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Alta Park Capital, LP — 13F Holdings & Portfolio

CIK 1621855 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Alta Park Capital, LP manages $1.09B in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SNDK (10.86%), WDC (7.97%), MRVL (5.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 9, added to 10, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1 LETTERMAN DRIVE
BUILDING A, SUITE A4-100
SAN FRANCISCO, CA 94129
Phone
(415) 835-3894
Filing Manager
Alta Park Capital, LP
San Francisco, CA
Signatory
Rene Nam-Hee
Chief Operating Officer
Loading holdings…
AUM

$1.09B

Long-equity book

Holdings

27

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+11 / −9 / ↑10 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SANDISK CORP$85.4M +257.9%
  • WESTERN DIGITAL CORP$52.8M +154.1%
  • TERADYNE INC$30.7M +110.7%
  • PALO ALTO NETWORKS INC$29.0M +112.7%
  • APPLIED MATLS INC$25.7M +74.1%
Show all 10 →

Top Trims

  • NETFLIX INC.-$25.7M -53.7%
  • COHERENT CORP-$9.4M -42.0%
  • MERCADOLIBRE INC-$1.1M -7.4%
Show all 3 →

New Positions

  • MARVELL TECHNOLOGY INC$63.7M
  • ADVANCED MICRO DEVICES INC$57.5M
  • TAKE-TWO INTERACTIVE SOFTWAR$56.1M
  • SEMTECH CORP$41.7M
  • GLOBALFOUNDRIES INC$38.8M
Show all 11 →

Exited Positions

  • APPLE INC$37.3M
  • SPOTIFY TECHNOLOGY S A$23.2M
  • LUMENTUM HLDGS INC$22.5M
  • ONTO INNOVATION INC$20.9M
  • BROADCOM INC$19.2M
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SANDISK CORP SNDK 80004C200 $118.5M 10.86% 52,132 SH
2 WESTERN DIGITAL CORP WDC 958102105 $87.0M 7.97% 136,238 SH
3 MARVELL TECHNOLOGY INC MRVL 573874104 $63.7M 5.84% 213,865 SH
4 APPLIED MATLS INC AMAT 038222105 $60.4M 5.53% 83,541 SH
5 TERADYNE INC TER 880770102 $58.4M 5.35% 120,779 SH
6 ADVANCED MICRO DEVICES INC AMD 007903107 $57.5M 5.27% 99,017 SH
7 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $56.1M 5.14% 224,240 SH
8 PALO ALTO NETWORKS INC PANW 697435105 $54.8M 5.02% 160,554 SH
9 COMPASS INC COMP 20464U100 $47.7M 4.37% 3,867,921 SH
10 NU HLDGS LTD NU G6683N103 $45.5M 4.17% 3,402,399 SH
11 SEMTECH CORP SMTC 816850101 $41.7M 3.83% 257,938 SH
12 GLOBALFOUNDRIES INC GFS G39387108 $38.8M 3.56% 471,201 SH
13 ASML HLDG NV ASML N07059210 $38.4M 3.52% 19,310 SH
14 STMICROELECTRONICS N V STM 861012102 $38.0M 3.48% 506,977 SH
15 TOWER SEMICONDUCTOR LTD TSEM M87915274 $34.2M 3.13% 131,216 SH
16 NVIDIA CORPORATION NVDA 67066G104 $31.6M 2.89% 157,820 SH
17 SENTINELONE INC S 81730H109 $30.4M 2.78% 1,789,478 SH
18 DPC HOLDINGS PLC DPC G2R11M108 $28.7M 2.63% 584,079 SH
19 DATADOG INC DDOG 23804L103 $24.2M 2.22% 92,914 SH
20 SNOWFLAKE INC SNOW 833445109 $24.2M 2.21% 94,966 SH
21 META PLATFORMS INC META 30303M102 $23.8M 2.18% 42,230 SH
22 NETFLIX INC. NFLX 64110L106 $22.1M 2.02% 309,505 SH
23 MERCADOLIBRE INC MELI 58733R102 $13.7M 1.26% 8,075 SH
24 ON SEMICONDUCTOR CORP Call ON 682189105 $13.4M 1.23% 141,800 SH
25 COHERENT CORP COHR 19247G107 $13.0M 1.19% 32,965 SH
26 LIBERTY MEDIA CORP DEL FWONK 531229755 $12.8M 1.17% 134,700 SH
27 OKTA INC OKTA 679295105 $12.8M 1.17% 93,900 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.09B 27 0000935836-26-000403
2026-03-31 2026-05-15 $641.7M 25 0000935836-26-000251
2025-12-31 2026-02-17 $831.1M 34 0000935836-26-000102
2025-09-30 2025-11-14 $1.14B 40 0000935836-25-000676