Attorney in Fact

0000950123-24-001311.txt : 20240209 0000950123-24-001311.hdr.sgml : 20240209 20240209161526 ACCESSION NUMBER: 0000950123-24-001311 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alpha Family Trust CENTRAL INDEX KEY: 0001568991 ORGANIZATION NAME: 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: 24615117 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 12-31-2023 12-31-2023 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 02-01-2024 3 144 148139767 false 1 028-20914 Cheryl Saban 2 028-20913 Haim Saban 3 028-20906 SC Equities LLC INFORMATION TABLE 2 29829.xml INFORMATION TABLE FOR FORM 13F Applovin CMN Class A 03831W108 1050366 26358 SH DFND 1,2,3 0 26358 0 Unity CMN Class A 91332U101 11282895 275933 SH DFND 1,2 0 275933 0 SimilarWeb SHS M84137104 8963871 1681777 SH DFND 1,2 0 1681777 0 iShares Biotechnology ETF ISHARES BIOTECH 464287556 4701497 34608 SH DFND 1,2 0 34608 0 Healthcare Select Sector SPDR Fund SBI HEALTHCARE 81369Y209 4100674 30068 SH DFND 1,2,3 0 30068 0 MICROSOFT CORPORATION CMN 594918104 12059603 32070 SH DFND 1,2,3 0 32070 0 APPLE INC. CMN 037833100 11967665 62160 SH DFND 1,2,3 0 62160 0 ALPHABET INC. CMN CLASS A 02079K305 7409711 53044 SH DFND 1,2,3 0 53044 0 AMAZON.COM INC CMN 023135106 6970243 45875 SH DFND 1,2,3 0 45875 0 NVIDIA CORPORATION CMN 67066G104 6061493 12240 SH DFND 1,2,3 0 12240 0 META PLATFORMS INC-CLASS A CMN CLASS A 30303M102 3980633 11246 SH DFND 1,2,3 0 11246 0 TESLA, INC. CMN 88160R101 3419083 13760 SH DFND 1,2,3 0 13760 0 BROADCOM INC. CMN 11135F101 2963644 2655 SH DFND 1,2,3 0 2655 0 COSTCO WHOLESALE CORPORATION CMN 22160K105 1501682 2275 SH DFND 1,2,3 0 2275 0 ADOBE INC CMN 00724F101 1404993 2355 SH DFND 1,2,3 0 2355 0 ADVANCED MICRO DEVICES, INC. CMN 007903107 1388601 9420 SH DFND 1,2,3 0 9420 0 PEPSICO, INC. CMN 713448108 1326450 7810 SH DFND 1,2,3 0 7810 0 INTEL CORPORATION CMN 458140100 1315294 26175 SH DFND 1,2,3 0 26175 0 CISCO SYSTEMS, INC. CMN 17275R102 1266284 25065 SH DFND 1,2,3 0 25065 0 BERKSHIRE HATHAWAY INC. CLASS B 084670702 1230477 3450 SH DFND 1,2,3 0 3450 0 NETFLIX, INC. CMN 64110L106 1219634 2505 SH DFND 1,2,3 0 2505 0 COMCAST CORPORATION CMN CLASS A VOTING 20030N101 1179565 26900 SH DFND 1,2,3 0 26900 0 HONEYWELL INTL INC CMN 438516106 1138725 5430 SH DFND 1,2,3 0 5430 0 AMGEN INC. CMN 031162100 1129038 3920 SH DFND 1,2,3 0 3920 0 VISA INC. CMN CLASS A 92826C839 1090867 4190 SH DFND 1,2,3 0 4190 0 APPLIED MATERIALS INC CMN 038222105 1044541 6445 SH DFND 1,2,3 0 6445 0 UNITEDHEALTH GROUP INCORPORATED CMN 91324P102 1037146 1970 SH DFND 1,2,3 0 1970 0 JPMORGAN CHASE & CO CMN 46625H100 1012094 5950 SH DFND 1,2,3 0 5950 0 LAM RESEARCH CORPORATION