Alden Global Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Alden Global Capital LLC reported 19 stock positions worth $272.5 million. Its top holding was Nvidia (NVDA) at 19.7% of the portfolio, followed by Energy Transfer (ET, 9.6%) and Oracle (ORCL, 9.5%). Compared with Q1 2026, it opened 5 new positions, added to 7 and reduced 1. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Dell Technologies -C (DELL, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- BRANDON, FL
- CIK
- 0001616882
- Portfolio Value
- $272.5M (Q2 2026)
- SEC Filing
- 0000905148-26-003754 ↗ filed Aug 14, 2026
Holdings Value
Holdings 19 stocks · $272.5M
| NVDA Nvidia Corp. | 19.72% | 268,586 | $53.7M | Add +33.2% |
| ET Energy Transfer LP | 9.62% | 1,370,511 | $26.2M | No change |
| ORCL Oracle Corp. | 9.54% | 177,370 | $26.0M | Add +94.2% |
| C Citigroup Inc. | 8.76% | 170,560 | $23.9M | No change |
| VST Vistra Corp. | 8.13% | 139,624 | $22.1M | Add +81.8% |
| DELL Dell Technologies -C | 6.34% | 40,046 | $17.3M | Reduce -74.6% |
| AMZN Amazon.com Inc. | 5.53% | 63,213 | $15.1M | No change |
| VNET Vnet Group Inc.-ADR | 4.24% | 1,438,600 | $11.6M | Add +55.9% |
| NBIS Nebius Group NV | 4.09% | 40,315 | $11.1M | Add +140.5% |
| UBER Uber Technologies Inc. | 3.68% | 139,072 | $10.0M | No change |
| XHB SS SPDR S&P Homebldrs ETF | 3.40% | 80,300 | $9.3M | Add +287.9% |
| BABA Alibaba Group Holding-SP ADR | 3.35% | 95,100 | $9.1M | Add +101.6% |
| PLTR Palantir Technologies Inc. Class A | 3.32% | 77,575 | $9.1M | New |
| APH Amphenol Corp. Class A | 2.60% | 40,255 | $7.1M | New |
| BRSL Brightstar Lottery PLC | 2.18% | 554,300 | $5.9M | New |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 1.89% | 171,775 | $5.2M | New |
| CRWV Coreweave Inc. Class A | 1.86% | 50,900 | $5.1M | New |
| RITM Rithm Capital Corp. | 1.14% | 331,584 | $3.1M | No change |
| XZO Exzeo Group Inc. | 0.61% | 98,005 | $1.7M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DELL Dell Technologies -C | Reduce -74.6% | 6.34% | −8.28 |
Portfolio Buys Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | New | 3.32% | +3.32 |
| NBIS Nebius Group NV | Add +140.5% | 4.09% | +3.10 |
| APH Amphenol Corp. Class A | New | 2.60% | +2.60 |
| XHB SS SPDR S&P Homebldrs ETF | Add +287.9% | 3.40% | +2.25 |
| BRSL Brightstar Lottery PLC | New | 2.18% | +2.18 |
| ORCL Oracle Corp. | Add +94.2% | 9.54% | +1.95 |
| GDS GDS Holdings Ltd. - ADR | New | 1.89% | +1.89 |
| CRWV Coreweave Inc. Class A | New | 1.86% | +1.86 |
| VST Vistra Corp. | Add +81.8% | 8.13% | +1.61 |
| BABA Alibaba Group Holding-SP ADR | Add +101.6% | 3.35% | +0.01 |
| VNET Vnet Group Inc.-ADR | Add +55.9% | 4.24% | −0.13 |
| NVDA Nvidia Corp. | Add +33.2% | 19.72% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $272.5M | NVDA, ET, ORCL, C, VST |
| Q1 2026 | 14 | $177.0M | NVDA, ET, DELL, C, ORCL |
| Q4 2025 | 19 | $192.0M | NVDA, C, ET, EXE, ORCL |
| Q3 2025 | 13 | $171.1M | C, NVDA, ET, DELL, EXE |
| Q2 2025 | 20 | $162.5M | C, NVDA, IBKR, ET, DELL |
| Q1 2025 | 16 | $93.6M | ET, C, VST, BP, EXE |
| Q4 2024 | 23 | $102.7M | PDD, VST, ET, UBER, PFE |
| Q3 2024 | 24 | $92.7M | SBGI, PDD, ET, VST, BABA |
| Q2 2024 | 19 | $120.7M | BALY, SBGI, C, M, BIDU |
| Q1 2024 | 18 | $125.6M | IWM, SBGI, BIDU, BALY, C |