13F HOLDINGS REPORT
Alta Park Capital, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000935836-25-000510
Total Value
$881.1M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AppLovin Corp | APP | 200,000 | $70.0M | 7.95% |
| 2 | Oracle Corp | ORCL-PD | 275,078 | $60.1M | 6.83% |
| 3 | NU Holdings Ltd/Cayman Islands | NU | 4,356,799 | $59.8M | 6.78% |
| 4 | Meta Platforms Inc | META | 72,272 | $53.3M | 6.05% |
| 5 | MercadoLibre Inc | MELI | 17,006 | $44.4M | 5.04% |
| 6 | NVIDIA Corp | NVDA | 270,601 | $42.8M | 4.85% |
| 7 | Western Digital Corp | WDC | 663,749 | $42.5M | 4.82% |
| 8 | Amazon.com Inc | AMZN | 192,108 | $42.1M | 4.78% |
| 9 | Twilio Inc | TWLO | 305,818 | $38.0M | 4.32% |
| 10 | DoorDash Inc | DASH | 140,953 | $34.7M | 3.94% |
| 11 | Spotify Technology SA | SPOT | 45,138 | $34.6M | 3.93% |
| 12 | Netflix Inc | NFLX | 23,237 | $31.1M | 3.53% |
| 13 | Vertiv Holdings Co | VRT | 215,625 | $27.7M | 3.14% |
| 14 | Datadog Inc | DDOG | 192,703 | $25.9M | 2.94% |
| 15 | Arista Networks Inc | ANET | 248,905 | $25.5M | 2.89% |
| 16 | Uber Technologies Inc | UBER | 270,330 | $25.2M | 2.86% |
| 17 | SentinelOne Inc | S | 1,340,254 | $24.5M | 2.78% |
| 18 | Zoom Communications Inc | ZM | 294,882 | $23.0M | 2.61% |
| 19 | Palo Alto Networks Inc | PANW | 105,000 | $21.5M | 2.44% |
| 20 | AppLovin Corp | APP | 57,477 | $20.1M | 2.28% |
| 21 | Compass Inc | COMP | 3,164,467 | $19.9M | 2.26% |
| 22 | Carvana Co | CVNA | 55,964 | $18.9M | 2.14% |
| 23 | Pinterest Inc | PINS | 465,179 | $16.7M | 1.89% |
| 24 | Wix.com Ltd | WIX | 101,947 | $16.2M | 1.83% |
| 25 | Liberty Media Corp-Liberty For | FWONB | 109,117 | $11.4M | 1.29% |
| 26 | Magnite Inc | MGNI | 413,602 | $10.0M | 1.13% |
| 27 | Micron Technology Inc | MU | 68,814 | $8.5M | 0.96% |
| 28 | Marvell Technology Inc | MRVL | 103,282 | $8.0M | 0.91% |
| 29 | Coinbase Global Inc | COIN | 22,077 | $7.7M | 0.88% |
| 30 | Astera Labs Inc | ALAB | 83,318 | $7.5M | 0.85% |
| 31 | Voyager Technologies Inc | VOYG | 152,350 | $6.0M | 0.68% |
| 32 | Marqeta Inc | MQ | 596,255 | $3.5M | 0.39% |