Alta Park Capital, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$641.7M
Q ending 2026-03-31
Prior quarter
$831.1M
Q ending 2025-12-31
Change
-22.8% QoQ · +24.5% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Netflix Inc. | NFLX | Shares | $47.8M | 497K |
| Nu Hldgs Ltd | Shares | $44.4M | 3.1M | |
| Apple Inc | AAPL | Shares | $37.3M | 147K |
| Applied Matls Inc | AMAT | Shares | $34.7M | 102K |
| Western Digital Corp | WDC | Shares | $34.2M | 127K |
| Sandisk Corp | SNDK | Shares | $33.1M | 52K |
| Nvidia Corporation | NVDA | Shares | $31.8M | 183K |
| Asml Hldg Nv | Shares | $27.9M | 21K | |
| Teradyne Inc | TER | Shares | $27.7M | 94K |
| Tower Semiconductor Ltd | Shares | $26.6M | 152K | |
| Palo Alto Networks Inc | PANW | Shares | $25.7M | 161K |
| Compass Inc | COMP | Shares | $24.8M | 3.4M |
| Spotify Technology S A | Shares | $23.2M | 48K | |
| Lumentum Hldgs Inc | LITE | Shares | $22.5M | 32K |
| Meta Platforms Inc | META | Shares | $22.5M | 39K |
| Coherent Corp | COHR | Shares | $22.4M | 94K |
| Sentinelone Inc | S | Shares | $21.3M | 1.7M |
| Onto Innovation Inc | ONTO | Shares | $20.9M | 102K |
| Marvell Technology Inc | MRVL | Call | $19.8M | 200K |
| Broadcom Inc | AVGO | Shares | $19.2M | 62K |
| Live Nation Entertainment In | LYV | Shares | $18.3M | 120K |
| Mirion Technologies Inc | MIR | Shares | $18.2M | 977K |
| Twilio Inc | TWLO | Shares | $14.9M | 118K |
| Mercadolibre Inc | MELI | Shares | $14.8M | 9K |
| Netskope Inc | NTSK | Shares | $7.7M | 909K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.