Alta Park Capital as of Dec. 31, 2025
Portfolio Holdings for Alta Park Capital
Alta Park Capital holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 8.2 | $68M | 394k | 172.27 | |
| NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU) | 6.8 | $57M | 3.4M | 16.74 | |
| Sandisk Corp (SNDK) | 5.7 | $47M | 198k | 237.38 | |
| NVIDIA Corporation (NVDA) | 5.1 | $42M | 226k | 186.50 | |
| Compass Cl A (COMP) | 4.6 | $38M | 3.6M | 10.57 | |
| AppLovin Corp Com Cl A (APP) | 4.2 | $35M | 52k | 673.82 | |
| Meta Platforms Cl A (META) | 4.2 | $35M | 52k | 660.09 | |
| Applied Materials (AMAT) | 3.8 | $32M | 123k | 256.99 | |
| Teradyne (TER) | 3.8 | $32M | 163k | 193.56 | |
| Netflix (NFLX) | 3.7 | $31M | 329k | 93.76 | |
| Spotify Technology SA SHS (SPOT) | 3.6 | $30M | 52k | 580.71 | |
| Palo Alto Networks (PANW) | 3.2 | $26M | 143k | 184.20 | |
| SentinelOne Cl A (S) | 2.7 | $23M | 1.5M | 15.00 | |
| Semtech Corporation (SMTC) | 2.5 | $21M | 284k | 73.69 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.4 | $20M | 125k | 160.97 | |
| Twilio Cl A (TWLO) | 2.4 | $20M | 141k | 142.24 | |
| Tower Semiconductor Shs New (TSEM) | 2.3 | $20M | 166k | 117.42 | |
| ASML Holding NV N Y Registry Shs (ASML) | 2.3 | $19M | 18k | 1069.86 | |
| Onto Innovation (ONTO) | 2.3 | $19M | 123k | 157.86 | |
| Broadcom (AVGO) | 2.3 | $19M | 56k | 346.10 | |
| Carvana Cl A (CVNA) | 2.3 | $19M | 45k | 422.02 | |
| Rubrik Cl A (RBRK) | 2.3 | $19M | 248k | 76.48 | |
| Rocket Cos Com Cl A (RKT) | 2.3 | $19M | 972k | 19.36 | |
| DoorDash Cl A (DASH) | 2.2 | $18M | 81k | 226.48 | |
| Netskope Cl A (NTSK) | 1.9 | $16M | 909k | 17.54 | |
| MercadoLibre (MELI) | 1.9 | $16M | 7.7k | 2014.26 | |
| Micron Technology (MU) | 1.9 | $16M | 54k | 285.41 | |
| Unity Software (U) | 1.7 | $14M | 313k | 44.17 | |
| Mirion Technologies Com Cl A (MIR) | 1.6 | $13M | 563k | 23.42 | |
| MongoDB Cl A (MDB) | 1.2 | $10M | 25k | 419.69 | |
| Credo Technology Group Holding Ordinary Shares (CRDO) | 1.2 | $9.8M | 68k | 143.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $9.7M | 31k | 313.00 | |
| Take-Two Interactive Software (TTWO) | 1.2 | $9.6M | 38k | 256.03 | |
| Axon Enterprise (AXON) | 1.1 | $9.4M | 17k | 567.93 |
