Alta Park Capital as of June 30, 2025
Portfolio Holdings for Alta Park Capital
Alta Park Capital holds 31 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AppLovin Corp Com Cl A (APP) | 10.2 | $90M | 258k | 350.08 | |
| Oracle Corporation (ORCL) | 6.8 | $60M | 275k | 218.63 | |
| NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU) | 6.8 | $60M | 4.4M | 13.72 | |
| Meta Platforms Cl A (META) | 6.1 | $53M | 72k | 738.09 | |
| MercadoLibre (MELI) | 5.0 | $44M | 17k | 2613.63 | |
| NVIDIA Corporation (NVDA) | 4.9 | $43M | 271k | 157.99 | |
| Western Digital (WDC) | 4.8 | $43M | 664k | 63.99 | |
| Amazon (AMZN) | 4.8 | $42M | 192k | 219.39 | |
| Twilio Cl A (TWLO) | 4.3 | $38M | 306k | 124.36 | |
| DoorDash Cl A (DASH) | 3.9 | $35M | 141k | 246.51 | |
| Spotify Technology SA SHS (SPOT) | 3.9 | $35M | 45k | 767.34 | |
| Netflix (NFLX) | 3.5 | $31M | 23k | 1339.13 | |
| Vertiv Holdings Com Cl A (VRT) | 3.1 | $28M | 216k | 128.41 | |
| Datadog Cl A Com (DDOG) | 2.9 | $26M | 193k | 134.33 | |
| Arista Networks Com Shs (ANET) | 2.9 | $26M | 249k | 102.31 | |
| Uber Technologies (UBER) | 2.9 | $25M | 270k | 93.30 | |
| SentinelOne Cl A (S) | 2.8 | $25M | 1.3M | 18.28 | |
| Zoom Communications Cl A (ZM) | 2.6 | $23M | 295k | 77.98 | |
| Palo Alto Networks (PANW) | 2.4 | $22M | 105k | 204.64 | |
| Compass Cl A (COMP) | 2.3 | $20M | 3.2M | 6.28 | |
| Carvana Cl A (CVNA) | 2.1 | $19M | 56k | 336.96 | |
| Pinterest Cl A (PINS) | 1.9 | $17M | 465k | 35.86 | |
| Wix.com SHS (WIX) | 1.8 | $16M | 102k | 158.46 | |
| Liberty Media Corp-Liberty For Com Lbty One S C (FWONK) | 1.3 | $11M | 109k | 104.50 | |
| Magnite Ord (MGNI) | 1.1 | $10M | 414k | 24.12 | |
| Micron Technology (MU) | 1.0 | $8.5M | 69k | 123.25 | |
| Marvell Technology (MRVL) | 0.9 | $8.0M | 103k | 77.40 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $7.7M | 22k | 350.49 | |
| Astera Labs (ALAB) | 0.9 | $7.5M | 83k | 90.42 | |
| Voyager Technologies Com Cl A (VOYG) | 0.7 | $6.0M | 152k | 39.25 | |
| Marqeta Class A Com (MQ) | 0.4 | $3.5M | 596k | 5.83 |
