Alta Park Capital, LP
CIK: 0001621855Latest portfolio: $831.1M · Q4 2025
Holdings
34
Total Value
$831.1M
New Positions
10
Closed Positions
16
Top Holdings
View All 34 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | WDCWestern Digital Corp | 393,479 | $67.8M | 8.16% | -77,421 | |
| 2 | NUNU Holdings Ltd/Cayman Islands | 3,384,592 | $56.7M | 6.82% | -1,154,642 | |
| 3 | SNDKSandisk Corp/DE | 197,896 | $47.0M | 5.65% | -43,033 | |
| 4 | NVDANVIDIA Corp | 225,911 | $42.1M | 5.07% | +6K | |
| 5 | COMPCompass Inc | 3,595,040 | $38.0M | 4.57% | +194K | |
| 6 | APPAppLovin Corp | 52,224 | $35.2M | 4.23% | -32,198 | |
| 7 | METAMeta Platforms Inc | 52,323 | $34.5M | 4.16% | -21,665 | |
| 8 | AMATApplied Materials Inc | 123,326 | $31.7M | 3.81% | -12,961 | |
| 9 | TERTeradyne Inc | 163,112 | $31.6M | 3.80% | -112,410 | |
| 10 | NFLXNetflix Inc | 329,241 | $30.9M | 3.71% | +305K | |
| 11 | SPOTSpotify Technology SA | 51,873 | $30.1M | 3.62% | -3,323 | |
| 12 | PANWPalo Alto Networks Inc | 143,139 | $26.4M | 3.17% | +38K | |
| 13 | SSentinelOne Inc | 1,498,825 | $22.5M | 2.71% | +83K | |
| 14 | SMTCSemtech Corp | 283,726 | $20.9M | 2.52% | +80K | |
| 15 | SHOPShopify Inc | 125,412 | $20.2M | 2.43% | NEW | |
| 16 | TWLOTwilio Inc | 140,467 | $20.0M | 2.40% | +75K | |
| 17 | TSEMTower Semiconductor Ltd | 165,804 | $19.5M | 2.34% | NEW | |
| 18 | ASMLASML Holding NV | 18,150 | $19.4M | 2.34% | NEW | |
| 19 | ONTOOnto Innovation Inc | 122,617 | $19.4M | 2.33% | -3,495 | |
| 20 | AVGOBroadcom Inc | 55,715 | $19.3M | 2.32% | +6K | |
| 21 | CVNACarvana Co | 45,412 | $19.2M | 2.31% | -14,892 | |
| 22 | RBRKRubrik Inc | 247,762 | $18.9M | 2.28% | -96,372 | |
| 23 | RKTRocket Cos Inc | 971,564 | $18.8M | 2.26% | NEW | |
| 24 | DASHDoorDash Inc | 80,794 | $18.3M | 2.20% | NEW | |
| 25 | NTSKNetskope Inc | 909,091 | $15.9M | 1.92% | -403,722 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Technology0.0% ($6.778446976421325e+94T)
Communication Services0.0% ($3.453730869301232e+23T)
Financial Services0.0% ($5.7T)
Industrials0.0% ($131.7B)
Consumer Cyclical0.0% ($19.2M)
Unknown0.0% ($15.5M)
Filing History
Fund Information
Alta Park Capital, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $831.1M across 34 holdings. The largest position is Western Digital Corp (WDC), representing 8.2% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 16 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.