Alamar Capital Management, LLC

SANTA BARBARA, CA · CIK 1846995 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySanta Barbara, CA

$197.7m reported value +20.8% vs Q1 2026

88positions

52.1%in top 10

7 new 19 added 32 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SANDISK CORP COM SNDK	SNDK	12,768	$29.0m14.68%	14.68%	Reduced -3.9k	-3,915 -23.5%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	36,411	$25.0m12.65%	12.65%	Reduced -2.1k	-2,128 -5.5%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	102,978	$10.7m5.41%	5.41%	Reduced -2.3k	-2,328 -2.2%
4	ISHARES TR 1 3 YR TREAS BD SHY	SHY	109,659	$9.0m4.55%	4.55%	Reduced -3.6k	-3,565 -3.1%
5	ISHARES TR CORE US AGGBD ET AGG	AGG	77,150	$7.6m3.86%	3.86%	Added +2.9k	+2,857 3.9%
6	VANGUARD INDEX FDS VALUE ETF VTV	VTV	25,000	$5.4m2.76%	2.76%	Added +1.7k	+1,701 7.3%
7	DELL TECHNOLOGIES INC CL C DELL	DELL	11,699	$5.0m2.55%	2.55%	Reduced -790	-790 -6.3%
8	FORTINET INC COM FTNT	FTNT	25,875	$4.0m2.01%	2.01%	Reduced -2.8k	-2,835 -9.9%
9	PROGRESSIVE CORP COM PGR	PGR	16,874	$3.7m1.86%	1.86%	Added +1.3k	+1,324 8.5%
10	AMPHENOL CORP CL A APH	APH	19,741	$3.5m1.76%	1.76%	Reduced -13.1k	-13,094 -39.9%
11	TENET HEALTHCARE CORP COM NEW THC	THC	18,062	$3.4m1.71%	1.71%	Added +7.0k	+6,950 62.5%
12	HCA HEALTHCARE INC COM HCA	HCA	8,491	$3.3m1.67%	1.67%	Added +68	+68 0.8%
13	TRADEWEB MKTS INC CL A TW	TW	33,175	$3.3m1.67%	1.67%	Added +2.4k	+2,350 7.6%
14	ISHARES TR RUS 2000 VAL ETF IWN	IWN	14,655	$3.2m1.64%	1.64%	Added +721	+721 5.2%
15	OKTA INC CL A OKTA	OKTA	21,867	$3.0m1.51%	1.51%	Reduced -13.8k	-13,828 -38.7%
16	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	6,302	$2.9m1.46%	1.46%	Added +1.5k	+1,500 31.2%
17	APPFOLIO INC COM CL A APPF	APPF	17,950	$2.9m1.46%	1.46%	Added +1.9k	+1,925 12.0%
18	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	28,020	$2.8m1.42%	1.42%	Added +2.7k	+2,735 10.8%
19	WORKDAY INC CL A WDAY	WDAY	22,844	$2.8m1.41%	1.41%	Added +7.2k	+7,241 46.4%
20	MONGODB INC CL A MDB	MDB	8,299	$2.8m1.41%	1.41%	Added +366	+366 4.6%
21	TE CONNECTIVITY PLC ORD SHS TEL	TEL	13,573	$2.7m1.38%	1.38%	Added +1.4k	+1,359 11.1%
22	PALO ALTO NETWORKS INC COM PANW	PANW	7,543	$2.6m1.30%	1.30%	Reduced -4.7k	-4,666 -38.2%
23	ISHARES TR RUS 1000 GRW ETF IWF	IWF	18,502	$2.3m1.16%	1.16%	Reduced -1.1k	-1,078 -5.5%
24	ELASTIC N V ORD SHS ESTC	ESTC	38,030	$2.2m1.10%	1.10%	Reduced -4.7k	-4,700 -11.0%
25	SKYWARD SPECIALTY INS GROUP COM SKWD	SKWD	37,120	$2.2m1.10%	1.10%	Reduced -4.4k	-4,435 -10.7%
26	RUBRIK INC. CL A RBRK	RBRK	26,620	$2.1m1.08%	1.08%	Reduced -2.5k	-2,450 -8.4%
