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Alta Park Capital, LP

CIK 1621855 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Alta Park Capital, LP reported 26 US-listed holdings worth $1.08 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Sandisk Corp. (11.0%), Western Digital Corp. (8.1%) and Marvell Technology, Inc. (5.9%). Against the quarter before, it opened 11 positions, added to 6, trimmed 7 and sold out of 9.

Reported holdings$1.08B+73.3% on Q1 2026
Positions26+2 on Q1 2026
The largest ten60.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
SNDK11.0%WDC8.1%MRVL5.9%AMAT5.6%TER5.4%AMD5.3%TTWO5.2%PANW5.1%COMP4.4%NU4.2%SMTC3.9%GFS3.6%ASML3.6%STM3.5%12 more25.2%

The 14 largest of its 26 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $713.6 million in 32 positions$714MQ3 24Q4 2024: $764.2 million in 34 positions$764MQ4 24Q1 2025: $515.3 million in 21 positions$515MQ1 25Q2 2025: $811.1 million in 31 positions$811MQ2 25Q3 2025: $993.3 million in 38 positions$993MQ3 25Q4 2025: $831.1 million in 34 positions$831MQ4 25Q1 2026: $621.9 million in 24 positions$622MQ1 26Q2 2026: $1.08 billion in 26 positions$1.08BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 11Added 6Held 2Trimmed 7Sold out 9
Opened: 11Added: 6Held: 2Trimmed: 7Sold out: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Marvell Technology, Inc. MRVL$63.7 million
  2. Advanced Micro Devices Inc. AMD$57.5 million
  3. Take-Two Interactive Software, Inc. TTWO$56.1 million
  4. Semtech Corp. SMTC$41.7 million
  5. Globalfoundries Inc. GFS$38.8 million
  6. STMicroelectronics N.V. STM$38.0 million
  7. DPC Holdings PLC DPC$28.7 million
  8. Datadog, Inc. DDOG$24.2 million

and 3 more in the table below

Added to 6

  1. Teradyne, Inc. TER+27,243 shares · +29%
  2. Western Digital Corp. WDC+9,655 shares · +8%
  3. Compass Inc. COMP+481,399 shares · +14%
  4. Nu Holdings Ltd. NU+310,318 shares · +10%
  5. Sentinelone Inc. S+134,146 shares · +8%
  6. Meta Platforms, Inc. META+2,945 shares · +7%

Trimmed 7

  1. Coherent Corp. COHR-61,098 shares · -65%
  2. Netflix Inc. NFLX-187,286 shares · -38%
  3. Applied Materials Inc. AMAT-17,969 shares · -18%
  4. Tower Semiconductor Ltd TSEM-20,450 shares · -13%
  5. NVIDIA Corp. NVDA-24,741 shares · -14%
  6. ASML Holding N.V. ASML-1,788 shares · -8%
  7. MercadoLibre, Inc. MELI-484 shares · -6%

Sold out of 9

  1. Apple Inc. AAPL$37.3 million last quarter
  2. Spotify Technology S.A. SPOT$23.2 million last quarter
  3. Lumentum Holdings Inc. LITE$22.5 million last quarter
  4. Onto Innovation Inc. ONTO$20.9 million last quarter
  5. Broadcom Inc. AVGO$19.2 million last quarter
  6. Live Nation Entertainment, Inc. LYV$18.3 million last quarter
  7. Mirion Technologies, Inc. MIR$18.2 million last quarter
  8. Twilio Inc. TWLO$14.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Sandisk Corp. SNDK52,132$118.5 million11.00%no change
Western Digital Corp. WDC136,238$87.0 million8.07%+9,655
Marvell Technology, Inc. MRVL213,865$63.7 million5.91%new
Applied Materials Inc. AMAT83,541$60.4 million5.60%-17,969
Teradyne, Inc. TER120,779$58.4 million5.42%+27,243
Advanced Micro Devices Inc. AMD99,017$57.5 million5.34%new
Take-Two Interactive Software, Inc. TTWO224,240$56.1 million5.20%new
Palo Alto Networks Inc. PANW160,554$54.8 million5.08%no change
Compass Inc. COMP3,867,921$47.7 million4.42%+481,399
Nu Holdings Ltd. NU3,402,399$45.5 million4.22%+310,318
Semtech Corp. SMTC257,938$41.7 million3.87%new
Globalfoundries Inc. GFS471,201$38.8 million3.60%new
ASML Holding N.V. ASML19,310$38.4 million3.56%-1,788
STMicroelectronics N.V. STM506,977$38.0 million3.52%new
Tower Semiconductor Ltd TSEM131,216$34.2 million3.17%-20,450
NVIDIA Corp. NVDA157,820$31.6 million2.93%-24,741
Sentinelone Inc. S1,789,478$30.4 million2.82%+134,146
DPC Holdings PLC DPC584,079$28.7 million2.66%new
Datadog, Inc. DDOG92,914$24.2 million2.24%new
Snowflake Inc. SNOW94,966$24.2 million2.24%new
Meta Platforms, Inc. META42,230$23.8 million2.21%+2,945
Netflix Inc. NFLX309,505$22.1 million2.05%-187,286
MercadoLibre, Inc. MELI8,075$13.7 million1.27%-484
Coherent Corp. COHR32,965$13.0 million1.21%-61,098
Liberty Media Corp. Del FWONK134,700$12.8 million1.19%new
Okta, Inc. OKTA93,900$12.8 million1.19%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
ON Semiconductor Corp. ONCalls141,800$13.4 million

1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.