13F HOLDINGS REPORT
Alta Park Capital, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000935836-26-000102
Total Value
$831.1M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Western Digital Corp | WDC | 393,479 | $67.8M | 8.16% |
| 2 | NU Holdings Ltd/Cayman Islands | NU | 3,384,592 | $56.7M | 6.82% |
| 3 | Sandisk Corp/DE | SNDK | 197,896 | $47.0M | 5.65% |
| 4 | NVIDIA Corp | NVDA | 225,911 | $42.1M | 5.07% |
| 5 | Compass Inc | COMP | 3,595,040 | $38.0M | 4.57% |
| 6 | AppLovin Corp | APP | 52,224 | $35.2M | 4.23% |
| 7 | Meta Platforms Inc | META | 52,323 | $34.5M | 4.16% |
| 8 | Applied Materials Inc | 038222105 | 123,326 | $31.7M | 3.81% |
| 9 | Teradyne Inc | TER | 163,112 | $31.6M | 3.80% |
| 10 | Netflix Inc | NFLX | 329,241 | $30.9M | 3.71% |
| 11 | Spotify Technology SA | SPOT | 51,873 | $30.1M | 3.62% |
| 12 | Palo Alto Networks Inc | PANW | 143,139 | $26.4M | 3.17% |
| 13 | SentinelOne Inc | S | 1,498,825 | $22.5M | 2.71% |
| 14 | Semtech Corp | SMTC | 283,726 | $20.9M | 2.52% |
| 15 | Shopify Inc | SHOP | 125,412 | $20.2M | 2.43% |
| 16 | Twilio Inc | TWLO | 140,467 | $20.0M | 2.40% |
| 17 | Tower Semiconductor Ltd | TSEM | 165,804 | $19.5M | 2.34% |
| 18 | ASML Holding NV | ASMLF | 18,150 | $19.4M | 2.34% |
| 19 | Onto Innovation Inc | ONTO | 122,617 | $19.4M | 2.33% |
| 20 | Broadcom Inc | AVGO | 55,715 | $19.3M | 2.32% |
| 21 | Carvana Co | CVNA | 45,412 | $19.2M | 2.31% |
| 22 | Rubrik Inc | RBRK | 247,762 | $18.9M | 2.28% |
| 23 | Rocket Cos Inc | 77311W101 | 971,564 | $18.8M | 2.26% |
| 24 | DoorDash Inc | DASH | 80,794 | $18.3M | 2.20% |
| 25 | Netskope Inc | NTSK | 909,091 | $15.9M | 1.92% |
| 26 | MercadoLibre Inc | MELI | 7,714 | $15.5M | 1.87% |
| 27 | Micron Technology Inc | MU | 54,362 | $15.5M | 1.87% |
| 28 | Unity Software Inc | U | 312,807 | $13.8M | 1.66% |
| 29 | Mirion Technologies Inc | MIR | 562,522 | $13.2M | 1.59% |
| 30 | MongoDB Inc | MDB | 24,687 | $10.4M | 1.25% |
| 31 | Credo Technology Group Holding | CRDO | 67,868 | $9.8M | 1.18% |
| 32 | Alphabet Inc | GOOG | 31,070 | $9.7M | 1.17% |
| 33 | Take-Two Interactive Software | TTWO | 37,652 | $9.6M | 1.16% |
| 34 | Axon Enterprise Inc | AXON | 16,523 | $9.4M | 1.13% |