Alta Park Capital, LP

Alta Park Capital, LP reported 27 holdings worth US$1.09B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Alta Park Capital, LP reported 27 holdings worth US$1.09B as of Jun 30, 2026. Largest: Sandisk Corporation, Western Digital Corporation and Marvell Technology, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
27
Value as reported
US$1.09B

The filing in full

CompanySharesValue as reported% of portfolio
Sandisk Corporation52,132US$119M10.9%
Western Digital Corporation136KUS$87M8.0%
Marvell Technology, Inc.214KUS$63.7M5.8%
Applied Materials, Inc.83,541US$60.4M5.5%
Teradyne, Inc.121KUS$58.4M5.4%
Advanced Micro Devices Inc99,017US$57.5M5.3%
Take-two Interactive Software, Inc.224KUS$56.1M5.1%
Palo Alto Networks, Inc.161KUS$54.8M5.0%
Compass, Inc.3.87MUS$47.7M4.4%
Nu Holdings Ltd.3.4MUS$45.5M4.2%
Semtech Corporation258KUS$41.7M3.8%
Globalfoundries Inc.471KUS$38.8M3.6%
Asml Holding Nv19,310US$38.4M3.5%
Stmicroelectronics Nv507KUS$38M3.5%
Nvidia Corporation158KUS$31.6M2.9%
Sentinelone, Inc.1.79MUS$30.4M2.8%
Datadog, Inc.92,914US$24.2M2.2%
Snowflake Inc.94,966US$24.2M2.2%
Meta Platforms, Inc.42,230US$23.8M2.2%
Netflix, Inc.310KUS$22.1M2.0%
Mercadolibre, Inc.8,075US$13.7M1.3%
Coherent Corp.32,965US$13M1.2%
Liberty Media Corporation - Series A Liberty Formula One135KUS$12.8M1.2%
Okta, Inc.93,900US$12.8M1.2%
Twilio Inc.0US$00.00%
Apple Inc0US$00.00%
Broadcom Inc.0US$00.00%
Lumentum Holdings Inc.0US$00.00%
Live Nation Entertainment, Inc.0US$00.00%
Mirion Technologies, Inc.0US$00.00%
Netskope, Inc.0US$00.00%
Onto Innovation Inc.0US$00.00%

Source

View original at SEC

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