CMN 512807108 900749 1150 SH DFND 1,2,3 0 1150 0 ELI LILLY & CO CMN 532457108 891867 1530 SH DFND 1,2,3 0 1530 0 MASTERCARD INCORPORATED CMN CLASS A 57636Q104 874345 2050 SH DFND 1,2,3 0 2050 0 BOOKING HOLDINGS INC. CMN 09857L108 851333 240 SH DFND 1,2,3 0 240 0 SALESFORCE INC CMN 79466L302 772316 2935 SH DFND 1,2,3 0 2935 0 INTUITIVE SURGICAL, INC. CMN 46120E602 716890 2125 SH DFND 1,2,3 0 2125 0 QUALCOMM INC CMN 747525103 693500 4795 SH DFND 1,2,3 0 4795 0 THE HOME DEPOT, INC. CMN 437076102 684436 1975 SH DFND 1,2,3 0 1975 0 ABBVIE INC CMN 00287Y109 677993 4375 SH DFND 1,2,3 0 4375 0 AT&T INC. CMN 00206R102 677325 40365 SH DFND 1,2,3 0 40365 0 MONDELEZ INTERNATIONAL, INC. CMN 609207105 672513 9285 SH DFND 1,2,3 0 9285 0 SYNOPSYS INC. CMN 871607107 641063 1245 SH DFND 1,2,3 0 1245 0 STARBUCKS CORP. CMN 855244109 638947 6655 SH DFND 1,2,3 0 6655 0 T-MOBILE US, INC. CMN 872590104 636510 3970 SH DFND 1,2,3 0 3970 0 AUTOMATIC DATA PROCESSING INC CMN 053015103 609216 2615 SH DFND 1,2,3 0 2615 0 MERCK & CO., INC. CMN 58933Y105 605606 5555 SH DFND 1,2,3 0 5555 0 VERTEX PHARMACEUTICALS INCORPORATED CMN 92532F100 604232 1485 SH DFND 1,2,3 0 1485 0 ANALOG DEVICES, INC. CMN 032654105 589723 2970 SH DFND 1,2,3 0 2970 0 CHEVRON CORPORATION CMN 166764100 574266 3850 SH DFND 1,2,3 0 3850 0 INTUIT INC CMN 461202103 565652 905 SH DFND 1,2,3 0 905 0 KLA CORP CMN 482480100 540609 930 SH DFND 1,2,3 0 930 0 MICRON TECHNOLOGY, INC. CMN 595112103 534655 6265 SH DFND 1,2,3 0 6265 0 GILEAD SCIENCES CMN 375558103 530210 6545 SH DFND 1,2,3 0 6545 0 CADENCE DESIGN SYSTEMS INC CMN 127387108 529760 1945 SH DFND 1,2,3 0 1945 0 REGENERON PHARMACEUTICAL INC CMN 75886F107 522582 595 SH DFND 1,2,3 0 595 0 PFIZER INC. CMN 717081103 511740 17775 SH DFND 1,2,3 0 17775 0 FISERV, INC. CMN 337738108 505456 3805 SH DFND 1,2,3 0 3805 0 WALMART INC CMN 931142103 498174 3160 SH DFND 1,2,3 0 3160 0 ABBOTT LABORATORIES CMN 002824100 497516 4520 SH DFND 1,2,3 0 4520 0 CSX CORPORATION CMN 126408103 496474 14320 SH DFND 1,2,3 0 14320 0 LINDE PLC CMN G54950103 476423 1160 SH DFND 1,2,3 0 1160 0 UNION PACIFIC CORP. CMN 907818108 461766 1880 SH DFND 1,2,3 0 1880 0 XCEL ENERGY INC. CMN 98389B100 457514 7390 SH DFND 1,2,3 0 7390 0 NEXTERA ENERGY, INC. CMN 65339F101 456765 7520 SH DFND 1,2,3 0 7520 0 CROWN CASTLE INTL CORP CMN 22822V101 443481 3850 SH DFND 1,2,3 0 3850 0 TEXAS INSTRUMENTS INC. CMN 882508104 424445 2490 SH DFND 1,2,3 0 2490 0 KEURIG DR PEPPER INC CMN 49271V100 419832 12600 SH DFND 1,2,3 0 12600 0 AMERICAN TOWER CORPORATION CMN 03027X100 415569 1925 SH DFND 1,2,3 0 1925 0 CHARLES SCHWAB CORPORATION CMN 808513105 417615 6070 SH DFND 1,2,3 0 6070 0 MC DONALDS CORP CMN 580135101 