Alta Park Capital, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Alta Park Capital, LP held in its portfolio 34 assets valued at $831,073,347 (i.e. $831.07M).
The most valuable assets in the portfolio included: Western Digital Corp ($67.79M), NU Holdings Ltd/Cayman Islands ($56.66M), and Sandisk Corp/DE ($46.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alta Park Capital, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Western Digital Corp | 393479 | 67784627 | COM |
| NU Holdings Ltd/Cayman Islands | 3384592 | 56658070 | ORD SHS CL A |
| Sandisk Corp/DE | 197896 | 46976552 | COM |
| NVIDIA Corp | 225911 | 42132402 | COM |
| Compass Inc | 3595040 | 37999573 | CL A |
| AppLovin Corp | 52224 | 35189576 | COM CL A |
| Meta Platforms Inc | 52323 | 34537889 | CL A |
| Applied Materials Inc | 123326 | 31693549 | COM |
| Teradyne Inc | 163112 | 31571959 | COM |
| Netflix Inc | 329241 | 30869636 | COM |
| Spotify Technology SA | 51873 | 30123170 | SHS |
| Palo Alto Networks Inc | 143139 | 26366204 | COM |
| SentinelOne Inc | 1498825 | 22482375 | CL A |
| Semtech Corp | 283726 | 20907769 | COM |
| Shopify Inc | 125412 | 20187570 | CL A SUB VTG SHS |
| Twilio Inc | 140467 | 19980026 | CL A |
| Tower Semiconductor Ltd | 165804 | 19468706 | SHS NEW |
| ASML Holding NV | 18150 | 19417959 | N Y REGISTRY SHS |
| Onto Innovation Inc | 122617 | 19356320 | COM |
| Broadcom Inc | 55715 | 19282962 | COM |
| Carvana Co | 45412 | 19164772 | CL A |
| Rubrik Inc | 247762 | 18948838 | CL A |
| Rocket Cos Inc | 971564 | 18809479 | COM CL A |
| DoorDash Inc | 80794 | 18298225 | CL A |
| Netskope Inc | 909091 | 15945456 | CL A |
| MercadoLibre Inc | 7714 | 15538002 | COM |
| Micron Technology Inc | 54362 | 15515458 | COM |
| Unity Software Inc | 312807 | 13816685 | COM |
| Mirion Technologies Inc | 562522 | 13174265 | COM CL A |
| MongoDB Inc | 24687 | 10360887 | CL A |
| Credo Technology Group Holding | 67868 | 9765527 | ORDINARY SHARES |
| Alphabet Inc | 31070 | 9724910 | CAP STK CL A |
| Take-Two Interactive Software | 37652 | 9640042 | COM |
| Axon Enterprise Inc | 16523 | 9383907 | COM |
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