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Alta Park Capital, LP 13F holdings

Filed 2026-08-14 · Alta Park Capital, LP · 27 positions · $1.1B

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TickerCompanySharesValue% of portfolio
SNDKSANDISK CORP52.1K$118.5M10.9%
WDCWESTERN DIGITAL CORP136.2K$87.0M8.0%
MRVLMARVELL TECHNOLOGY INC213.9K$63.7M5.8%
AMATAPPLIED MATLS INC83.5K$60.4M5.5%
TERTERADYNE INC120.8K$58.4M5.4%
AMDADVANCED MICRO DEVICES INC99.0K$57.5M5.3%
TTWOTAKE-TWO INTERACTIVE SOFTWAR224.2K$56.1M5.1%
PANWPALO ALTO NETWORKS INC160.6K$54.8M5.0%
COMPCOMPASS INC3.9M$47.7M4.4%
NUNU HLDGS LTD3.4M$45.5M4.2%
SMTCSEMTECH CORP257.9K$41.7M3.8%
—GLOBALFOUNDRIES INC471.2K$38.8M3.6%
ASMLASML HLDG NV19.3K$38.4M3.5%
STMSTMICROELECTRONICS N V507.0K$38.0M3.5%
TSEMTOWER SEMICONDUCTOR LTD131.2K$34.2M3.1%
NVDANVIDIA CORPORATION157.8K$31.6M2.9%
SSENTINELONE INC1.8M$30.4M2.8%
—DPC HOLDINGS PLC584.1K$28.7M2.6%
DDOGDATADOG INC92.9K$24.2M2.2%
SNOWSNOWFLAKE INC95.0K$24.2M2.2%
METAMETA PLATFORMS INC42.2K$23.8M2.2%
NFLXNETFLIX INC.309.5K$22.1M2.0%
MELIMERCADOLIBRE INC8.1K$13.7M1.3%
ONON SEMICONDUCTOR CORP141.8K$13.4M1.2%
COHRCOHERENT CORP33.0K$13.0M1.2%
FWONKLIBERTY MEDIA CORP DEL134.7K$12.8M1.2%
OKTAOKTA INC93.9K$12.8M1.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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