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Disclosery

Alta Park Capital, LP

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13F filer, CIK 1621855, San Francisco, CA

Alta Park Capital, LP reported $1,091,326,724 across 27 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 60.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-26-000403

Period
2026-06-30
Reported value
$1.09B
Holdings
27
Top 10 weight
60.26%
New
12
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MRVLnew+213,865$63.7M
AMDnew+99,017$57.5M
TTWOnew+224,240$56.1M
SMTCnew+257,938$41.7M
GFSnew+471,201$38.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLexited-147,004-$37.3M
COHRreduced-61,098-$24.1M
SPOTexited-47,758-$23.2M
LITEexited-32,078-$22.5M
ONTOexited-101,732-$20.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000935836-26-000403, largest first. % of portfolio is the value over $1,077,920,952, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,929 shares; 2025Q4: 197,896 shares; 2026Q1: 52,132 shares; 2026Q2: 52,132 shares 52,132$119M11%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663,749 shares; 2025Q3: 470,900 shares; 2025Q4: 393,479 shares; 2026Q1: 126,583 shares; 2026Q2: 136,238 shares 136,238$87M8.07%+9,655Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,282 shares; 2025Q3: 228,406 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213,865 shares 213,865$63.7M5.91%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,287 shares; 2025Q4: 123,326 shares; 2026Q1: 101,510 shares; 2026Q2: 83,541 shares 83,541$60.4M5.6%-17,969Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,522 shares; 2025Q4: 163,112 shares; 2026Q1: 93,536 shares; 2026Q2: 120,779 shares 120,779$58.4M5.42%+27,243Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,017 shares 99,017$57.5M5.34%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,652 shares; 2026Q1: not reported; 2026Q2: 224,240 shares 224,240$56.1M5.2%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,500 shares; 2024Q4: 105,000 shares; 2025Q1: 125,158 shares; 2025Q2: 105,000 shares; 2025Q3: 105,000 shares; 2025Q4: 143,139 shares; 2026Q1: 160,554 shares; 2026Q2: 160,554 shares 160,554$54.8M5.08%0Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997,745 shares; 2024Q4: 3,238,471 shares; 2025Q1: 3,673,958 shares; 2025Q2: 3,164,467 shares; 2025Q3: 3,400,668 shares; 2025Q4: 3,595,040 shares; 2026Q1: 3,386,522 shares; 2026Q2: 3,867,921 shares 3,867,921$47.7M4.42%+481,399Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,192,191 shares; 2024Q4: 4,192,191 shares; 2025Q1: 3,410,095 shares; 2025Q2: 4,356,799 shares; 2025Q3: 4,539,234 shares; 2025Q4: 3,384,592 shares; 2026Q1: 3,092,081 shares; 2026Q2: 3,402,399 shares 3,402,399$45.5M4.22%+310,318Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203,618 shares; 2025Q4: 283,726 shares; 2026Q1: not reported; 2026Q2: 257,938 shares 257,938$41.7M3.87%newTimeline
GFSGLOBALFOUNDRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 471,201 shares 471,201$38.8M3.6%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,150 shares; 2026Q1: 21,098 shares; 2026Q2: 19,310 shares 19,310$38.4M3.56%-1,788Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506,977 shares 506,977$38M3.52%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,804 shares; 2026Q1: 151,666 shares; 2026Q2: 131,216 shares 131,216$34.2M3.17%-20,450Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,056 shares; 2024Q4: 243,993 shares; 2025Q1: 193,827 shares; 2025Q2: 270,601 shares; 2025Q3: 219,501 shares; 2025Q4: 225,911 shares; 2026Q1: 182,561 shares; 2026Q2: 157,820 shares 157,820$31.6M2.93%-24,741Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111,954 shares; 2024Q4: 2,111,954 shares; 2025Q1: 2,111,954 shares; 2025Q2: 1,340,254 shares; 2025Q3: 1,416,149 shares; 2025Q4: 1,498,825 shares; 2026Q1: 1,655,332 shares; 2026Q2: 1,789,478 shares 1,789,478$30.4M2.82%+134,146Timeline
DPCDPC HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 584,079 shares 584,079$28.7M2.66%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192,703 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,914 shares 92,914$24.2M2.24%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,966 shares 94,966$24.2M2.24%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,409 shares; 2024Q4: 41,187 shares; 2025Q1: 44,470 shares; 2025Q2: 72,272 shares; 2025Q3: 73,988 shares; 2025Q4: 52,323 shares; 2026Q1: 39,285 shares; 2026Q2: 42,230 shares 42,230$23.8M2.21%+2,945Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,772 shares; 2024Q4: 49,261 shares; 2025Q1: 36,269 shares; 2025Q2: 23,237 shares; 2025Q3: 23,889 shares; 2025Q4: 329,241 shares; 2026Q1: 496,791 shares; 2026Q2: 309,505 shares 309,505$22.1M2.05%-187,286Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,107 shares; 2024Q4: 6,169 