Alta Park Capital, LP 13F Holdings

CIK 0001621855 · SAN FRANCISCO, CA

As of Sep 30, 2025, Alta Park Capital, LP reported 40 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—160,000$96.1M8.39%
NU HOLDINGS LTDNUFinancial Services4,539,234$72.7M6.35%
APPLOVIN CORPAPPTechnology84,422$60.7M5.30%
WESTERN DIGITAL CORPWDCTechnology470,900$56.5M4.94%
VANECK SEMICONDUCTOR ETFSMH—170,000$55.5M4.85%
META PLATFORMS INCMETACommunication Services73,988$54.3M4.75%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical259,292$46.3M4.05%
NVIDIA CORPNVDATechnology219,501$41.0M3.58%
SPOTIFY TECHNOLOGY SASPOTCommunication Services55,196$38.5M3.37%
TERADYNE INCTERTechnology275,522$37.9M3.31%
ORACLE CORPORCLTechnology113,021$31.8M2.78%
NETSKOPE INCNTSKTechnology1,312,813$29.8M2.61%
NETFLIX INCNFLXCommunication Services23,889$28.6M2.50%
RUBRIK INCRBRKTechnology344,134$28.3M2.47%
APPLIED MATERIALS INCAMATTechnology136,287$27.9M2.44%
ROBLOX CORPRBLXCommunication Services199,348$27.6M2.41%
WIXCOM LTDWIXTechnology154,788$27.5M2.40%
COMPASS INCCOMPTechnology3,400,668$27.3M2.39%
SANDISK CORPSNDKTechnology240,929$27.0M2.36%
SENTINELONE INCSTechnology1,416,149$24.9M2.18%
VERTIV HOLDINGS COVRTIndustrials160,866$24.3M2.12%
ARISTA NETWORKS INCANETTechnology162,356$23.7M2.07%
COHERENT CORPCOHRTechnology216,419$23.3M2.04%
CARVANA COCVNAConsumer Cyclical60,304$22.7M1.99%
PALO ALTO NETWORKS INCPANWTechnology105,000$21.4M1.87%