Number of Shares
470,000.00
Current Holdings Value*
$4.77 Mil
% of Portfolio
1.86%
Total Estimate Gain
$989,571.58
% of Total Estimate Gain
10.26%

LKCM Small Cap Equity Fund's Alphatec Holdings Inc Holding Summary

As of 2025-03-31, LKCM Funds held 470,000.00 shares of Alphatec Holdings Inc(ATEC), totaling $4.77 Mil. This investment constitutes 1.86% of their stock portfolio, and LKCM Funds now holds 0.32% of the outstanding Alphatec Holdings Inc(ATEC) stock.

The initial trade took place in 2021Q3. And since then LKCM Small Cap Equity Fund has made 8 purchases of ATEC, at an average price of $9.72, for a total of 993,110.00 shares. In addition, there have been 5 sales at an average price of $10.79 for 523,110.00 shares. Based on historical transaction data and ATEC's current price of $10.63, LKCM Small Cap Equity Fund's estimated gain on his ATEC holdings is $989,571.58, reflecting a 10.26% gain to date.

LKCM Small Cap Equity Fund ATEC ($10.63) Holding Chart

LKCM Small Cap Equity Fund ATEC ($10.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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