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Alta Park Capital, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,091,326,724
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SANDISK CORP · COM · 80004C200 · shares: $118,534,092
- WESTERN DIGITAL CORP · COM · 958102105 · shares: $87,017,935
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $63,708,245
- APPLIED MATLS INC · COM · 038222105 · shares: $60,400,143
- TERADYNE INC · COM · 880770102 · shares: $58,437,711
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $57,519,965
- TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 · shares: $56,055,515
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $54,752,125
- COMPASS INC · CL A · 20464U100 · shares: $47,691,466
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $45,456,051
Reported holdings
27 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SANDISK CORP | COM | 80004C200 | — | 52,132 shares | $118,534,092 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 136,238 shares | $87,017,935 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 213,865 shares | $63,708,245 |
| APPLIED MATLS INC | COM | 038222105 | — | 83,541 shares | $60,400,143 |
| TERADYNE INC | COM | 880770102 | — | 120,779 shares | $58,437,711 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 99,017 shares | $57,519,965 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 224,240 shares | $56,055,515 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 160,554 shares | $54,752,125 |
| COMPASS INC | CL A | 20464U100 | — | 3,867,921 shares | $47,691,466 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 3,402,399 shares | $45,456,051 |
| SEMTECH CORP | COM | 816850101 | — | 257,938 shares | $41,747,265 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | — | 471,201 shares | $38,831,674 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 19,310 shares | $38,416,086 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 506,977 shares | $37,967,508 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 131,216 shares | $34,200,138 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 157,820 shares | $31,578,204 |
| SENTINELONE INC | CL A | 81730H109 | — | 1,789,478 shares | $30,367,442 |
| DPC HOLDINGS PLC | ORDINARY SHARES | G2R11M108 | — | 584,079 shares | $28,654,916 |
| DATADOG INC | CL A COM | 23804L103 | — | 92,914 shares | $24,191,089 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 94,966 shares | $24,168,847 |
| META PLATFORMS INC | CL A | 30303M102 | — | 42,230 shares | $23,787,737 |
| NETFLIX INC. | COM | 64110L106 | — | 309,505 shares | $22,098,657 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 8,075 shares | $13,706,424 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | CALL | 141,800 shares | $13,405,772 |
| COHERENT CORP | COM | 19247G107 | — | 32,965 shares | $13,003,704 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 134,700 shares | $12,815,358 |
| OKTA INC | CL A | 679295105 | — | 93,900 shares | $12,812,655 |