Alta Park Capital, LP
Net buyer this quarter
$1.09B
26
+$139M
59.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $119M | 10.86% | 0.04% | Not reported | Q3 2025 |
 WDC | $87M | 7.97% | 0.04% | +7.6% | Q2 2025 |
 MRVL | $63.7M | 5.84% | 0.02% | Not reported | Q2 2021 |
 AMAT | $60.4M | 5.53% | 0.01% | -17.7% | Q3 2025 |
 TER | $58.4M | 5.35% | 0.08% | +29.1% | Q3 2025 |
 AMD | $57.5M | 5.27% | 0.01% | Not reported | Q3 2023 |
 TTWO | $56.1M | 5.14% | 0.12% | Not reported | Q2 2018 |
 PANW | $54.8M | 5.02% | 0.02% | Not reported | Q2 2017 |
 COMP | $47.7M | 4.37% | 0.51% | +14.2% | Q2 2021 |
 NU | $45.5M | 4.17% | Not reported | +10.0% | Q4 2021 |
 SMTC | $41.7M | 3.83% | 0.28% | Not reported | Q3 2025 |
 GFS | $38.8M | 3.56% | 0.08% | New | Q2 2026 |
 ASML | $38.4M | 3.52% | 0.01% | -8.5% | Q4 2025 |
 STM | $38M | 3.48% | 0.06% | New | Q2 2026 |
 TSEM | $34.2M | 3.13% | 0.12% | -13.5% | Q4 2025 |
 NVDA | $31.6M | 2.89% | 0.00% | -13.6% | Q1 2023 |
 S | $30.4M | 2.78% | Not reported | +8.1% | Q2 2021 |
 DPC | $28.7M | 2.63% | 0.39% | New | Q2 2026 |
 DDOG | $24.2M | 2.22% | 0.12% | Not reported | Q3 2019 |
 SNOW | $24.2M | 2.21% | 0.03% | Not reported | Q2 2023 |
 META | $23.8M | 2.18% | Not reported | +7.5% | Q4 2015 |
 NFLX | $22.1M | 2.02% | 0.01% | -37.7% | Q4 2015 |
 MELI | $13.7M | 1.26% | 0.02% | -5.7% | Q4 2018 |
 COHR | $13M | 1.19% | 0.02% | -65.0% | Q3 2025 |
 FWONK | $12.8M | 1.17% | Not reported | Not reported | Q2 2024 |
 OKTA | $12.8M | 1.17% | Not reported | Not reported | Q1 2020 |
| Q1 2026 | |||||
| NFLX | $47.8M | 7.44% | 0.01% | +50.9% | Q4 2015 |
| NU | $44.4M | 6.92% | Not reported | -8.6% | Q4 2021 |
 AAPL | $37.3M | 5.81% | 0.00% | Not reported | Q1 2016 |
| AMAT | $34.7M | 5.41% | 0.01% | -17.7% | Q3 2025 |
| WDC | $34.2M | 5.34% | 0.04% | -67.8% | Q2 2025 |
| SNDK | $33.1M | 5.16% | 0.04% | -73.7% | Q3 2025 |
| NVDA | $31.8M | 4.96% | 0.00% | -19.2% | Q1 2023 |
| ASML | $27.9M | 4.34% | 0.01% | +16.2% | Q4 2025 |
| TER | $27.7M | 4.32% | 0.06% | -42.7% | Q3 2025 |
| TSEM | $26.6M | 4.15% | 0.13% | -8.5% | Q4 2025 |
| PANW | $25.7M | 4.01% | 0.02% | +12.2% | Q2 2017 |
| COMP | $24.8M | 3.86% | 0.45% | -5.8% | Q2 2021 |
 SPOT | $23.2M | 3.61% | 0.02% | -7.9% | Q2 2018 |
 LITE | $22.5M | 3.51% | 0.04% | New | Q1 2026 |
| META | $22.5M | 3.50% | Not reported | -24.9% | Q4 2015 |
| COHR | $22.4M | 3.49% | 0.05% | Not reported | Q3 2025 |
| S | $21.3M | 3.32% | Not reported | +10.4% | Q2 2021 |
 ONTO | $20.9M | 3.25% | 0.20% | -17.0% | Q3 2025 |
 AVGO | $19.2M | 2.98% | 0.00% | +11.1% | Q1 2016 |
 LYV | $18.3M | 2.86% | 0.05% | New | Q1 2026 |
 MIR | $18.2M | 2.83% | 5.21% | +73.7% | Q3 2025 |
 TWLO | $14.9M | 2.31% | 0.08% | -16.0% | Q2 2025 |
| MELI | $14.8M | 2.31% | 0.02% | +11.0% | Q4 2018 |
 NTSK | $7.72M | 1.20% | Not reported | Not reported | Q3 2025 |
| Q4 2025 | |||||
| WDC | $67.8M | 8.16% | 0.12% | -16.4% | Q2 2025 |
| NU | $56.7M | 6.82% | Not reported | -25.4% | Q4 2021 |
| SNDK | $47M | 5.65% | 0.14% | -17.9% | Q3 2025 |
| NVDA | $42.1M | 5.07% | 0.00% | +2.9% | Q1 2023 |
| COMP | $38M | 4.57% | 0.64% | +5.7% | Q2 2021 |
 APP | $35.2M | 4.23% | 0.02% | -38.1% | Q4 2021 |
| META | $34.5M | 4.16% | Not reported | -29.3% | Q4 2015 |
| AMAT | $31.7M | 3.81% | 0.02% | -9.5% | Q3 2025 |
| TER | $31.6M | 3.80% | 0.10% | -40.8% | Q3 2025 |
| NFLX | $30.9M | 3.71% | 0.01% | +37.8% | Q4 2015 |
