13F HOLDINGS REPORT
Alta Park Capital, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000935836-25-000175
Total Value
$764.2M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon.com Inc | AMZN | 252,440 | $55.4M | 7.25% |
| 2 | SentinelOne Inc | S | 2,111,954 | $46.9M | 6.13% |
| 3 | Netflix Inc | NFLX | 49,261 | $43.9M | 5.75% |
| 4 | NU Holdings Ltd/Cayman Islands | NU | 4,192,191 | $43.4M | 5.68% |
| 5 | TSMC | 874039100 | 166,959 | $33.0M | 4.31% |
| 6 | NVIDIA Corp | NVDA | 243,993 | $32.8M | 4.29% |
| 7 | Reddit Inc | RDDT | 196,488 | $32.1M | 4.20% |
| 8 | AppLovin Corp | APP | 94,846 | $30.7M | 4.02% |
| 9 | Liberty Media Corp-Liberty For | FWONB | 330,035 | $30.6M | 4.00% |
| 10 | Spotify Technology SA | SPOT | 63,850 | $28.6M | 3.74% |
| 11 | Wix.com Ltd | WIX | 128,999 | $27.7M | 3.62% |
| 12 | Autodesk Inc | ADSK | 89,971 | $26.6M | 3.48% |
| 13 | Nasdaq Inc | NDAQ | 333,751 | $25.8M | 3.38% |
| 14 | Block Inc | BSQKZ | 292,870 | $24.9M | 3.26% |
| 15 | Meta Platforms Inc | META | 41,187 | $24.1M | 3.16% |
| 16 | Robinhood Markets Inc | 770700102 | 550,460 | $20.5M | 2.68% |
| 17 | Palo Alto Networks Inc | PANW | 105,000 | $19.1M | 2.50% |
| 18 | Compass Inc | COMP | 3,238,471 | $18.9M | 2.48% |
| 19 | Zscaler Inc | ZS | 97,897 | $17.7M | 2.31% |
| 20 | Oracle Corp | ORCL-PD | 105,994 | $17.6M | 2.31% |
| 21 | Broadcom Inc | AVGO | 73,391 | $17.0M | 2.23% |
| 22 | Okta Inc | OKTA | 206,815 | $16.3M | 2.13% |
| 23 | Gitlab Inc | GTLB | 284,813 | $16.0M | 2.10% |
| 24 | Zillow Group Inc | Z | 199,347 | $14.8M | 1.93% |
| 25 | Globant SA | GLOB | 66,239 | $14.2M | 1.86% |
| 26 | ARM Holdings PLC | 042068205 | 111,338 | $13.7M | 1.80% |
| 27 | Carvana Co | CVNA | 66,515 | $13.5M | 1.77% |
| 28 | MercadoLibre Inc | MELI | 6,169 | $10.5M | 1.37% |
| 29 | Despegar.com Corp | G27358103 | 511,041 | $9.8M | 1.29% |
| 30 | Bitdeer Technologies Group | BTDR | 449,769 | $9.7M | 1.28% |
| 31 | ServiceTitan Inc | TTAN | 87,674 | $9.0M | 1.18% |
| 32 | Microsoft Corp | MSFT | 21,075 | $8.9M | 1.16% |
| 33 | Dynatrace Inc | DT | 150,569 | $8.2M | 1.07% |
| 34 | Marqeta Inc | MQ | 596,255 | $2.3M | 0.30% |