Simplicity Wealth,LLC ALAB — ASTERA LABS INC

Ownership history in Simplicity Wealth,LLC  ·  5 quarters on record

AI Ownership Summary

Simplicity Wealth,LLC reported ASTERA LABS INC (ALAB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.12% in 2025 Q3. The latest visible filing shows ALAB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Simplicity Wealth,LLC's position in ASTERA LABS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALAB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALAB stock page Simplicity Wealth,LLC fund profile Simplicity Wealth,LLC full holdings
How Simplicity Wealth,LLC held ALAB — position size vs. price
% of Fund (quarterly)    ALAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,797 -8,953 -83.3% 0.03% $868K 2026-08-06 $331.50
2026 Q1 REDUCED 11.7% +316.0% ❌ 10,750 -1,425 -11.7% 0.07% $1.2M 2026-04-30 $194.74
2025 Q4 ADDED — — — 12,175 +1,314 +12.1% 0.12% $2.0M 2026-01-30 $150.62
2025 Q3 REDUCED 24.5% -13.1% ✅ 10,861 -3,528 -24.5% 0.12% $2.1M 2025-10-30 $169.55
2025 Q1 INITIATED — — — 14,389 — — 0.07% $859K 2025-04-15 $60.08

🏢 Other funds also holding ALAB

As of 2026 Q2 — sorted by position size

Valliance Asset Management Ltd 3Y 18.84% Q Fund Management (Hong Kong) Ltd 12.57% Renaissance Capital LLC 3Y 12.32% Spear Advisors LLC 11.11% Strategy Capital LLC 3Y 7Y 10.19% Capital Impact Advisors, LLC 3Y 7Y 9.44% Talos Eurisko Asset Management LP 8.22% Virtus Wealth Solutions LLC 7.3% LIGHT STREET CAPITAL MANAGEMENT, LLC 3Y 7Y 6.73% Crestwood Capital Management, L.P. 3Y 7Y 6.24%

FAQ About Simplicity Wealth,LLC and ALAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Simplicity Wealth,LLC reported owning ALAB?

Simplicity Wealth,LLC reported ALAB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ALAB position in Simplicity Wealth,LLC's portfolio?

The largest reported portfolio weight for ALAB was 0.12% in 2025 Q3.

What is the latest reported ALAB position on this page?

The most recent filing on this page is 2026 Q2, when Simplicity Wealth,LLC reported 1,797 shares, equal to 0.03% of portfolio, with an estimated market value of $868K.

What does the chart on this ALAB ownership page compare?

The chart compares Simplicity Wealth,LLC's quarterly ALAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Simplicity Wealth,LLC time their ALAB position?

Based on 13F filing dates vs. subsequent ALAB price moves, Simplicity Wealth,LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ALAB relative to SPY over the holding period was +178.2%.

← Back to Simplicity Wealth,LLC Holdings