13F-HR filed by Alta Park Capital, LP
Alta Park Capital, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 27 holding rows worth $1,091,326,724.
- Accession
- 0000935836-26-000403
- Filer
- CIK 1621855
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 27 entries on the cover page, a total value of $1,091,326,724 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,091,326,724 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 |
|---|---|---|---|---|---|---|
| SanDisk Corporation | 80004C200 | COM | 52,132 | $118,534,092 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 136,238 | $87,017,935 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 213,865 | $63,708,245 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 83,541 | $60,400,143 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 120,779 | $58,437,711 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 99,017 | $57,519,965 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 224,240 | $56,055,515 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 160,554 | $54,752,125 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 3,867,921 | $47,691,466 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 3,402,399 | $45,456,051 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 257,938 | $41,747,265 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 471,201 | $38,831,674 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 19,310 | $38,416,086 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 506,977 | $37,967,508 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 131,216 | $34,200,138 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 157,820 | $31,578,204 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 1,789,478 | $30,367,442 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 584,079 | $28,654,916 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 92,914 | $24,191,089 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 94,966 | $24,168,847 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 42,230 | $23,787,737 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 309,505 | $22,098,657 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 8,075 | $13,706,424 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 141,800 | $13,405,772 | dollars as filed | call |
| COHERENT CORP COM | 19247G107 | Stock | 32,965 | $13,003,704 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 134,700 | $12,815,358 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 93,900 | $12,812,655 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-26-000403 | this filing | 2026-08-14 | acceptance time not in the bulk data set |