# Alta Park Capital, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1621855. Source: https://holderbook.com/funds/1621855-alta-park-capital-lp/

- Reported value: $1.1B
- Positions: 27
- Weight of the ten largest: 59.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $118.5M | 52,132 | 10.9% | 4 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $87.0M | 136,238 | 8.0% | 5 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $63.7M | 213,865 | 5.8% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $60.4M | 83,541 | 5.5% | 4 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $58.4M | 120,779 | 5.4% | 4 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $57.5M | 99,017 | 5.3% | 1 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $56.1M | 224,240 | 5.1% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $54.8M | 160,554 | 5.0% | 25 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $47.7M | 3,867,921 | 4.4% | 11 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $45.5M | 3,402,399 | 4.2% | 19 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $41.7M | 257,938 | 3.8% | 1 |
| GLOBALFOUNDRIES INC | [GFS](https://holderbook.com/stocks/GFS/) | $38.8M | 471,201 | 3.6% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $38.4M | 19,310 | 3.5% | 3 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $38.0M | 506,977 | 3.5% | 1 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $34.2M | 131,216 | 3.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $31.6M | 157,820 | 2.9% | 14 |
| SENTINELONE INC | [S](https://holderbook.com/stocks/S/) | $30.4M | 1,789,478 | 2.8% | 21 |
| DPC HOLDINGS PLC | [DPC](https://holderbook.com/stocks/DPC/) | $28.7M | 584,079 | 2.6% | 1 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $24.2M | 92,914 | 2.2% | 1 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $24.2M | 94,966 | 2.2% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $23.8M | 42,230 | 2.2% | 14 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $22.1M | 309,505 | 2.0% | 8 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $13.7M | 8,075 | 1.3% | 16 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $13.4M | 0 | 1.2% | 1 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $13.0M | 32,965 | 1.2% | 2 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $12.8M | 134,700 | 1.2% | 1 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $12.8M | 93,900 | 1.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +51.0% | +14.8% | +36.1% | 100% |
| Q1 2026 | +6.1% | -4.6% | +10.7% | 100% |
| Q4 2025 | +4.3% | +2.4% | +1.9% | 100% |
| Q3 2025 | +14.1% | +7.8% | +6.3% | 92% |
| Q2 2025 | +17.5% | +10.5% | +7.0% | 100% |
| Q1 2025 | -8.5% | -4.6% | -4.0% | 100% |
| Q4 2024 | +4.4% | +2.1% | +2.3% | 100% |
| Q3 2024 | +2.1% | +5.4% | -3.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.1B | 27 |
| Q1 2026 | $641.7M | 25 |
| Q4 2025 | $831.1M | 34 |
| Q3 2025 | $1.1B | 40 |
| Q2 2025 | $881.1M | 31 |
| Q1 2025 | $515.3M | 21 |
| Q4 2024 | $764.2M | 34 |
| Q3 2024 | $786.6M | 34 |
| Q2 2024 | $802.0M | 29 |
| Q1 2024 | $995.3M | 36 |
| Q4 2023 | $972.7M | 39 |
| Q3 2023 | $807.8M | 30 |