Attorney in Fact

0000950123-23-006750.txt : 20230807 0000950123-23-006750.hdr.sgml : 20230807 20230807150410 ACCESSION NUMBER: 0000950123-23-006750 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alpha Family Trust CENTRAL INDEX KEY: 0001568991 IRS NUMBER: 546775783 STATE OF INCORPORATION: CA FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20924 FILM NUMBER: 231147224 BUSINESS ADDRESS: STREET 1: 11301 W. OLYMPIC BLVD STREET 2: STE #121-601 CITY: LOS ANGELES STATE: CA ZIP: 90064 BUSINESS PHONE: (310) 557-5100 MAIL ADDRESS: STREET 1: 11301 W. OLYMPIC BLVD STREET 2: STE #121-601 CITY: LOS ANGELES STATE: CA ZIP: 90064 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001568991 XXXXXXXX 06-30-2023 06-30-2023 false Alpha Family Trust

11301 W. Olympic Blvd Ste #121-601 Los Angeles CA 90064

13F HOLDINGS REPORT 028-20924 N Adam Chesnoff, Attorney in Fact* Attorney in Fact 310-557-5100 /s/ Adam Chesnoff Los Angeles CA 07-28-2023 4 124 143219831 false 1 028-20914 Cheryl Saban 2 028-20913 Haim Saban 3 028-20912 SC Strategies LLC 4 028-20906 SC Equities LLC INFORMATION TABLE 2 24955.xml INFORMATION TABLE FOR FORM 13F Applovin CMN Class A 03831W108 678191 26358 SH DFND 1,2,3 0 26358 0 Unity CMN Class A 91332U101 17971508 413899 SH DFND 1,2 0 413899 0 SimilarWeb SHS M84137104 11032456 1681777 SH DFND 1,2 0 1681777 0 iShares Biotechnology ETF ISHARES BIOTECH 464287556 4386341 34549 SH DFND 1,2 0 34549 0 Healthcare Select Sector SPDR Fund SBI HEALTHCARE 81369Y209 3940621 29689 SH DFND 1,2,4 0 29689 0 APPLE INC. CMN 037833100 12495547 64420 SH DFND 1,2,4 0 64420 0 MICROSOFT CORPORATION CMN 594918104 12199846 35825 SH DFND 1,2,4 0 35825 0 ALPHABET INC. CMN CLASS A 02079K305 7237182 60461 SH DFND 1,2,4 0 60461 0 NVIDIA CORPORATION CMN 67066G104 6324149 14950 SH DFND 1,2,4 0 14950 0 AMAZON.COM INC CMN 023135106 6224038 47745 SH DFND 1,2,4 0 47745 0 TESLA, INC. CMN 88160R101 3658236 13975 SH DFND 1,2,4 0 13975 0 META PLATFORMS INC CMN CLASS A 30303M102 3277886 11422 SH DFND 1,2,4 0 11422 0 BROADCOM INC. CMN 11135F101 2094843 2415 SH DFND 1,2,4 0 2415 0 PEPSICO, INC. CMN 713448108 1480834 7995 SH DFND 1,2,4 0 7995 0 CISCO SYSTEMS, INC. CMN 17275R102 1296863 25065 SH DFND 1,2,4 0 25065 0 BERKSHIRE HATHAWAY INC. CLASS B 084670702 1176450 3450 SH DFND 1,2,4 0 3450 0 COSTCO WHOLESALE CORPORATION CMN 22160K105 1160209 2155 SH DFND 1,2,4 0 2155 0 JOHNSON & JOHNSON CMN 478160104 1135467 6860 SH DFND 1,2,4 0 6860 0 COMCAST CORPORATION