416596 1405 SH DFND 1,2,3 0 1405 0 PALO ALTO NETWORKS INC. CMN 697435105 408409 1385 SH DFND 1,2,3 0 1385 0 S&P GLOBAL INC. CMN 78409V104 405278 920 SH DFND 1,2,3 0 920 0 PAYPAL HOLDINGS, INC. CMN 70450Y103 397936 6480 SH DFND 1,2,3 0 6480 0 MODERNA, INC. CMN 60770K107 396806 3990 SH DFND 1,2,3 0 3990 0 PHILIP MORRIS INTL INC CMN 718172109 386668 4110 SH DFND 1,2,3 0 4110 0 CVS HEALTH CORP CMN 126650100 386904 4900 SH DFND 1,2,3 0 4900 0 ACCENTURE PLC CMN CLASS A G1151C101 386001 1100 SH DFND 1,2,3 0 1100 0 DANAHER CORPORATION CMN 235851102 384024 1660 SH DFND 1,2,3 0 1660 0 CATERPILLAR INC (DELAWARE) CMN 149123101 375501 1270 SH DFND 1,2,3 0 1270 0 BRISTOL-MYERS SQUIBB COMPANY CMN 110122108 364814 7110 SH DFND 1,2,3 0 7110 0 WELLS FARGO & CO (NEW) CMN 949746101 355368 7220 SH DFND 1,2,3 0 7220 0 MONSTER BEVERAGE CORPORATION CMN 61174X109 354301 6150 SH DFND 1,2,3 0 6150 0 INTL BUSINESS MACHINES CORP CMN 459200101 354086 2165 SH DFND 1,2,3 0 2165 0 JOHNSON & JOHNSON CMN 478160104 348747 2225 SH DFND 1,2,3 0 2225 0 MERCADOLIBRE, INC. CMN 58733R102 337881 215 SH DFND 1,2,3 0 215 0 CINTAS CORPORATION CMN 172908105 334476 555 SH DFND 1,2,3 0 555 0 O'REILLY AUTOMOTIVE, INC. CMN 67103H107 332528 350 SH DFND 1,2,3 0 350 0 PROCTER & GAMBLE COMPANY (THE) CMN 742718109 331913 2265 SH DFND 1,2,3 0 2265 0 MARRIOTT INTERNATIONAL, INC CMN CLASS A 571903202 324734 1440 SH DFND 1,2,3 0 1440 0 CONOCOPHILLIPS CMN 20825C104 323835 2790 SH DFND 1,2,3 0 2790 0 CHARTER COMMUNICATIONS, INC. CMN 16119P108 322604 830 SH DFND 1,2,3 0 830 0 WORKDAY, INC. CMN CLASS A 98138H101 313328 1135 SH DFND 1,2,3 0 1135 0 MICROCHIP TECHNOLOGY INCORPORATED CMN 595017104 310670 3445 SH DFND 1,2,3 0 3445 0 BLACKROCK, INC. CMN 09247X101 308484 380 SH DFND 1,2,3 0 380 0 METLIFE, INC. CMN 59156R108 302875 4580 SH DFND 1,2,3 0 4580 0 MEDTRONIC PUBLIC LIMITED COMPANY CMN G5960L103 298215 3620 SH DFND 1,2,3 0 3620 0 SEAGATE TECHNOLOGY HOLDIN PLC CMN G7997R103 297514 3485 SH DFND 1,2,3 0 3485 0 ORACLE CORPORATION CMN 68389X105 295204 2800 SH DFND 1,2,3 0 2800 0 LOWES COMPANIES INC CMN 548661107 293766 1320 SH DFND 1,2,3 0 1320 0 RTX CORP CMN 75513E101 289442 3440 SH DFND 1,2,3 0 3440 0 GENERAL ELECTRIC COMPANY CMN 369604301 289082 2265 SH DFND 1,2,3 0 2265 0 ROSS STORES,INC CMN 778296103 288543 2085 SH DFND 1,2,3 0 2085 0 COGNIZANT TECHNOLOGY SOLUTIONS CLASS A 192446102 286259 3790 SH DFND 1,2,3 0 3790 0 ANSYS, INC. CMN 03662Q105 275789 760 SH DFND 1,2,3 0 760 0 AIRBNB, INC. CMN CLASS A 009066101 274322 2015 SH DFND 1,2,3 0 2015 0 COCA-COLA COMPANY (THE) CMN 191216100 270194 4585 SH DFND 1,2,3 0 4585 0 COPART, INC. CMN 217204106 269990 5510 SH DFND 1,2,3 0 5510 0 NIKE CLASS-B CMN