Alta Park Capital, LP
Top Portfolio Positions
25 positions ·
$641,706,291 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
496,791 | $47,766,454 | 7.44% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
3,092,081 | $44,433,203 | 6.92% | |
| AAPL |
Apple Inc.
Technology
|
147,004 | $37,308,145 | 5.81% | |
| AMAT |
Applied Materials Inc /De
Technology
|
101,510 | $34,695,102 | 5.41% | |
| WDC |
Western Digital Corp
Technology
|
126,583 | $34,239,435 | 5.34% | |
| SNDK |
Sandisk Corp
Technology
|
52,132 | $33,121,544 | 5.16% | |
| NVDA |
Nvidia Corp
Technology
|
182,561 | $31,838,638 | 4.96% | |
| ASML |
Asml Holding NV
Technology
|
21,098 | $27,866,871 | 4.34% | |
| TER |
Teradyne, Inc
Technology
|
93,536 | $27,729,682 | 4.32% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
151,666 | $26,614,349 | 4.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ONTO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,862,181 | 101,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,356,319 | 122,617 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,296,192 | 126,112 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||