Attorney in Fact

0000950123-23-004265.txt : 20230510 0000950123-23-004265.hdr.sgml : 20230510 20230510112344 ACCESSION NUMBER: 0000950123-23-004265 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 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: 23905044 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 03-31-2023 03-31-2023 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 05-03-2023 4 120 126255743 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 22501.xml INFORMATION TABLE FOR FORM 13F Applovin CMN Class A 03831W108 415139 26358 SH DFND 1,2,3 0 26358 0 Unity CMN Class A 91332U101 13426894 413899 SH DFND 1,2 0 413899 0 SimilarWeb SHS M84137104 11368811 1681777 SH DFND 1,2 0 1681777 0 iShares Biotechnology ETF ISHARES BIOTECH 464287556 4462349 34549 SH DFND 1,2 0 34549 0 Healthcare Select Sector SPDR Fund SBI HEALTHCARE 81369Y209 3843538 29689 SH DFND 1,2,4 0 29689 0 APPLE INC. CMN 037833100 10633577 64485 SH DFND 1,2,4 0 64485 0 MICROSOFT CORPORATION CMN 594918104 10328348 35825 SH DFND 1,2,4 0 35825 0 ALPHABET INC. CMN CLASS A 02079K305 6271620 60461 SH DFND 1,2,4 0 60461 0 AMAZON.COM, INC. CMN 023135106 4931581 47745 SH DFND 1,2,4 0 47745 0 NVIDIA CORPORATION CMN 67066G104 4152662 14950 SH DFND 1,2,4 0 14950 0 TESLA, INC. CMN 88160R101 2938671 14165 SH DFND 1,2,4 0 14165 0 Meta Platforms, Inc. CMN CLASS A 30303M102 2383477 11246 SH DFND 1,2,4 0 11246 0 Broadcom Inc. CMN 11135F101 1549319 2415 SH DFND 1,2,4 0 2415 0 PEPSICO, INC. CMN 713448108 1457489 7995 SH DFND 1,2,4 0 7995 0 CISCO SYSTEMS, INC. CMN 17275R102 1329353 25430 SH DFND 1,2,4 0 25430 0 COSTCO WHOLESALE CORPORATION CMN 22160K105 1197457 2410 SH DFND 1,2,4 0 2410 0 BERKSHIRE HATHAWAY INC., CLASS B 084670702 1065257 3450 SH DFND 1,2,4 0 3450 0 TEXAS INSTRUMENTS INCORPORATED CMN 882508104 1021195 5490 SH DFND 1,2,4 0 5490 0 COMCAST CORPORATION CMN CLASS A 20030N101 1019779 26900 SH DFND 1,2,4 0 26900 0 VISA INC. CMN CLASS A 92826C839 944677 4190 SH DFND 1,2,4 0 4190 0 ADVANCED MICRO DEVICES, INC. CMN 007903107 923254 9420 SH DFND 1,2,4 0 9420 0 UNITEDHEALTH GROUP INCORPORATED CMN 91324P102 905010 1915 SH DFND 1,2,4 0 1915 0 EXXON MOBIL CORPORATION CMN 30231G102 873990 7970 SH DFND 1,2,4 0 7970 0 NETFLIX, INC. CMN 64110L106 865427 2505 SH DFND 1,2,4 0 2505 0 ADOBE INC. CMN 00724F101 827775 2148 SH DFND 1,2,4 0 2148 0 JOHNSON & JOHNSON CMN 478160104 807550 5210 SH DFND 1,2,4 0 5210 0 APPLIED MATERIALS, INC. CMN 038222105 791639 6445 SH DFND 1,2,4 0 6445 0 QUALCOMM INCORPORATED CMN 747525103 752084 5895 SH DFND 1,2,4 0 5895 0 MASTERCARD INCORPORATED. CMN CLASS A 57636Q104 744991 2050 SH DFND 1,2,4 0 2050 0 JPMORGAN CHASE & CO. CMN 46625H100 739509 5675 SH DFND 1,2,4 0 5675 0 MERCK & CO., INC. CMN 58933Y105 709621 6670 SH DFND 1,2,4 0 6670 0 T-MOBILE US, INC. CMN 872590104 703198 4855 SH DFND 1,2,4 0 4855 0 HONEYWELL INTERNATIONAL INC. CMN 438516106 701410 3670 SH DFND 1,2,4 0 3670 0 STARBUCKS CORPORATION CMN 855244109 692985 6655 SH DFND 1,2,4 0 6655 0 GILEAD SCIENCES, INC. CMN 375558103 681599 8215 SH DFND 1,2,4 0 8215 0 