CLASS B 654106103 268711 2475 SH DFND 1,2,3 0 2475 0 DEXCOM, INC. CMN 252131107 267414 2155 SH DFND 1,2,3 0 2155 0 PDD HOLDINGS INC SPONSORED ADR CMN 722304102 266284 1820 SH DFND 1,2,3 0 1820 0 NXP SEMICONDUCTORS N.V. CMN N6596X109 261835 1140 SH DFND 1,2,3 0 1140 0 NORTHROP GRUMMAN CORP CMN 666807102 262158 560 SH DFND 1,2,3 0 560 0 ELEVANCE HEALTH INC CMN 036752103 259358 550 SH DFND 1,2,3 0 550 0 U.S. BANCORP CMN 902973304 256434 5925 SH DFND 1,2,3 0 5925 0 TJX COMPANIES INC (NEW) CMN 872540109 258447 2755 SH DFND 1,2,3 0 2755 0 PAYCHEX, INC. CMN 704326107 256086 2150 SH DFND 1,2,3 0 2150 0 IDEXX LABORATORIES CMN 45168D104 255323 460 SH DFND 1,2,3 0 460 0 DEERE & COMPANY CMN 244199105 253917 635 SH DFND 1,2,3 0 635 0 CROWDSTRIKE HOLDINGS, INC. CMN 22788C105 254043 995 SH DFND 1,2,3 0 995 0 SHERWIN-WILLIAMS CO CMN 824348106 251079 805 SH DFND 1,2,3 0 805 0 STRYKER CORPORATION CMN 863667101 250049 835 SH DFND 1,2,3 0 835 0 AMERICAN EXPRESS CO. CMN 025816109 244479 1305 SH DFND 1,2,3 0 1305 0 BOEING COMPANY CMN 097023105 242414 930 SH DFND 1,2,3 0 930 0 ASML HOLDING N.V. ADR CMN N07059210 238430 315 SH DFND 1,2,3 0 315 0 DEVON ENERGY CORPORATION (NEW) CMN 25179M103 237371 5240 SH DFND 1,2,3 0 5240 0 EATON CORP PLC CMN G29183103 237208 985 SH DFND 1,2,3 0 985 0 ILLUMINA, INC CMN 452327109 236012 1695 SH DFND 1,2,3 0 1695 0 AES CORP. CMN 00130H105 235813 12250 SH DFND 1,2,3 0 12250 0 LULULEMON ATHLETICA INC. CMN 550021109 235193 460 SH DFND 1,2,3 0 460 0 CIGNA GROUP/THE CMN 125523100 235068 785 SH DFND 1,2,3 0 785 0 ILLINOIS TOOL WORKS CMN 452308109 233127 890 SH DFND 1,2,3 0 890 0 PACCAR INC CMN 693718108 222349 2277 SH DFND 1,2,3 0 2277 0 L3HARRIS TECHNOLOGIES INC CMN 502431109 227470 1080 SH DFND 1,2,3 0 1080 0 REALTY INCOME CORPORATION CMN 756109104 225661 3930 SH DFND 1,2,3 0 3930 0 EXELON CORPORATION CMN 30161N101 225451 6280 SH DFND 1,2,3 0 6280 0 ARISTA NETWORKS, INC. CMN 040413106 224912 955 SH DFND 1,2,3 0 955 0 SERVICENOW INC CMN 81762P102 222544 315 SH DFND 1,2,3 0 315 0 EDWARDS LIFESCIENCES CORPORATION CMN 28176E108 221888 2910 SH DFND 1,2,3 0 2910 0 HALLIBURTON COMPANY CMN 406216101 217984 6030 SH DFND 1,2,3 0 6030 0 ATLASSIAN CORP CMN 049468101 217642 915 SH DFND 1,2,3 0 915 0 VERISK ANALYTICS, INC. CMN 92345Y106 216168 905 SH DFND 1,2,3 0 905 0 BOSTON SCIENTIFIC CORP. CMN 101137107 215631 3730 SH DFND 1,2,3 0 3730 0 JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY CMN G51502105 212692 3690 SH DFND 1,2,3 0 3690 0 GENERAL DYNAMICS CORP. CMN 369550108 209034 805 SH DFND 1,2,3 0 805 0 WARNER BROS DISCOVERY INC CMN 934423104 170700 15000 SH DFND 1,2,3 0 15000 0 KEYCORP CMN 493267108 184464 12810 SH DFND 1,2,3 0 12810 0