shares; 2025Q1: 20,917 shares; 2025Q2: 17,006 shares; 2025Q3: 7,203 shares; 2025Q4: 7,714 shares; 2026Q1: 8,559 shares; 2026Q2: 8,075 shares 8,075$13.7M1.27%-484Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,419 shares; 2025Q4: not reported; 2026Q1: 94,063 shares; 2026Q2: 32,965 shares 32,965$13M1.21%-61,098Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,491 shares; 2024Q4: 330,035 shares; 2025Q1: 294,523 shares; 2025Q2: 109,117 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134,700 shares 134,700$12.8M1.19%newTimeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,492 shares; 2024Q4: 206,815 shares; 2025Q1: 19,824 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,900 shares 93,900$12.8M1.19%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ONON SEMICONDUCTOR CORP Stockcall141,800$13.4Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC147,004$37.3Mshares
SPOTSPOTIFY TECHNOLOGY S A47,758$23.2Mshares
LITELUMENTUM HLDGS INC32,078$22.5Mshares
ONTOONTO INNOVATION INC101,732$20.9Mshares
MRVLMARVELL TECHNOLOGY INC200,000$19.8Mcall
AVGOBROADCOM INC61,884$19.2Mshares
LYVLIVE NATION ENTERTAINMENT IN120,218$18.3Mshares
MIRMIRION TECHNOLOGIES INC977,138$18.2Mshares
TWLOTWILIO INC118,027$14.9Mshares
NTSKNETSKOPE INC909,091$7.72Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000935836-26-000403 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000935836-26-000403 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000935836-26-000251 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000935836-26-000102 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000935836-25-000676 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000935836-25-000510 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000935836-25-000334 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000935836-25-000175 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000935836-24-000684 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000935836-24-000515 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000935836-24-000387 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000935836-24-000156 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000935836-23-000693 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000935836-23-000585 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000935836-23-000406 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000935836-23-000211 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001567619-22-019916 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001567619-22-016011 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001567619-22-010718 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001567619-22-003911 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001567619-21-020205 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001567619-21-015641 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR/A 0001621855-21-000004 Quarter ended 2021-03-312021-05-18acceptance time not in the bulk data set
13F-HR/A 0001621855-21-000005 Quarter ended 2021-03-312021-05-18acceptance time not in the bulk data set
13F-HR 0001621855-21-000003 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001621855-21-000002 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001621855-20-000006 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001621855-20-000005 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001621855-20-000004 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001621855-20-000002 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001621855-19-000006 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001621855-19-000005 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001621855-19-000004 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0001621855-19-000002 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001621855-18-000007 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001621855-18-000006 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001621855-18-000004 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001621855-18-000002 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001621855-17-000010 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001621855-17-000007 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001621855-17-000005 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001621855-17-000003 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001387131-16-007858 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001140361-16-076053 Quarter ended 2016-06-302016-08-12acceptance time not in the bulk data set
13F-HR 0001140361-16-064317 Quarter ended 2016-03-312016-05-10acceptance time not in the bulk data set
13F-HR 0001140361-16-051700 Quarter ended 2015-12-312016-02-11acceptance time not in the bulk data set