ANALOG DEVICES, INC. CMN 032654105 668576 3390 SH DFND 1,2,4 0 3390 0 Mondelez International, Inc. CMN 609207105 647350 9285 SH DFND 1,2,4 0 9285 0 ABBVIE INC. CMN 00287Y109 636683 3995 SH DFND 1,2,4 0 3995 0 BOOKING HOLDINGS INC. CMN 09857L108 636578 240 SH DFND 1,2,4 0 240 0 CHEVRON CORPORATION CMN 166764100 616745 3780 SH DFND 1,2,4 0 3780 0 LAM RESEARCH CORPORATION CMN 512807108 612289 1155 SH DFND 1,2,4 0 1155 0 THE HOME DEPOT, INC. CMN 437076102 602045 2040 SH DFND 1,2,4 0 2040 0 SALESFORCE, INC. CMN 79466L302 586354 2935 SH DFND 1,2,4 0 2935 0 INTEL CORPORATION CMN 458140100 577769 17685 SH DFND 1,2,4 0 17685 0 PROCTER & GAMBLE HEALTH LIMITED CMN 742718109 562048 3780 SH DFND 1,2,4 0 3780 0 INTUITIVE SURGICAL, INC. CMN 46120E602 542874 2125 SH DFND 1,2,4 0 2125 0 AUTOMATIC DATA PROCESSING, INC. CMN 053015103 536538 2410 SH DFND 1,2,4 0 2410 0 REGENERON PHARMACEUTICALS, INC. CMN 75886F107 529977 645 SH DFND 1,2,4 0 645 0 ELI LILLY AND COMPANY CMN 532457108 525433 1530 SH DFND 1,2,4 0 1530 0 PFIZER INC. CMN 717081103 495516 12145 SH DFND 1,2,4 0 12145 0 SYNOPSYS, INC. CMN 871607107 480881 1245 SH DFND 1,2,4 0 1245 0 VERTEX PHARMACEUTICALS INCORPORATED CMN 92532F100 467879 1485 SH DFND 1,2,4 0 1485 0 WALMART INC. CMN 931142103 465942 3160 SH DFND 1,2,4 0 3160 0 PAYPAL HOLDINGS, INC. CMN 70450Y103 465892 6135 SH DFND 1,2,4 0 6135 0 FISERV, INC. CMN 337738108 430079 3805 SH DFND 1,2,4 0 3805 0 LINDE PUBLIC LIMITED COMPANY CMN G54950103 412310 1160 SH DFND 1,2,4 0 1160 0 CADENCE DESIGN SYSTEMS, INC. CMN 127387108 408625 1945 SH DFND 1,2,4 0 1945 0 PROLOGIS, INC. CMN 74340W103 405253 3248 SH DFND 1,2,4 0 3248 0 Philip Morris International Inc. CMN 718172109 399698 4110 SH DFND 1,2,4 0 4110 0 INTUIT INC. CMN 461202103 403476 905 SH DFND 1,2,4 0 905 0 NEXTERA ENERGY, INC. CMN 65339F101 394650 5120 SH DFND 1,2,4 0 5120 0 MCDONALD'S CORPORATION CMN 580135101 392852 1405 SH DFND 1,2,4 0 1405 0 THE COCA-COLA COMPANY CMN 191216100 388618 6265 SH DFND 1,2,4 0 6265 0 THERMO FISHER SCIENTIFIC INC. CMN 883556102 389050 675 SH DFND 1,2,4 0 675 0 MORGAN STANLEY CMN 617446448 386759 4405 SH DFND 1,2,4 0 4405 0 KLA Corporation CMN 482480100 371228 930 SH DFND 1,2,4 0 930 0 VERIZON COMMUNICATIONS INC. CMN 92343V104 370622 9530 SH DFND 1,2,4 0 9530 0 Credit Suisse Group Ltd CMN 126408103 367364 12270 SH DFND 1,2,4 0 12270 0 Xcel Energy Inc. CMN 98389B100 359455 5330 SH DFND 1,2,4 0 5330 0 BANK OF AMERICA CORPORATION CMN 060505104 344058 12030 SH DFND 1,2,4 0 12030 0 MODERNA, INC. CMN 60770K107 336340 2190 SH DFND 1,2,4 0 2190 0 MONSTER BEVERAGE CORPORATION CMN 61174X109 332162 6150 SH DFND 1,2,4 0 6150 0 CVS HEALTH CORPORATION CMN 126650100 331423 4460 SH DFND 1,2,4 0 4460 0 RAYTHEON TECHNOLOGIES CORPORATION CMN 75513E101 330024 3370 SH DFND 1,2,4 0 3370 0 ABBOTT LABORATORIES CMN 002824100 326057 3220 SH DFND 1,2,4 0 3220 0 CONOCOPHILLIPS CMN 20825C104 317968 3205 SH DFND 1,2,4 0 3205 0 S&P Global Inc. CMN 78409V104 317188 920 SH DFND 1,2,4 0 920 0 WELLS FARGO & COMPANY CMN 949746101 312684 8365 SH DFND 1,2,4 0 8365 0 O'Reilly