CMN CLASS A VOTING 20030N101 1117695 26900 SH DFND 1,2,4 0 26900 0 NETFLIX, INC. CMN 64110L106 1103427 2505 SH DFND 1,2,4 0 2505 0 ADVANCED MICRO DEVICES, INC. CMN 007903107 1073032 9420 SH DFND 1,2,4 0 9420 0 ADOBE INC CMN 00724F101 1050351 2148 SH DFND 1,2,4 0 2148 0 VISA INC. CMN CLASS A 92826C839 995041 4190 SH DFND 1,2,4 0 4190 0 APPLIED MATERIALS INC CMN 038222105 931560 6445 SH DFND 1,2,4 0 6445 0 EXXON MOBIL CORPORATION CMN 30231G102 907335 8460 SH DFND 1,2,4 0 8460 0 UNITEDHEALTH GROUP INCORPORATE CMN 91324P102 874765 1820 SH DFND 1,2,4 0 1820 0 AMGEN INC. CMN 031162100 870318 3920 SH DFND 1,2,4 0 3920 0 JPMORGAN CHASE & CO CMN 46625H100 865368 5950 SH DFND 1,2,4 0 5950 0 HONEYWELL INTL INC CMN 438516106 863200 4160 SH DFND 1,2,4 0 4160 0 MASTERCARD INCORPORATED CMN CLASS A 57636Q104 806265 2050 SH DFND 1,2,4 0 2050 0 TEXAS INSTRUMENTS INC. CMN 882508104 796589 4425 SH DFND 1,2,4 0 4425 0 MERCK & CO., INC. CMN 58933Y105 769651 6670 SH DFND 1,2,4 0 6670 0 LAM RESEARCH CORPORATION CMN 512807108 739289 1150 SH DFND 1,2,4 0 1150 0 INTUITIVE SURGICAL, INC. CMN 46120E602 726623 2125 SH DFND 1,2,4 0 2125 0 ELI LILLY & CO CMN 532457108 717539 1530 SH DFND 1,2,4 0 1530 0 MONDELEZ INTERNATIONAL, INC. CMN 609207105 677248 9285 SH DFND 1,2,4 0 9285 0 INTEL CORPORATION CMN 458140100 660942 19765 SH DFND 1,2,4 0 19765 0 ANALOG DEVICES, INC. CMN 032654105 660406 3390 SH DFND 1,2,4 0 3390 0 STARBUCKS CORP. CMN 855244109 659244 6655 SH DFND 1,2,4 0 6655 0 BOOKING HOLDINGS INC. CMN 09857L108 648079 240 SH DFND 1,2,4 0 240 0 SALESFORCE INC CMN 79466L302 620048 2935 SH DFND 1,2,4 0 2935 0 THE HOME DEPOT, INC. CMN 437076102 613514 1975 SH DFND 1,2,4 0 1975 0 AUTOMATIC DATA PROCESSING INC CMN 053015103 574751 2615 SH DFND 1,2,4 0 2615 0 SYNOPSYS INC. CMN 871607107 542085 1245 SH DFND 1,2,4 0 1245 0 PFIZER INC. CMN 717081103 530026 14450 SH DFND 1,2,4 0 14450 0 VERTEX PHARMACEUTICALS INCORPO CMN 92532F100 522586 1485 SH DFND 1,2,4 0 1485 0 GILEAD SCIENCES CMN 375558103 504423 6545 SH DFND 1,2,4 0 6545 0 PROCTER & GAMBLE COMPANY (THE) CMN 742718109 500742 3300 SH DFND 1,2,4 0 3300 0 WALMART INC CMN 931142103 496689 3160 SH DFND 1,2,4 0 3160 0 FISERV, INC. CMN 337738108 480001 3805 SH DFND 1,2,4 0 3805 0 CADENCE DESIGN SYSTEMS INC CMN 127387108 456141 1945 SH DFND 1,2,4 0 1945 0 KLA CORP CMN 482480100 451069 930 SH DFND 1,2,4 0 930 0 REGENERON PHARMACEUTICAL INC CMN 75886F107 445495 620 SH DFND 1,2,4 0 620 0 LINDE PLC CMN G54950103 