EdgeMarket › What Alta Park Capital, Lp reported owning
What Alta Park Capital, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
641.7MPositions
25Quarter
2026-03-31Shown below
24largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NFLX NETFLIX INC | 47.8M | 7.4% | 496.8K | 79.59 | -34.4% |
| NU Nu Holdings Ltd. | 44.4M | 6.9% | 3.1M | 14.58 | +7.0% |
| AAPL Apple Inc. | 37.3M | 5.8% | 147.0K | 309.35 | +36.9% |
| AMAT APPLIED MATERIALS INC /DE | 34.7M | 5.4% | 101.5K | 492.32 | +205.9% |
| WDC WESTERN DIGITAL CORP | 34.2M | 5.3% | 126.6K | 459.44 | +507.4% |
| SNDK Sandisk Corp | 33.1M | 5.2% | 52.1K | 1,596.08 | +3494.8% |
| NVDA NVIDIA CORP | 31.8M | 5.0% | 182.6K | 214.72 | +22.4% |
| ASML ASML HOLDING NV | 27.9M | 4.3% | 21.1K | 1,763.76 | +135.3% |
| TER TERADYNE, INC | 27.7M | 4.3% | 93.5K | 375.74 | +243.1% |
| TSEM TOWER SEMICONDUCTOR LTD | 26.6M | 4.1% | 151.7K | 222.59 | +344.7% |
| PANW Palo Alto Networks Inc | 25.7M | 4.0% | 160.6K | 357.87 | +94.0% |
| COMP Compass, Inc. | 24.8M | 3.9% | 3.4M | 11.75 | +41.9% |
| SPOT Spotify Technology S.A. | 23.2M | 3.6% | 47.8K | 533.72 | -24.2% |
| LITE Lumentum Holdings Inc. | 22.5M | 3.5% | 32.1K | 866.71 | +647.9% |
| META Meta Platforms, Inc. | 22.5M | 3.5% | 39.3K | 549.90 | -26.5% |
| COHR COHERENT CORP. | 22.4M | 3.5% | 94.1K | 289.52 | +234.5% |
| S SentinelOne, Inc. | 21.3M | 3.3% | 1.7M | 21.19 | +26.6% |
| ONTO ONTO INNOVATION INC. | 20.9M | 3.3% | 101.7K | 293.33 | +176.9% |
| AVGO Broadcom Inc. | 19.2M | 3.0% | 61.9K | 368.45 | +26.5% |
| LYV Live Nation Entertainment, Inc. | 18.3M | 2.9% | 120.2K | 181.82 | +12.3% |
| MIR Mirion Technologies, Inc. | 18.2M | 2.8% | 977.1K | 14.82 | -26.8% |
| TWLO TWILIO INC | 14.9M | 2.3% | 118.0K | 225.30 | +121.0% |
| MELI MERCADOLIBRE INC | 14.8M | 2.3% | 8.6K | 1,922.73 | -17.7% |
| NTSK Netskope Inc | 7.7M | 1.2% | 909.1K | 14.51 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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