Institutions / Alta Park Capital, LP
Alta Park Capital, LP
CIK 1621855 · Institution · as of Dec 31, 2025
Portfolio value
$831.07M
Positions
34
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| Western Digital Corp | $67.78M | 8.2% |
| NU Holdings Ltd/Cayman Islands | $56.66M | 6.8% |
| Sandisk Corp | $46.98M | 5.7% |
| NVIDIA Corp | $42.13M | 5.1% |
| Compass, Inc. | $38.00M | 4.6% |
| AppLovin Corp | $35.19M | 4.2% |
| Meta Platforms Inc | $34.54M | 4.2% |
| Applied Materials Inc /De | $31.69M | 3.8% |
| Teradyne, Inc | $31.57M | 3.8% |
| Netflix Inc | $30.87M | 3.7% |
| Spotify Technology SA | $30.12M | 3.6% |
| Palo Alto Networks Inc | $26.37M | 3.2% |
| SentinelOne, Inc. | $22.48M | 2.7% |
| Semtech Corp | $20.91M | 2.5% |
| Shopify Inc | $20.19M | 2.4% |
| Twilio Inc | $19.98M | 2.4% |
| Tower Semiconductor Ltd | $19.47M | 2.3% |
| ASML Holding NV | $19.42M | 2.3% |
| Onto Innovation Inc. | $19.36M | 2.3% |
| Broadcom Inc. | $19.28M | 2.3% |
| Carvana Co. | $19.16M | 2.3% |
| Rubrik, Inc. | $18.95M | 2.3% |
| Rocket Companies, Inc. | $18.81M | 2.3% |
| DoorDash, Inc. | $18.30M | 2.2% |
| Netskope Inc | $15.95M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.