Institutional Fund
Alta Park Capital, LP
San Francisco, CACIK 16218555 filings on record
Portfolio Value
$621.90M
Q1 2026
Holdings
24
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-25.2%
from $831.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Netflix Inc7.7%
- Nu Hldgs Ltd7.1%
- Apple Inc6.0%
- Applied Matls Inc5.6%
- Western Digital Corp5.5%
- Sandisk Corp5.3%
- Other62.8%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Netflix Inc | 496.8K | $47.77M | 7.7% | +167.6K | Added |
| 2 | Nu Hldgs Ltd | 3.09M | $44.43M | 7.1% | −292.5K | Reduced |
| 3 | Apple Inc | 147.0K | $37.31M | 6.0% | +147.0K | New |
| 4 | Applied Matls Inc | 101.5K | $34.70M | 5.6% | −21.8K | Reduced |
| 5 | Western Digital Corp | 126.6K | $34.24M | 5.5% | −266.9K | Reduced |
| 6 | Sandisk Corp | 52.1K | $33.12M | 5.3% | −145.8K | Reduced |
| 7 | Nvidia Corporation | 182.6K | $31.84M | 5.1% | −43.4K | Reduced |
| 8 | Asml Holding N V | 21.1K | $27.87M | 4.5% | +2.9K | Added |
| 9 | Teradyne Inc | 93.5K | $27.73M | 4.5% | −69.6K | Reduced |
| 10 | Tower Semiconductor Ltd | 151.7K | $26.61M | 4.3% | −14.1K | Reduced |
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