13F HOLDINGS REPORT
Alta Park Capital, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000935836-23-000211
Total Value
$714.4M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alibaba Group Holding Ltd | BBAAY | 935,754 | $82.4M | 11.54% |
| 2 | Netflix Inc | NFLX | 182,778 | $53.9M | 7.54% |
| 3 | Block Inc | BSQKZ | 711,535 | $44.7M | 6.26% |
| 4 | Salesforce Inc | CRM | 316,500 | $42.0M | 5.87% |
| 5 | Baidu Inc | BAIDF | 358,655 | $41.0M | 5.74% |
| 6 | Toast Inc | TOST | 2,228,855 | $40.2M | 5.62% |
| 7 | JD.com Inc | JDCMF | 707,029 | $39.7M | 5.55% |
| 8 | MercadoLibre Inc | MELI | 42,995 | $36.4M | 5.09% |
| 9 | Shopify Inc | SHOP | 914,825 | $31.8M | 4.44% |
| 10 | Palo Alto Networks Inc | PANW | 224,886 | $31.4M | 4.39% |
| 11 | Trip.com Group Ltd | TRPCF | 870,263 | $29.9M | 4.19% |
| 12 | SentinelOne Inc | S | 1,816,791 | $26.5M | 3.71% |
| 13 | Workday Inc | WDAY | 155,277 | $26.0M | 3.64% |
| 14 | NU Holdings Ltd/Cayman Islands | NU | 6,290,160 | $25.6M | 3.58% |
| 15 | Gitlab Inc | GTLB | 529,750 | $24.1M | 3.37% |
| 16 | PayPal Holdings Inc | PYPL | 308,412 | $22.0M | 3.07% |
| 17 | Five9 Inc | FIVN | 243,522 | $16.5M | 2.31% |
| 18 | Okta Inc | OKTA | 235,000 | $16.1M | 2.25% |
| 19 | StoneCo Ltd | STNE | 1,475,346 | $13.9M | 1.95% |
| 20 | Dlocal Ltd/Uruguay | DLO | 863,959 | $13.5M | 1.88% |
| 21 | First Solar Inc | FSLR | 72,366 | $10.8M | 1.52% |
| 22 | T-Mobile US Inc | TMUSZ | 73,305 | $10.3M | 1.44% |
| 23 | Autohome Inc | ATHM | 326,175 | $10.0M | 1.40% |
| 24 | Marqeta Inc | MQ | 1,133,051 | $6.9M | 0.97% |
| 25 | DocuSign Inc | DOCU | 122,590 | $6.8M | 0.95% |
| 26 | Crowdstrike Holdings Inc | CRWD | 60,940 | $6.4M | 0.90% |
| 27 | Pagseguro Digital Ltd | PAGS | 659,591 | $5.8M | 0.81% |