13F HOLDINGS REPORT
Alta Park Capital, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000935836-24-000684
Total Value
$786.6M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU Holdings Ltd/Cayman Islands | NU | 4,192,191 | $57.2M | 7.27% |
| 2 | SentinelOne Inc | S | 2,111,954 | $50.5M | 6.42% |
| 3 | Applied Materials Inc | 038222105 | 240,000 | $48.5M | 6.16% |
| 4 | Alibaba Group Holding Ltd | BBAAY | 452,558 | $48.0M | 6.11% |
| 5 | Gitlab Inc | GTLB | 796,565 | $41.1M | 5.22% |
| 6 | MercadoLibre Inc | MELI | 16,107 | $33.1M | 4.20% |
| 7 | Netflix Inc | NFLX | 41,772 | $29.6M | 3.77% |
| 8 | Liberty Media Corp-Liberty For | FWONB | 373,491 | $28.9M | 3.68% |
| 9 | Broadcom Inc | AVGO | 160,007 | $27.6M | 3.51% |
| 10 | TSMC | 874039100 | 154,026 | $26.7M | 3.40% |
| 11 | Spotify Technology SA | SPOT | 72,074 | $26.6M | 3.38% |
| 12 | Lam Research Corp | LRCX | 30,000 | $24.5M | 3.11% |
| 13 | Meta Platforms Inc | META | 38,409 | $22.0M | 2.80% |
| 14 | NVIDIA Corp | NVDA | 177,056 | $21.5M | 2.73% |
| 15 | Amazon.com Inc | AMZN | 112,145 | $20.9M | 2.66% |
| 16 | Autodesk Inc | ADSK | 75,085 | $20.7M | 2.63% |
| 17 | Zillow Group Inc | Z | 318,566 | $20.3M | 2.59% |
| 18 | DraftKings Inc | DKNG | 506,051 | $19.8M | 2.52% |
| 19 | Oracle Corp | ORCL-PD | 111,147 | $18.9M | 2.41% |
| 20 | New York Times Co/The | NYT | 335,078 | $18.7M | 2.37% |
| 21 | Microsoft Corp | MSFT | 42,797 | $18.4M | 2.34% |
| 22 | Compass Inc | COMP | 2,997,745 | $18.3M | 2.33% |
| 23 | Palo Alto Networks Inc | PANW | 52,500 | $17.9M | 2.28% |
| 24 | Zscaler Inc | ZS | 96,209 | $16.4M | 2.09% |
| 25 | Micron Technology Inc | MU | 156,669 | $16.2M | 2.07% |
| 26 | Marqeta Inc | MQ | 2,954,043 | $14.5M | 1.85% |
| 27 | ROBLOX Corp | RBLX | 303,667 | $13.4M | 1.71% |
| 28 | Carvana Co | CVNA | 60,868 | $10.6M | 1.35% |
| 29 | AppLovin Corp | APP | 72,942 | $9.5M | 1.21% |
| 30 | Adobe Inc | ADBE | 18,014 | $9.3M | 1.19% |
| 31 | Elastic NV | ESTC | 120,963 | $9.3M | 1.18% |
| 32 | Wix.com Ltd | WIX | 55,280 | $9.2M | 1.17% |
| 33 | Nasdaq Inc | NDAQ | 125,408 | $9.2M | 1.16% |
| 34 | Okta Inc | OKTA | 120,492 | $9.0M | 1.14% |