Alta Park Capital as of June 30, 2026
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 | 136k | 638.72 | |
| Marvell Technology (MRVL) | 5.8 | $64M | 214k | 297.89 | |
| Applied Materials (AMAT) | 5.5 | $60M | 84k | 723.00 | |
| Teradyne (TER) | 5.4 | $58M | 121k | 483.84 | |
| Advanced Micro Devices (AMD) | 5.3 | $58M | 99k | 580.91 | |
| Take-Two Interactive Software (TTWO) | 5.1 | $56M | 224k | 249.98 | |
| Palo Alto Networks (PANW) | 5.0 | $55M | 161k | 341.02 | |
| Compass Cl A (COMP) | 4.4 | $48M | 3.9M | 12.33 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.2 | $46M | 3.4M | 13.36 | |
| Semtech Corporation (SMTC) | 3.8 | $42M | 258k | 161.85 | |
| Globalfoundries Ordinary Shares (GFS) | 3.6 | $39M | 471k | 82.41 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.5 | $38M | 19k | 1989.44 | |
| Stmicroelectronics N V Ny Registry (STM) | 3.5 | $38M | 507k | 74.89 | |
| Tower Semiconductor Shs New (TSEM) | 3.1 | $34M | 131k | 260.64 | |
| NVIDIA Corporation (NVDA) | 2.9 | $32M | 158k | 200.09 | |
| Sentinelone Cl A (S) | 2.8 | $30M | 1.8M | 16.97 | |
| Dpc Holdings Ordinary Shares | 2.6 | $29M | 584k | 49.06 | |
| Datadog Cl A Com (DDOG) | 2.2 | $24M | 93k | 260.36 | |
| Snowflake Com Shs (SNOW) | 2.2 | $24M | 95k | 254.50 | |
| Meta Platforms Cl A (META) | 2.2 | $24M | 42k | 563.29 | |
| Netflix (NFLX) | 2.0 | $22M | 310k | 71.40 | |
| MercadoLibre (MELI) | 1.3 | $14M | 8.1k | 1697.39 | |
| ON Semiconductor Call Option (ON) | 1.2 | $13M | 142k | 94.54 | |
| Coherent Corp (COHR) | 1.2 | $13M | 33k | 394.47 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.2 | $13M | 135k | 95.14 | |
| Okta Cl A (OKTA) | 1.2 | $13M | 94k | 136.45 |
