Top Institutional Investors

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 and exited 9; 10 existing positions rose in reported value and 3 fell.

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.

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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SNDK11.0% · 0%WDC8.1% · +8%MRVL5.9% · newAMAT5.6% · -18%TER5.4% · +29%AMD5.3% · newTTWO5.2% · newPANW5.1% · 0%COMP4.4% · +14%NU4.2% · +10%SMTC3.9% · newGFS3.6% · newASML3.6% · -8%STM3.5% · newTSEM3.2% · -14%NVDA2.9% · -14%S2.8% · +8%DPC2.7% · newDDOG2.2% · newSNOW2.2% · newMETA2.2% · +8%NFLX2.0% · -38%MELI1.3% · -6%COHR1.2% · -65%FWONK1.2% · newOKTA1.2% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 60.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 9, 2026.

Assets Under Management
$1.78B
Discretionary
$1.78B
Employees
16
Accounts
9
Address
1 LETTERMAN DRIVE
BUILDING A, SUITE A4-100
SAN FRANCISCO, CA 94129
Phone
(415) 835-3890
Website
Name Title / Status Ownership Type
ALTA PARK MANAGEMENT, LLC ControlGENERAL PARTNER
since Aug 2013
Less than 5%Domestic Entity
BOUSABA, JOSEPH, NICOLAS ControlPARTNER
since Aug 2013
25–50%Individual
JOYCE, CONNOR, PATRICK ControlCHIEF FINANCIAL OFFICER
since Apr 2022
Less than 5%Individual
KODALI, JAYAVEERA, (NMN) ControlPARTNER
since Aug 2013
25–50%Individual
MODANLOU, BIJAN, STEPHEN ControlPARTNER
since Aug 2013
10–25%Individual
NAM-HEE, RENE, (NMN) ControlCHIEF OPERATING OFFICER
since Jan 2020
Less than 5%Individual
PIRRONE, DIANA, MAH ControlCHIEF COMPLIANCE OFFICER
since Jan 2020
Less than 5%Individual
BOUSABA, JOSEPH, NICOLAS Control
Indirect owner via ALTA PARK MANAGEMENT, LLC
MEMBER & MANAGER
since Aug 2013
25–50%Individual
KODALI, JAYAVEERA, (NMN) Control
Indirect owner via ALTA PARK MANAGEMENT, LLC
MEMBER & MANAGER
since Aug 2013
25–50%Individual
Ownership & leadership changes · 5 filings with changes since Oct 3, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 29, 2023 filing
  • AddedJOYCE, CONNOR, PATRICK · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 31, 2021 filing
  • ChangedNAM-HEE, RENE, (NMN) · title CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER
Jan 8, 2020 filing
  • AddedPIRRONE, DIANA, MAH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedNAM-HEE, RENE, (NMN) · title CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER → CHIEF FINANCIAL OFFICER
Mar 31, 2017 filing
  • No longer listedMODANLOU, BIJAN, STEPHEN · MEMBER & MANAGER · 25–50% · indirect via ALTA PARK MANAGEMENT, LLC · control person · listed since Aug 2013
  • ChangedMODANLOU, BIJAN, STEPHEN · ownership 25–50% → 10–25%
Dec 27, 2016 filing
  • No longer listedDEGRACA, PATRICK, LESLIE · CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER · 5–10% · control person · listed since Aug 2013
  • AddedNAM-HEE, RENE, (NMN) · CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Oct 3, 2014 filing (earliest on record)
  • ListedALTA PARK MANAGEMENT, LLC · GENERAL PARTNER · Less than 5% · control person
  • ListedBOUSABA, JOSEPH, NICOLAS · PARTNER · 25–50% · control person
  • ListedBOUSABA, JOSEPH, NICOLAS · MEMBER & MANAGER · 25–50% · indirect via ALTA PARK MANAGEMENT, LLC · control person
  • ListedDEGRACA, PATRICK, LESLIE · CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER · 5–10% · control person
  • ListedKODALI, JAYAVEERA, (NMN) · PARTNER · 25–50% · control person
  • ListedKODALI, JAYAVEERA, (NMN) · MEMBER & MANAGER · 25–50% · indirect via ALTA PARK MANAGEMENT, LLC · control person
  • ListedMODANLOU, BIJAN, STEPHEN · PARTNER · 25–50% · control person
  • ListedMODANLOU, BIJAN, STEPHEN · MEMBER & MANAGER · 25–50% · indirect via ALTA PARK MANAGEMENT, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 10 →

Top Trims

Show all 3 →

New Positions

Show all 11 →

Exited Positions

Show all 9 →

Alta Park Capital, LP Holdings (2026-06-30)

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
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