442053 1160 SH DFND 1,2,4 0 1160 0 CHEVRON CORPORATION CMN 166764100 436646 2775 SH DFND 1,2,4 0 2775 0 VERIZON COMMUNICATIONS, INC. CMN 92343V104 434193 11675 SH DFND 1,2,4 0 11675 0 MC DONALDS CORP CMN 580135101 419266 1405 SH DFND 1,2,4 0 1405 0 CSX CORPORATION CMN 126408103 418407 12270 SH DFND 1,2,4 0 12270 0 INTUIT INC CMN 461202103 414662 905 SH DFND 1,2,4 0 905 0 PHILIP MORRIS INTL INC CMN 718172109 401218 4110 SH DFND 1,2,4 0 4110 0 PROLOGIS INC CMN 74340W103 398302 3248 SH DFND 1,2,4 0 3248 0 COCA-COLA COMPANY (THE) CMN 191216100 377278 6265 SH DFND 1,2,4 0 6265 0 NEXTERA ENERGY, INC. CMN 65339F101 379904 5120 SH DFND 1,2,4 0 5120 0 MORGAN STANLEY CMN 617446448 376187 4405 SH DFND 1,2,4 0 4405 0 S&P GLOBAL INC. CMN 78409V104 368819 920 SH DFND 1,2,4 0 920 0 MONSTER BEVERAGE CORPORATION CMN 61174X109 353256 6150 SH DFND 1,2,4 0 6150 0 ABBOTT LABORATORIES CMN 002824100 351044 3220 SH DFND 1,2,4 0 3220 0 DOMINION ENERGY INC CMN 25746U109 348029 6720 SH DFND 1,2,4 0 6720 0 ACCENTURE PLC CMN CLASS A G1151C101 339438 1100 SH DFND 1,2,4 0 1100 0 O'REILLY AUTOMOTIVE, INC. CMN 67103H107 334355 350 SH DFND 1,2,4 0 350 0 XCEL ENERGY INC. CMN 98389B100 331366 5330 SH DFND 1,2,4 0 5330 0 ORACLE CORPORATION CMN 68389X105 333452 2800 SH DFND 1,2,4 0 2800 0 QUALCOMM INC CMN 747525103 330336 2775 SH DFND 1,2,4 0 2775 0 RAYTHEON TECHNOLOGIES CORPORAT CMN 75513E101 330125 3370 SH DFND 1,2,4 0 3370 0 CATERPILLAR INC (DELAWARE) CMN 149123101 312484 1270 SH DFND 1,2,4 0 1270 0 MICROCHIP TECHNOLOGY INCORPORA CMN 595017104 308638 3445 SH DFND 1,2,4 0 3445 0 WELLS FARGO & CO (NEW) CMN 949746101 308150 7220 SH DFND 1,2,4 0 7220 0 CHARTER COMMUNICATIONS, INC. CMN 16119P108 304917 830 SH DFND 1,2,4 0 830 0 DEXCOM, INC. CMN 252131107 300713 2340 SH DFND 1,2,4 0 2340 0 LOWES COMPANIES INC CMN 548661107 297924 1320 SH DFND 1,2,4 0 1320 0 MEDTRONIC PUBLIC LIMITED COMPA CMN G5960L103 292492 3320 SH DFND 1,2,4 0 3320 0 CONOCOPHILLIPS CMN 20825C104 289072 2790 SH DFND 1,2,4 0 2790 0 CVS HEALTH CORP CMN 126650100 285161 4125 SH DFND 1,2,4 0 4125 0 CINTAS CORPORATION CMN 172908105 275879 555 SH DFND 1,2,4 0 555 0 IQVIA HOLDINGS INC CMN 46266C105 274219 1220 SH DFND 1,2,4 0 1220 0 AMERICAN TOWER CORPORATION CMN 03027X100 266668 1375 SH DFND 1,2,4 0 1375 0 MARRIOTT INTERNATIONAL, INC CMN CLASS A 571903202 264514 1440 SH DFND 1,2,4 0 1440 0 BLACKROCK, INC. CMN 09247X101 262633 380 SH DFND 1,2,4 0 380 0 UNITED PARCEL SERVICE, INC. CMN CLASS B 