Holdings
Alta Park Capital, LP
As of Jun 30, 2026, Alta Park Capital, LP reported 24 positions worth US$1.02B. Largest: Sandisk Corporation, Western Digital Corporation and Marvell Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 52,132 | US$119M | no change | Jun 30, 2026 |
| Western Digital Corporation | 136K | US$87M | +9,655 | Jun 30, 2026 |
| Marvell Technology, Inc. | 214K | US$63.7M | new | Jun 30, 2026 |
| Applied Materials, Inc. | 83,541 | US$60.4M | −17,969 | Jun 30, 2026 |
| Teradyne, Inc. | 121K | US$58.4M | +27,243 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 99,017 | US$57.5M | new | Jun 30, 2026 |
| Take-two Interactive Software, Inc. | 224K | US$56.1M | new | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 161K | US$54.8M | no change | Jun 30, 2026 |
| Compass, Inc. | 3.87M | US$47.7M | +481K | Jun 30, 2026 |
| Nu Holdings Ltd. | 3.4M | US$45.5M | +310K | Jun 30, 2026 |