Automotive, Inc. CMN 67103H107 297143 350 SH DFND 1,2,4 0 350 0 CHARTER COMMUNICATIONS, INC. CMN 16119P108 296816 830 SH DFND 1,2,4 0 830 0 CATERPILLAR INC. CMN 149123101 290627 1270 SH DFND 1,2,4 0 1270 0 MICROCHIP TECHNOLOGY INCORPORATED CMN 595017104 288622 3445 SH DFND 1,2,4 0 3445 0 ACTIVISION BLIZZARD, INC. CMN 00507V109 286727 3350 SH DFND 1,2,4 0 3350 0 UNITED PARCEL SERVICE, INC. CMN CLASS B 911312106 284195 1465 SH DFND 1,2,4 0 1465 0 MERCADOLIBRE, INC. CMN 58733R102 283383 215 SH DFND 1,2,4 0 215 0 AMERICAN TOWER CORPORATION CMN 03027X100 280968 1375 SH DFND 1,2,4 0 1375 0 NIKE, INC. CMN CLASS B 654106103 271648 2215 SH DFND 1,2,4 0 2215 0 DEXCOM, INC. CMN 252131107 271861 2340 SH DFND 1,2,4 0 2340 0 MEDTRONIC PUBLIC LIMITED COMPANY CMN G5960L103 267658 3320 SH DFND 1,2,4 0 3320 0 AT&T INC. CMN 00206R102 268538 13950 SH DFND 1,2,4 0 13950 0 LOCKHEED MARTIN CORPORATION CMN 539830109 267092 565 SH DFND 1,2,4 0 565 0 LOWE'S COMPANIES, INC. CMN 548661107 263960 1320 SH DFND 1,2,4 0 1320 0 ORACLE CORPORATION CMN 68389X105 260176 2800 SH DFND 1,2,4 0 2800 0 CINTAS CORPORATION CMN 172908105 256787 555 SH DFND 1,2,4 0 555 0 BLACKROCK, INC. CMN 09247X101 254266 380 SH DFND 1,2,4 0 380 0 ANSYS, INC. CMN 03662Q105 252928 760 SH DFND 1,2,4 0 760 0 DEERE & COMPANY CMN 244199105 241535 585 SH DFND 1,2,4 0 585 0 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A 192446102 241892 3970 SH DFND 1,2,4 0 3970 0 METLIFE, INC. CMN 59156R108 239872 4140 SH DFND 1,2,4 0 4140 0 MARRIOTT INTERNATIONAL, INC. CMN CLASS A 571903202 239098 1440 SH DFND 1,2,4 0 1440 0 STRYKER CORPORATION CMN 863667101 238367 835 SH DFND 1,2,4 0 835 0 WORKDAY, INC. CMN CLASS A 98138H101 234423 1135 SH DFND 1,2,4 0 1135 0 AMERICAN ELECTRIC POWER COMPANY, INC. CMN 025537101 233389 2565 SH DFND 1,2,4 0 2565 0 SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY CMN G7997R103 230428 3485 SH DFND 1,2,4 0 3485 0 TARGET CORPORATION CMN 87612E106 231882 1400 SH DFND 1,2,4 0 1400 0 THE KRAFT HEINZ COMPANY CMN 500754106 230860 5970 SH DFND 1,2,4 0 5970 0 IDEXX LABORATORIES, INC. CMN 45168D104 230037 460 SH DFND 1,2,4 0 460 0 UNION PACIFIC CORPORATION CMN 907818108 228430 1135 SH DFND 1,2,4 0 1135 0 WARNER BROS. DISCOVERY, INC. CMN 934423104 226500 15000 SH DFND 1,2,4 0 15000 0 THE BOEING COMPANY CMN 097023105 224114 1055 SH DFND 1,2,4 0 1055 0 THE WALT DISNEY COMPANY CMN 254687106 222289 2220 SH DFND 1,2,4 0 2220 0 ROSS STORES, INC. CMN 778296103 221281 2085 SH DFND 1,2,4 0 2085 0 ILLINOIS TOOL WORKS INC. CMN 452308109 216671 890 SH DFND 1,2,4 0 890 0 GENERAL ELECTRIC COMPANY CMN 369604301 216534 2265 SH DFND 1,2,4 0 2265 0 THE TJX COMPANIES, INC. CMN 872540109 215882 2755 SH DFND 1,2,4 0 2755 0 AMERICAN EXPRESS COMPANY CMN 025816109 215260 1305 SH DFND 1,2,4 0 1305 0 NXP Semiconductors NV CMN N6596X109 212582 1140 SH DFND 1,2,4 0 1140 0 COPART, INC. CMN 217204106 207204 2755 SH DFND 1,2,4 0 2755 0 ELEVANCE HEALTH, INC. CMN 036752103 202316 440 SH DFND 1,2,4 0 440 0 HEWLETT PACKARD ENTERPRISE COMPANY CMN 42824C109 164955 10355 SH DFND 1,2,4 0 10355 0