911312106 262601 1465 SH DFND 1,2,4 0 1465 0 METLIFE, INC. CMN 59156R108 258907 4580 SH DFND 1,2,4 0 4580 0 WORKDAY, INC. CMN CLASS A 98138H101 256385 1135 SH DFND 1,2,4 0 1135 0 STRYKER CORPORATION CMN 863667101 254750 835 SH DFND 1,2,4 0 835 0 MERCADOLIBRE, INC. CMN 58733R102 254689 215 SH DFND 1,2,4 0 215 0 COPART INC CMN 217204106 251284 2755 SH DFND 1,2,4 0 2755 0 ELEVANCE HEALTH INC CMN 036752103 251024 565 SH DFND 1,2,4 0 565 0 ANSYS, INC. CMN 03662Q105 251005 760 SH DFND 1,2,4 0 760 0 GENERAL ELECTRIC COMPANY CMN 369604301 248810 2265 SH DFND 1,2,4 0 2265 0 CROWN CASTLE INTL CORP CMN 22822V101 248389 2180 SH DFND 1,2,4 0 2180 0 COGNIZANT TECHNOLOGY SOLUTIONS CORP CORP CLASS A 192446102 247411 3790 SH DFND 1,2,4 0 3790 0 BAXTER INTERNATIONAL INC CMN 071813109 245113 5380 SH DFND 1,2,4 0 5380 0 LOCKHEED MARTIN CORPORATION CMN 539830109 237096 515 SH DFND 1,2,4 0 515 0 CIGNA GROUP CMN 125523100 235704 840 SH DFND 1,2,4 0 840 0 NXP SEMICONDUCTORS N.V. CMN N6596X109 233335 1140 SH DFND 1,2,4 0 1140 0 ROSS STORES,INC CMN 778296103 233791 2085 SH DFND 1,2,4 0 2085 0 TJX COMPANIES INC (NEW) CMN 872540109 233596 2755 SH DFND 1,2,4 0 2755 0 EXELON CORPORATION CMN 30161N101 233440 5730 SH DFND 1,2,4 0 5730 0 IDEXX LABORATORIES CMN 45168D104 231026 460 SH DFND 1,2,4 0 460 0 AMERICAN EXPRESS CO. CMN 025816109 227331 1305 SH DFND 1,2,4 0 1305 0 MICRON TECHNOLOGY, INC. CMN 595112103 225934 3580 SH DFND 1,2,4 0 3580 0 ACTIVISION BLIZZARD, INC CMN 00507V109 225081 2670 SH DFND 1,2,4 0 2670 0 ILLINOIS TOOL WORKS CMN 452308109 222642 890 SH DFND 1,2,4 0 890 0 NORTHROP GRUMMAN CORP CMN 666807102 223342 490 SH DFND 1,2,4 0 490 0 BOEING COMPANY CMN 097023105 222774 1055 SH DFND 1,2,4 0 1055 0 MODERNA, INC. CMN 60770K107 221738 1825 SH DFND 1,2,4 0 1825 0 DUKE ENERGY CORPORATION CMN 26441C204 219863 2450 SH DFND 1,2,4 0 2450 0 SEAGATE TECHNOLOGY HOLDIN PLC CMN G7997R103 215617 3485 SH DFND 1,2,4 0 3485 0 DEERE & COMPANY CMN 244199105 214751 530 SH DFND 1,2,4 0 530 0 SHERWIN-WILLIAMS CO CMN 824348106 213744 805 SH DFND 1,2,4 0 805 0 THE KRAFT HEINZ CO CMN 500754106 211935 5970 SH DFND 1,2,4 0 5970 0 CITIGROUP INC. CMN 172967424 209942 4560 SH DFND 1,2,4 0 4560 0 VERISK ANALYTICS, INC. CMN 92345Y106 204557 905 SH DFND 1,2,4 0 905 0 WARNER BROS DISCOVERY INC CMN 934423104 188100 15000 SH DFND 1,2,4 0 15000 0 KEYCORP CMN 493267108 118364 12810 SH DFND 1,2,4 0 12810 0 BOSTON SCIENTIFIC CORP. CMN 101137107 201756 3730 SH DFND 1,2,4 0 3730 0