Alta Park Capital as of March 31, 2026
Portfolio Holdings for Alta Park Capital
Alta Park Capital holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 7.4 | $48M | 497k | 96.15 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.9 | $44M | 3.1M | 14.37 | |
| Apple (AAPL) | 5.8 | $37M | 147k | 253.79 | |
| Applied Materials (AMAT) | 5.4 | $35M | 102k | 341.79 | |
| Western Digital (WDC) | 5.3 | $34M | 127k | 270.49 | |
| Sandisk Corp (SNDK) | 5.2 | $33M | 52k | 635.34 | |
| NVIDIA Corporation (NVDA) | 5.0 | $32M | 183k | 174.40 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.3 | $28M | 21k | 1320.83 | |
| Teradyne (TER) | 4.3 | $28M | 94k | 296.46 | |
| Tower Semiconductor Shs New (TSEM) | 4.1 | $27M | 152k | 175.48 | |
| Palo Alto Networks (PANW) | 4.0 | $26M | 161k | 160.32 | |
| Compass Cl A (COMP) | 3.9 | $25M | 3.4M | 7.31 | |
| Spotify Technology S A SHS (SPOT) | 3.6 | $23M | 48k | 484.91 | |
| Lumentum Hldgs (LITE) | 3.5 | $23M | 32k | 702.76 | |
| Meta Platforms Cl A (META) | 3.5 | $23M | 39k | 572.13 | |
| Coherent Corp (COHR) | 3.5 | $22M | 94k | 238.21 | |
| Sentinelone Cl A (S) | 3.3 | $21M | 1.7M | 12.88 | |
| Onto Innovation (ONTO) | 3.3 | $21M | 102k | 205.07 | |
| Marvell Technology Call Option (MRVL) | 3.1 | $20M | 200k | 99.05 | |
| Broadcom (AVGO) | 3.0 | $19M | 62k | 309.51 | |
| Live Nation Entertainment (LYV) | 2.9 | $18M | 120k | 152.51 | |
| Mirion Technologies Com Cl A (MIR) | 2.8 | $18M | 977k | 18.59 | |
| Twilio Cl A (TWLO) | 2.3 | $15M | 118k | 125.82 | |
| MercadoLibre (MELI) | 2.3 | $15M | 8.6k | 1729.02 | |
| Netskope Cl A (NTSK) | 1.2 | $7.7M | 909k | 8.49 |
