Alta Park Capital
Latest statistics and disclosures from Alta Park Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNDK, WDC, MRVL, AMAT, TER, and represent 35.56% of Alta Park Capital's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$58M), TTWO (+$56M), SMTC (+$42M), GFS (+$39M), STM (+$38M), Dpc Holdings (+$29M), DDOG (+$24M), SNOW (+$24M), ON (+$13M), TER (+$13M).
- Started 11 new stock positions in ON, STM, SNOW, GFS, AMD, OKTA, SMTC, TTWO, Dpc Holdings, FWONK. DDOG.
- Reduced shares in these 10 stocks: AAPL (-$37M), COHR (-$24M), SPOT (-$23M), LITE (-$23M), ONTO (-$21M), AVGO (-$19M), LYV (-$18M), MIR (-$18M), TWLO (-$15M), NFLX (-$13M).
- Sold out of its positions in AAPL, AVGO, LYV, LITE, MIR, NTSK, ONTO, TWLO, SPOT.
- Alta Park Capital was a net buyer of stock by $138M.
- Alta Park Capital has $1.1B in assets under management (AUM), dropping by 70.07%.
- Central Index Key (CIK): 0001621855
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Portfolio Holdings for Alta Park Capital
Alta Park Capital holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 10.9 | $119M | 52k | 2273.73 |
|
|
| Western Digital (WDC) | 8.0 | $87M | +7% | 136k | 638.72 |
|
| Marvell Technology (MRVL) | 5.8 | $64M | +6% | 214k | 297.89 |
|
| Applied Materials (AMAT) | 5.5 | $60M | -17% | 84k | 723.00 |
|
| Teradyne (TER) | 5.4 | $58M | +29% | 121k | 483.84 |
|
| Advanced Micro Devices (AMD) | 5.3 | $58M | NEW | 99k | 580.91 |
|
| Take-Two Interactive Software (TTWO) | 5.1 | $56M | NEW | 224k | 249.98 |
|
| Palo Alto Networks (PANW) | 5.0 | $55M | 161k | 341.02 |
|
|
| Compass Cl A (COMP) | 4.4 | $48M | +14% | 3.9M | 12.33 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 4.2 | $46M | +10% | 3.4M | 13.36 |
|
| Semtech Corporation (SMTC) | 3.8 | $42M | NEW | 258k | 161.85 |
|
| Globalfoundries Ordinary Shares (GFS) | 3.6 | $39M | NEW | 471k | 82.41 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.5 | $38M | -8% | 19k | 1989.44 |
|
| Stmicroelectronics N V Ny Registry (STM) | 3.5 | $38M | NEW | 507k | 74.89 |
|
| Tower Semiconductor Shs New (TSEM) | 3.1 | $34M | -13% | 131k | 260.64 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $32M | -13% | 158k | 200.09 |
|
| Sentinelone Cl A (S) | 2.8 | $30M | +8% | 1.8M | 16.97 |
|
| Dpc Holdings Ordinary Shares | 2.6 | $29M | NEW | 584k | 49.06 |
|
| Datadog Cl A Com (DDOG) | 2.2 | $24M | NEW | 93k | 260.36 |
|
| Snowflake Com Shs (SNOW) | 2.2 | $24M | NEW | 95k | 254.50 |
|
| Meta Platforms Cl A (META) | 2.2 | $24M | +7% | 42k | 563.29 |
|
| Netflix (NFLX) | 2.0 | $22M | -37% | 310k | 71.40 |
|
| MercadoLibre (MELI) | 1.3 | $14M | -5% | 8.1k | 1697.39 |
|
| ON Semiconductor Call Option (ON) | 1.2 | $13M | NEW | 142k | 94.54 |
|
| Coherent Corp (COHR) | 1.2 | $13M | -64% | 33k | 394.47 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.2 | $13M | NEW | 135k | 95.14 |
|
| Okta Cl A (OKTA) | 1.2 | $13M | NEW | 94k | 136.45 |
|
Past Filings by Alta Park Capital
SEC 13F filings are viewable for Alta Park Capital going back to 2015
- Alta Park Capital 2026 Q2 filed Aug. 14, 2026
- Alta Park Capital 2026 Q1 filed May 15, 2026
- Alta Park Capital 2025 Q4 filed Feb. 17, 2026
- Alta Park Capital 2025 Q3 filed Nov. 14, 2025
- Alta Park Capital 2025 Q2 filed Aug. 14, 2025
- Alta Park Capital 2025 Q1 filed May 15, 2025
- Alta Park Capital 2024 Q4 filed Feb. 14, 2025
- Alta Park Capital 2024 Q3 filed Nov. 14, 2024
- Alta Park Capital 2024 Q2 filed Aug. 14, 2024
- Alta Park Capital 2024 Q1 filed May 15, 2024
- Alta Park Capital 2023 Q3 filed Nov. 14, 2023
- Alta Park Capital 2023 Q2 filed Aug. 14, 2023
- Alta Park Capital 2023 Q1 filed May 15, 2023
- Alta Park Capital 2022 Q4 filed Feb. 14, 2023
- Alta Park Capital 2022 Q3 filed Nov. 14, 2022
- Alta Park Capital 2022 Q2 filed Aug. 15, 2022