13F-HR filed by Alta Park Capital, LP
Alta Park Capital, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 34 holding rows worth $831,073,347.
- Accession
- 0000935836-26-000102
- Filer
- CIK 1621855
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 34 entries on the cover page, a total value of $831,073,347 stated on the cover page (in dollars after the unit check, H1), rows summing to $831,073,347 with VALUE read as dollars as filed, 13F file number 028-17173. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WESTERN DIGITAL CORP | 958102105 | COM | 393,479 | $67,784,627 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 3,384,592 | $56,658,070 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 197,896 | $46,976,552 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 225,911 | $42,132,402 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 3,595,040 | $37,999,573 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 52,224 | $35,189,576 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 52,323 | $34,537,889 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 123,326 | $31,693,549 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 163,112 | $31,571,959 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 329,241 | $30,869,636 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 51,873 | $30,123,170 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 143,139 | $26,366,204 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 1,498,825 | $22,482,375 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 283,726 | $20,907,769 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 125,412 | $20,187,570 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 140,467 | $19,980,026 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 165,804 | $19,468,706 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 18,150 | $19,417,959 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 122,617 | $19,356,320 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 55,715 | $19,282,962 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 45,412 | $19,164,772 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 247,762 | $18,948,838 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 971,564 | $18,809,479 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 80,794 | $18,298,225 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 909,091 | $15,945,456 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 7,714 | $15,538,002 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 54,362 | $15,515,458 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 312,807 | $13,816,685 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 562,522 | $13,174,265 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 24,687 | $10,360,887 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 67,868 | $9,765,527 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 31,070 | $9,724,910 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 37,652 | $9,640,042 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 16,523 | $9,383,907 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-26-000102 | this filing | 2026-02-17 | acceptance time not in the bulk data set |