13F HOLDINGS REPORT
Alta Park Capital, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000935836-25-000676
Total Value
$1.14B
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Invesco QQQ Trust Series 1 | IVZ | 160,000 | $96.1M | 8.39% |
| 2 | NU Holdings Ltd/Cayman Islands | NU | 4,539,234 | $72.7M | 6.35% |
| 3 | AppLovin Corp | APP | 84,422 | $60.7M | 5.30% |
| 4 | Western Digital Corp | WDC | 470,900 | $56.5M | 4.94% |
| 5 | VanEck Semiconductor ETF | 92189F676 | 170,000 | $55.5M | 4.85% |
| 6 | Meta Platforms Inc | META | 73,988 | $54.3M | 4.75% |
| 7 | Alibaba Group Holding Ltd | BBAAY | 259,292 | $46.3M | 4.05% |
| 8 | NVIDIA Corp | NVDA | 219,501 | $41.0M | 3.58% |
| 9 | Spotify Technology SA | SPOT | 55,196 | $38.5M | 3.37% |
| 10 | Teradyne Inc | TER | 275,522 | $37.9M | 3.31% |
| 11 | Oracle Corp | ORCL-PD | 113,021 | $31.8M | 2.78% |
| 12 | Netskope Inc | NTSK | 1,312,813 | $29.8M | 2.61% |
| 13 | Netflix Inc | NFLX | 23,889 | $28.6M | 2.50% |
| 14 | Rubrik Inc | RBRK | 344,134 | $28.3M | 2.47% |
| 15 | Applied Materials Inc | 038222105 | 136,287 | $27.9M | 2.44% |
| 16 | ROBLOX Corp | RBLX | 199,348 | $27.6M | 2.41% |
| 17 | Wix.com Ltd | WIX | 154,788 | $27.5M | 2.40% |
| 18 | Compass Inc | COMP | 3,400,668 | $27.3M | 2.39% |
| 19 | Sandisk Corp/DE | SNDK | 240,929 | $27.0M | 2.36% |
| 20 | SentinelOne Inc | S | 1,416,149 | $24.9M | 2.18% |
| 21 | Vertiv Holdings Co | VRT | 160,866 | $24.3M | 2.12% |
| 22 | Arista Networks Inc | ANET | 162,356 | $23.7M | 2.07% |
| 23 | Coherent Corp | COHR | 216,419 | $23.3M | 2.04% |
| 24 | Carvana Co | CVNA | 60,304 | $22.7M | 1.99% |
| 25 | Palo Alto Networks Inc | PANW | 105,000 | $21.4M | 1.87% |
| 26 | Marvell Technology Inc | MRVL | 228,406 | $19.2M | 1.68% |
| 27 | MongoDB Inc | MDB | 59,603 | $18.5M | 1.62% |
| 28 | MercadoLibre Inc | MELI | 7,203 | $16.8M | 1.47% |
| 29 | Unity Software Inc | U | 418,650 | $16.8M | 1.46% |
| 30 | Broadcom Inc | AVGO | 49,935 | $16.5M | 1.44% |
| 31 | Onto Innovation Inc | ONTO | 126,112 | $16.3M | 1.42% |
| 32 | Semtech Corp | SMTC | 203,618 | $14.5M | 1.27% |
| 33 | Mirion Technologies Inc | MIR | 611,161 | $14.2M | 1.24% |
| 34 | Coinbase Global Inc | COIN | 40,980 | $13.8M | 1.21% |
| 35 | Confluent Inc | 20717M103 | 473,504 | $9.4M | 0.82% |
| 36 | Microsoft Corp | MSFT | 18,049 | $9.3M | 0.82% |
| 37 | Reddit Inc | RDDT | 36,908 | $8.5M | 0.74% |
| 38 | Twilio Inc | TWLO | 65,381 | $6.5M | 0.57% |
| 39 | Magnite Inc | MGNI | 255,698 | $5.6M | 0.49% |
| 40 | Marqeta Inc | MQ | 596,255 | $3.1M | 0.27% |