27	MSCI INC COM MSCI	MSCI	3,708	$2.1m1.05%	1.05%	Reduced -408	-408 -9.9%
28	INTAPP INC COM INTA	INTA	80,905	$2.0m1.03%	1.03%	Reduced -9.1k	-9,075 -10.1%
29	NETFLIX INC COM NFLX	NFLX	28,280	$2.0m1.02%	1.02%	Reduced -3.1k	-3,125 -9.9%
30	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,400	$2.0m1.00%	1.00%	Unchanged
31	BLOCK INC CL A XYZ	XYZ	25,125	$1.9m0.97%	0.97%	Reduced -3.0k	-2,950 -10.5%
32	AIRBNB INC COM CL A ABNB	ABNB	13,328	$1.9m0.96%	0.96%	Reduced -6.7k	-6,712 -33.5%
33	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	4,358	$1.7m0.88%	0.88%	Added +795	+795 22.3%
34	BOOT BARN HLDGS INC COM BOOT	BOOT	10,306	$1.7m0.86%	0.86%	New
35	FACTSET RESH SYS INC COM FDS	FDS	7,145	$1.6m0.83%	0.83%	New
36	WORKIVA INC COM CL A WK	WK	31,785	$1.5m0.78%	0.78%	Reduced -3.7k	-3,685 -10.4%
37	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	23,717	$1.4m0.72%	0.72%	Added +9.7k	+9,725 69.5%
38	MCKESSON CORP COM MCK	MCK	1,844	$1.4m0.71%	0.71%	Reduced -173	-173 -8.6%
39	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	15,700	$1.4m0.70%	0.70%	Reduced -338	-338 -2.1%
40	ISHARES TR RUS 1000 VAL ETF IWD	IWD	5,579	$1.4m0.68%	0.68%	Reduced -2.5k	-2,450 -30.5%
41	APPLE INC COM AAPL	AAPL	4,521	$1.3m0.66%	0.66%	Unchanged
42	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,555	$1.3m0.65%	0.65%	Added +66	+66 2.6%
43	KRAFT HEINZ CO COM KHC	KHC	49,952	$1.2m0.60%	0.60%	Reduced -5.5k	-5,466 -9.9%
44	AMAZON COM INC COM AMZN	AMZN	4,760	$1.1m0.57%	0.57%	Unchanged
45	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,506	$1.1m0.57%	0.57%	Reduced -68	-68 -4.3%
46	ORACLE CORP COM ORCL	ORCL	7,555	$1.1m0.56%	0.56%	Reduced -925	-925 -10.9%
47	BERKLEY W R CORP COM WRB	WRB	15,300	$1.1m0.55%	0.55%	Reduced -15.3k	-15,275 -50.0%
48	CATERPILLAR INC COM CAT	CAT	1,000	$1.1m0.54%	0.54%	Unchanged
49	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	6,585	$1.0m0.53%	0.53%	Unchanged
50	MONSTER BEVERAGE CORP NEW COM MNST	MNST	9,903	$951.9k0.48%	0.48%	New
51	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,442	$872.6k0.44%	0.44%	Unchanged
52	DEXCOM INC COM DXCM	DXCM	12,080	$813.6k0.41%	0.41%	Reduced -1.5k	-1,525 -11.2%
53	PAYLOCITY HLDG CORP COM PCTY	PCTY	7,638	$798.4k0.40%	0.40%	Reduced -915	-915 -10.7%
54	STRIDE INC COM LRN	LRN	8,225	$709.3k0.36%	0.36%	Reduced -9.9k	-9,910 -54.6%
55	BROADCOM INC COM AVGO	AVGO	1,680	$634.6k0.32%	0.32%	Unchanged
56	MICROSOFT CORP COM MSFT	MSFT	1,596	$595.4k0.30%	0.30%	Unchanged
57	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	7,757	$595.0k0.30%	0.30%	Unchanged
58	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	16,116	$581.1k0.29%	0.29%	Added +26	+26 0.2%
