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 S
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,320,676 | 1,655,332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,482,375 | 1,498,825 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,938,383 | 1,416,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,499,843 | 1,340,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,395,323 | 2,111,954 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $46,885,378 | 2,111,954 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,517,939 | 2,111,954 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,639,257 | 1,978,112 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,656,458 | 1,915,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $47,259,665 | 1,722,291 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,029,585 | 2,492,858 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,842,943 | 3,234,632 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,176,680 | 1,722,291 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,506,980 | 1,816,791 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,021,757 | 1,722,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $40,181,049 | 1,722,291 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $70,410,492 | 1,817,514 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $120,243,803 | 2,381,537 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $133,423,049 | 2,490,630 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $106,542,952 | 2,506,893 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||