| SPOT | $30.1M | 3.62% | 0.03% | -6.0% | Q2 2018 |
| PANW | $26.4M | 3.17% | 0.02% | +36.3% | Q2 2017 |
| S | $22.5M | 2.71% | Not reported | +5.8% | Q2 2021 |
| SMTC | $20.9M | 2.52% | 0.31% | +39.3% | Q3 2025 |
 SHOP | $20.2M | 2.43% | 0.03% | Not reported | Q2 2016 |
| TWLO | $20M | 2.40% | 0.09% | +114.8% | Q2 2025 |
| TSEM | $19.5M | 2.34% | 0.15% | New | Q4 2025 |
| ASML | $19.4M | 2.34% | 0.00% | New | Q4 2025 |
| ONTO | $19.4M | 2.33% | 0.25% | -2.8% | Q3 2025 |
| AVGO | $19.3M | 2.32% | 0.00% | +11.6% | Q1 2016 |
 CVNA | $19.2M | 2.31% | Not reported | -24.7% | Q2 2017 |
 RBRK | $18.9M | 2.28% | Not reported | -28.0% | Q3 2025 |
 RKT | $18.8M | 2.26% | Not reported | New | Q4 2025 |
 DASH | $18.3M | 2.20% | Not reported | Not reported | Q3 2021 |
| NTSK | $15.9M | 1.92% | Not reported | -30.8% | Q3 2025 |
| MELI | $15.5M | 1.87% | 0.02% | +7.1% | Q4 2018 |
 MU | $15.5M | 1.87% | 0.00% | Not reported | Q1 2020 |
 U | $13.8M | 1.66% | 0.07% | -25.3% | Q3 2020 |
| MIR | $13.2M | 1.59% | 3.00% | -8.0% | Q3 2025 |
 MDB | $10.4M | 1.25% | 0.03% | -58.6% | Q4 2023 |
 CRDO | $9.77M | 1.18% | 0.04% | New | Q4 2025 |
 GOOGL | $9.72M | 1.17% | 0.00% | Not reported | Q4 2015 |
| TTWO | $9.64M | 1.16% | 0.02% | Not reported | Q2 2018 |
 AXON | $9.38M | 1.13% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| NU | $72.7M | 6.35% | Not reported | +4.2% | Q4 2021 |
| APP | $60.7M | 5.30% | 0.02% | +46.9% | Q4 2021 |
| WDC | $56.5M | 4.94% | 0.14% | -29.1% | Q2 2025 |
| META | $54.3M | 4.75% | Not reported | +2.4% | Q4 2015 |
 BABA | $46.3M | 4.05% | 0.00% | Not reported | Q4 2015 |
| NVDA | $41M | 3.58% | 0.00% | -18.9% | Q1 2023 |
| SPOT | $38.5M | 3.37% | 0.03% | +22.3% | Q2 2018 |
| TER | $37.9M | 3.31% | 0.18% | New | Q3 2025 |
 ORCL | $31.8M | 2.78% | 0.00% | -58.9% | Q2 2024 |
| NTSK | $29.8M | 2.61% | Not reported | New | Q3 2025 |
| NFLX | $28.6M | 2.50% | 0.01% | +2.8% | Q4 2015 |
| RBRK | $28.3M | 2.47% | Not reported | New | Q3 2025 |
| AMAT | $27.9M | 2.44% | 0.02% | New | Q3 2025 |
 RBLX | $27.6M | 2.41% | 0.03% | Not reported | Q1 2023 |
 WIX | $27.5M | 2.40% | 0.28% | +51.8% | Q3 2016 |
| COMP | $27.3M | 2.39% | 0.61% | +7.5% | Q2 2021 |
| SNDK | $27M | 2.36% | 0.17% | New | Q3 2025 |
| S | $24.9M | 2.18% | Not reported | +5.7% | Q2 2021 |
 VRT | $24.3M | 2.12% | 0.04% | -25.4% | Q2 2024 |
 ANET | $23.7M | 2.07% | 0.01% | -34.8% | Q2 2025 |
| COHR | $23.3M | 2.04% | 0.14% | New | Q3 2025 |
| CVNA | $22.7M | 1.99% | Not reported | +7.8% | Q2 2017 |
| PANW | $21.4M | 1.87% | 0.02% | Not reported | Q2 2017 |
| MRVL | $19.2M | 1.68% | 0.03% | +121.2% | Q2 2021 |
| MDB | $18.5M | 1.62% | 0.07% | Not reported | Q4 2023 |
| MELI | $16.8M | 1.47% | 0.01% | -57.6% | Q4 2018 |
| U | $16.8M | 1.46% | 0.10% | Not reported | Q3 2020 |
| AVGO | $16.5M | 1.44% | 0.00% | Not reported | Q1 2016 |
| ONTO | $16.3M | 1.42% | 0.26% | New | Q3 2025 |
| SMTC | $14.5M | 1.27% | 0.23% | New | Q3 2025 |
| MIR | $14.2M | 1.24% | 3.26% | New | Q3 2025 |
 COIN | $13.8M | 1.21% | 0.02% | +85.6% | Q2 2025 |
| CFLT | $9.38M | 0.82% | 0.43% | New | Q3 2025 |
 MSFT | $9.35M | 0.82% | 0.00% | Not reported | Q4 2015 |
 RDDT | $8.49M | 0.74% | Not reported | Not reported | Q4 2024 |
| TWLO | $6.54M | 0.57% | 0.04% | -78.6% | Q2 2025 |
 MGNI | $5.57M | 0.49% | 0.18% | -38.2% | Q4 2020 |
 MQ | $3.15M | 0.27% | Not reported | Not reported | Q2 2021 |