59	FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR	FIGR	17,505	$537.6k0.27%	0.27%	Reduced -1.5k	-1,525 -8.0%
60	DEERE & CO COM DE	DE	840	$534.2k0.27%	0.27%	Unchanged
61	META PLATFORMS INC CL A META	META	900	$507.0k0.26%	0.26%	Added +100	+100 12.5%
62	PEPSICO INC COM PEP	PEP	3,463	$468.9k0.24%	0.24%	Unchanged
63	ALPHABET INC CAP STK CL C GOOG	GOOG	1,285	$454.1k0.23%	0.23%	Unchanged
64	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	5,600	$436.3k0.22%	0.22%	Reduced -15	-15 -0.3%
65	COCA COLA CO COM KO	KO	5,004	$409.3k0.21%	0.21%	Unchanged
66	NVIDIA CORPORATION COM NVDA	NVDA	2,018	$403.8k0.20%	0.20%	Unchanged
67	CVS HEALTH CORP COM CVS	CVS	3,784	$391.5k0.20%	0.20%	Unchanged
68	INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH PWB	PWB	2,250	$379.0k0.19%	0.19%	Unchanged
69	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,637	$348.2k0.18%	0.18%	Added +462	+462 39.3%
70	FLEXSHARES TR IBOXX 3R TARGT TDTT	TDTT	13,752	$328.8k0.17%	0.17%	Unchanged
71	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	12,700	$284.1k0.14%	0.14%	Unchanged
72	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	12,700	$281.2k0.14%	0.14%	Unchanged
73	ISHARES TR IBONDS 29 TRM TS IBTJ	IBTJ	12,700	$275.0k0.14%	0.14%	Unchanged
74	JPMORGAN CHASE & CO COM JPM	JPM	830	$271.7k0.14%	0.14%	Unchanged
75	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,774	$268.9k0.14%	0.14%	Reduced -25	-25 -0.7%
76	INTEL CORP COM INTC	INTC	1,800	$251.3k0.13%	0.13%	New
77	FLEXSHARES TR IBOXX 5YR TRGT TDTF	TDTF	10,544	$250.6k0.13%	0.13%	Unchanged
78	GRUPO AEROPORTUARIO DEL CENT SPON ADR OMAB	OMAB	2,100	$237.5k0.12%	0.12%	Unchanged
79	GRUPO AEROPUERTO DEL PACIFIC SPON ADS B PAC	PAC	900	$227.8k0.12%	0.12%	Unchanged
80	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	20,000	$223.6k0.11%	0.11%	Unchanged
81	SOUTHERN CO COM SO	SO	2,298	$219.9k0.11%	0.11%	Unchanged
82	LAM RESEARCH CORP COM NEW LRCX	LRCX	500	$216.8k0.11%	0.11%	New
83	GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ASR	ASR	700	$214.7k0.11%	0.11%	Unchanged
84	YUM BRANDS INC COM YUM	YUM	1,318	$210.7k0.11%	0.11%	Unchanged
85	VANGUARD INDEX FDS SMALL CP ETF VB	VB	692	$209.8k0.11%	0.11%	New
86	CORNING INC COM GLW	GLW	800	$204.3k0.10%	0.10%	New
87	FS KKR CAP CORP COM FSK	FSK	14,000	$152.9k0.08%	0.08%	Unchanged
88	TASKUS INC CLASS A COM TASK	TASK	17,000	$79.6k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SERVICENOW INC NOW	NOW	11,240	$1.2m11.2k shares
WILLIAMS SONOMA INC WSM	WSM	6,325	$1.2m6.3k shares
ISHARES TR IEFA	IEFA	4,142	$375.0k4.1k shares