Investor
Alta Park Capital, LP
CIK 0001621855 · filed 2026-05-15 · SEC filing
13F book
$641.7M
Positions
24
4 new · 14 sold
Largest name
7.4%
Netflix Inc · NFLX
Est. mark
$18M
Price effect on 20 names still held. Flow −$227.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Netflix Inc | NFLX | 496.8K | $47.8M | 7.4% | $786.9K | Added$16.9M |
| Nu Hldgs Ltd | — | 3.09M | $44.4M | 6.9% | −$7.33M | Cut−$12.2M |
| Apple Inc. | AAPL | 147K | $37.3M | 5.8% | — | New |
| Applied Matls Inc | — | 101.5K | $34.7M | 5.4% | $8.61M | Cut$3M |
| Western Digital Corp | WDC | 126.6K | $34.2M | 5.3% | $12.4M | Cut−$33.5M |
| Sandisk Corp | SNDK | 52.1K | $33.1M | 5.2% | $20.7M | Cut−$13.9M |
| Nvidia Corp | NVDA | 182.6K | $31.8M | 5.0% | −$2.21M | Cut−$10.3M |
| Asml Holding N V | — | 21.1K | $27.9M | 4.3% | $4.56M | Added$8.45M |
| Teradyne, Inc | TER | 93.5K | $27.7M | 4.3% | $9.62M | Cut−$3.84M |
| Tower Semiconductor Ltd | TSEM | 151.7K | $26.6M | 4.1% | $8.81M | Cut$7.15M |
| Palo Alto Networks Inc | PANW | 160.6K | $25.7M | 4.0% | −$3.42M | Added−$626.2K |
| Compass, Inc. | COMP | 3.39M | $24.8M | 3.9% | −$11M | Cut−$13.2M |
| Spotify Technology S.A. | SPOT | 47.8K | $23.2M | 3.6% | −$4.58M | Cut−$6.96M |
| Lumentum Hldgs Inc | — | 32.1K | $22.5M | 3.5% | — | New |
| Meta Platforms, Inc. | META | 39.3K | $22.5M | 3.5% | −$3.46M | Cut−$12.1M |
| Coherent Corp. | COHR | 94.1K | $22.4M | 3.5% | — | New |
| SentinelOne, Inc. | S | 1.66M | $21.3M | 3.3% | −$3.18M | Added−$1.16M |
| Onto Innovation Inc. | ONTO | 101.7K | $20.9M | 3.3% | $4.8M | Cut$1.51M |
| Broadcom Inc. | AVGO | 61.9K | $19.2M | 3.0% | −$2.04M | Added−$129.2K |
| Live Nation Entertainment In | — | 120.2K | $18.3M | 2.9% | — | New |
| Mirion Technologies, Inc. | MIR | 977.1K | $18.2M | 2.8% | −$2.72M | Added$4.99M |
| Twilio Inc | TWLO | 118K | $14.9M | 2.3% | −$1.94M | Cut−$5.13M |
| Mercadolibre Inc | MELI | 8.56K | $14.8M | 2.3% | −$2.2M | Added−$739.3K |
| Netskope Inc | NTSK | 909.1K | $7.72M | 1.2% | −$8.23M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.