Alta Park Capital, LP

CIK

1621855

Location

San Francisco, CA

Portfolio Value

Mid $1,091,326,713

Diversification

Diversified

Filing Date

Global Rank

#2,376 / 8,794 ▲ 470 · as of Jun 2026

Top Industry

Semiconductors 29.2%

Period ended 3 months ago

Filed Aug 14, 2026 · 51d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.9%

+3.4 pts

Top 5

35.6%

+4.6 pts

Top 10

59.5%

+5.7 pts

HHI

501

Diversified+51

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	77.1%	$841,060,593	19
Communication Services	10.5%	$114,757,266	4
Real Estate	4.4%	$47,691,465	1
Financial Services	4.2%	$45,456,050	1
Industrials	2.6%	$28,654,915	1
Consumer Cyclical	1.3%	$13,706,424	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
COMP	Compass, Inc.	+481,399	3,867,921	$47,691,465
NU	Nu Holdings Ltd.	+310,318	3,402,399	$45,456,050
S	SentinelOne, Inc.	+134,146	1,789,478	$30,367,441
TER	Teradyne, Inc	+27,243	120,779	$58,437,711
MRVL	Marvell Technology, Inc.	+13,865	213,865	$63,708,244
WDC	Western Digital Corp	+9,655	136,238	$87,017,935
META	Meta Platforms, Inc.	+2,945	42,230	$23,787,736
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−187,286	309,505	$22,098,657
COHR	Coherent Corp.	−61,098	32,965	$13,003,703
NVDA	Nvidia Corp	−24,741	157,820	$31,578,203
TSEM	Tower Semiconductor Ltd	−20,450	131,216	$34,200,138
AMAT	Applied Materials Inc /De	−17,969	83,541	$60,400,143
ASML	Asml Holding NV	−1,788	19,310	$38,416,084
MELI	Mercadolibre Inc	−484	8,075	$13,706,424
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	99,017	$57,519,965
TTWO	Take Two Interactive Software Inc	224,240	$56,055,515
SMTC	Semtech Corp	257,938	$41,747,265
GFS	GLOBALFOUNDRIES Inc.	471,201	$38,831,674
STM	STMicroelectronics N.V.	506,977	$37,967,507
DPC	DPC Holdings PLC	584,079	$28,654,915
DDOG	Datadog, Inc.	92,914	$24,191,089
SNOW	Snowflake Inc.	94,966	$24,168,847
ON	On Semiconductor Corp	141,800	$13,405,772
FWONA	Liberty Media Corp	134,700	$12,815,358
OKTA	Okta, Inc.	93,900	$12,812,655
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	147,004	$37,308,145
SPOT	Spotify Technology S.A.	47,758	$23,158,331
LITE	Lumentum Holdings Inc.	32,078	$22,543,135
ONTO	Onto Innovation Inc.	101,732	$20,862,181
AVGO	Broadcom Inc.	61,884	$19,153,716
LYV	Live Nation Entertainment, Inc.	120,218	$18,334,447
MIR	Mirion Technologies, Inc.	977,138	$18,164,995
TWLO	Twilio Inc	118,027	$14,850,157
NTSK	Netskope Inc	909,091	$7,718,182
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $1,091,326,713 total · filing declares 27 positions · $1,091,326,724 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDK	Sandisk Corp Technology	Held	52,132	0	$118,534,092	+257.9%	10.86%
WDC	Western Digital Corp Technology	Added	136,238	+9,655	$87,017,935	+154.1%	7.97%
MRVL	Marvell Technology, Inc. Technology	Added	213,865	+13,865	$63,708,244	+221.6%	5.84%
AMAT	Applied Materials Inc /De Technology	Reduced	83,541	-17,969	$60,400,143	+74.1%	5.53%
TER	Teradyne, Inc Technology	Added	120,779	+27,243	$58,437,711	+110.7%	5.35%
AMD	Advanced Micro Devices Inc Technology	NEW	99,017	NEW	$57,519,965	NEW	5.27%
TTWO	Take Two Interactive Software Inc Communication Services	NEW	224,240	NEW	$56,055,515	NEW	5.14%
PANW	Palo Alto Networks Inc Technology	Held	160,554	0	$54,752,125	+112.7%	5.02%
COMP	Compass, Inc. Real Estate	Added	3,867,921	+481,399	$47,691,465	+92.7%	4.37%
NU	Nu Holdings Ltd. Financial Services	Added	3,402,399	+310,318	$45,456,050	+2.3%	4.17%
SMTC	Semtech Corp Technology	NEW	257,938	NEW	$41,747,265	NEW	3.83%
GFS	GLOBALFOUNDRIES Inc. Technology	NEW	471,201	NEW	$38,831,674	NEW	3.56%
ASML	Asml Holding NV Technology	Reduced	19,310	-1,788	$38,416,084	+37.9%	3.52%
STM	STMicroelectronics N.V. Technology	NEW	506,977	NEW	$37,967,507	NEW	3.48%
TSEM	Tower Semiconductor Ltd Technology	Reduced	131,216	-20,450	$34,200,138	+28.5%	3.13%
NVDA	Nvidia Corp Technology	Reduced	157,820	-24,741	$31,578,203	−0.8%	2.89%
S	SentinelOne, Inc. Technology	Added	1,789,478	+134,146	$30,367,441	+42.4%	2.78%
DPC	DPC Holdings PLC Industrials	NEW	584,079	NEW	$28,654,915	NEW	2.63%
DDOG	Datadog, Inc. Technology	NEW	92,914	NEW	$24,191,089	NEW	2.22%
SNOW	Snowflake Inc. Technology	NEW	94,966	NEW	$24,168,847	NEW	2.21%
META	Meta Platforms, Inc. Communication Services	Added	42,230	+2,945	$23,787,736	+5.8%	2.18%
NFLX	Netflix Inc Communication Services	Reduced	309,505	-187,286	$22,098,657	−53.7%	2.02%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	8,075	-484	$13,706,424	−7.4%	1.26%
ON	On Semiconductor Corp CALL Technology	NEW	141,800	NEW	$13,405,772	NEW	1.23%
COHR	Coherent Corp. Technology	Reduced	32,965	-61,098	$13,003,703	−42.0%	1.19%
FWONA	Liberty Media Corp Communication Services	NEW	134,700	NEW	$12,815,358	NEW	1.17%
OKTA	Okta, Inc. Technology	NEW	93,900	NEW	$12,812,655	NEW	1.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.