The Analysis of Alta Park Capital, LP's Holdings
Currently, Alta Park Capital, LP holds 34 types of securities in its portfolio with a total value $831.1M. In the most recent quarter, they have increased their positions in NFLX (+305.4K shares, valued at $28.6M), SHOP (+125.4K shares, valued at $20.2M), TSEM (+165.8K shares, valued at $19.5M); decreased their positions in TER (-112.4K shares, valued at $21.8M), APP (-32.2K shares, valued at $21.7M), NU (-1.2M shares, valued at $19.3M); initiated new positions in SHOP (+125.4K shares, valued at $20.2M), TSEM (+165.8K shares, valued at $19.5M), ASML (+18.1K shares, valued at $19.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WDC Western Digital Corp393.5K shares-16.44%2025-12-312026-02-17
NU NU Holdings Ltd/Cayman Islands3.4M shares-25.44%2025-12-312026-02-17 SNDK Sandisk Corp/DE197.9K shares-17.86%2025-12-312026-02-17 NVDA NVIDIA Corp225.9K shares2.92%2025-12-312026-02-17 COMP Compass Inc3.6M shares5.72%2025-12-312026-02-17 APP AppLovin Corp52.2K shares-38.14%2025-12-312026-02-17 META Meta Platforms Inc52.3K shares-29.28%2025-12-312026-02-17 AMAT Applied Materials Inc123.3K shares-9.51%2025-12-312026-02-17 TER Teradyne Inc163.1K shares-40.80%2025-12-312026-02-17 NFLX Netflix Inc329.2K shares1278.21%2025-12-312026-02-17 SPOT Spotify Technology SA51.9K shares-6.02%2025-12-312026-02-17 PANW Palo Alto Networks Inc143.1K shares36.32%2025-12-312026-02-17 S SentinelOne Inc1.5M shares5.84%2025-12-312026-02-17 SMTC Semtech Corp283.7K shares39.34%2025-12-312026-02-17 SHOP Shopify Inc125.4K sharesnew addition2025-12-312026-02-17 TWLO Twilio Inc140.5K shares114.84%2025-12-312026-02-17 TSEM Tower Semiconductor Ltd165.8K sharesnew addition2025-12-312026-02-17 ASML ASML Holding NV18.1K sharesnew addition2025-12-312026-02-17 ONTO Onto Innovation Inc122.6K shares-2.77%2025-12-312026-02-17 Broadcom Inc Broadcom Inc55.7K shares11.58%2025-12-312026-02-17 CVNA Carvana Co45.4K shares-24.69%2025-12-312026-02-17 RBRK Rubrik Inc247.8K shares-28.00%2025-12-312026-02-17 RKT Rocket Cos Inc971.6K sharesnew addition2025-12-312026-02-17 DASH DoorDash Inc80.8K sharesnew addition2025-12-312026-02-17 NTSK Netskope Inc909.1K shares-30.75%2025-12-312026-02-17 MELI MercadoLibre Inc7.7K shares7.09%2025-12-312026-02-17 MU Micron Technology Inc54.4K sharesnew addition2025-12-312026-02-17 U Unity Software Inc312.8K shares-25.28%2025-12-312026-02-17 MIR Mirion Technologies Inc562.5K shares-7.96%2025-12-312026-02-17 MDB MongoDB Inc24.7K shares-58.58%2025-12-312026-02-17 CRDO Credo Technology Group Holding67.9K sharesnew addition2025-12-312026-02-17 Alphabet Inc Alphabet Inc31.1K sharesnew addition2025-12-312026-02-17 TTWO Take-Two Interactive Software37.7K sharesnew addition2025-12-312026-02-17 AXON Axon Enterprise Inc16.5K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available