Alden Global Capital LLC
Alden Global Capital LLC reported 19 US-listed holdings worth $272.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: NVIDIA Corp. (19.7%), Energy Transfer LP (9.6%) and Oracle Corp. (9.5%). Against the quarter before, it opened 5 positions, added to 7, trimmed 1 and sold out of 0.
The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +59.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Palantir Technologies Inc. PLTR$9.1 million
- Amphenol Corp. APH$7.1 million
- International Game Technolog BRSL$5.9 million
- GDS Hldgs Ltd GDS$5.2 million
- CoreWeave, Inc. CRWV$5.1 million
Added to 7
- NVIDIA Corp. NVDA+66,995 shares · +33%
- Oracle Corp. ORCL+86,015 shares · +94%
- Vistra Corp. VST+62,846 shares · +82%
- SPDR Ser Trust XHB+59,600 shares · +288%
- Yandex N V NBIS+23,550 shares · +140%
- Alibaba Group Holding Limited BABA+47,920 shares · +102%
- 21VIANET Group Inc. VNET+515,650 shares · +56%
Trimmed 1
- Dell Technologies Inc. DELL-117,600 shares · -75%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| NVIDIA Corp. NVDA | 268.6K | $53.7 million | 19.72% | +67.0K |
| Energy Transfer LP ET | 1.4M | $26.2 million | 9.62% | no change |
| Oracle Corp. ORCL | 177.4K | $26.0 million | 9.54% | +86.0K |
| Citigroup Inc. C | 170.6K | $23.9 million | 8.76% | no change |
| Vistra Corp. VST | 139.6K | $22.1 million | 8.13% | +62.8K |
| Dell Technologies Inc. DELL | 40.0K | $17.3 million | 6.34% | -117.6K |
| Amazon.com Inc. AMZN | 63.2K | $15.1 million | 5.53% | no change |
| 21VIANET Group Inc. VNET | 1.4M | $11.6 million | 4.24% | +515.6K |
| Yandex N V NBIS | 40.3K | $11.1 million | 4.09% | +23.6K |
| Uber Technologies, Inc. UBER | 139.1K | $10.0 million | 3.68% | no change |
| SPDR Ser Trust XHB | 80.3K | $9.3 million | 3.40% | +59.6K |
| Alibaba Group Holding Limited BABA | 95.1K | $9.1 million | 3.35% | +47.9K |
| Palantir Technologies Inc. PLTR | 77.6K | $9.1 million | 3.32% | new |
| Amphenol Corp. APH | 40.3K | $7.1 million | 2.60% | new |
| International Game Technolog BRSL | 554.3K | $5.9 million | 2.18% | new |
| GDS Hldgs Ltd GDS | 171.8K | $5.2 million | 1.89% | new |
| CoreWeave, Inc. CRWV | 50.9K | $5.1 million | 1.86% | new |
| Rithm Capital Corp. RITM | 331.6K | $3.1 million | 1.14% | no change |
| Exzeo Group Inc. XZO | 98.0K | $1.7 million | 0.61% | no change |