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Alta Park Capital, LP

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13F filer, CIK 1621855, San Francisco, CA

Alta Park Capital, LP reported $515,273,405 across 21 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 68.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-25-000334

Period
2025-03-31
Reported value
$515M
Holdings
21
Top 10 weight
68.55%
New
5
Sold out
18

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BABAnew+443,258$58.6M
MELIadded+14,748$28.8M
JDnew+593,216$24.4M
ZMnew+228,317$16.8M
GDDYnew+47,762$8.6M

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
AMZNexited-252,440-$55.4M
TSMexited-166,959-$33M
WIXexited-128,999-$27.7M
ADSKexited-89,971-$26.6M
XYZexited-292,870-$24.9M

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, Q1 2025

Share positions as resolved from 13F-HR 0000935836-25-000334, largest first. % of portfolio is the value over $515,273,405, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,558 shares; 2024Q4: not reported; 2025Q1: 443,258 shares 443,258$58.6M11.37%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 6,169 shares; 2025Q1: 20,917 shares 20,917$40.8M7.92%+14,748Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111,954 shares; 2024Q4: 2,111,954 shares; 2025Q1: 2,111,954 shares 2,111,954$38.4M7.45%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192,191 shares; 2024Q4: 4,192,191 shares; 2025Q1: 3,410,095 shares 3,410,095$34.9M6.78%-782,096Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,772 shares; 2024Q4: 49,261 shares; 2025Q1: 36,269 shares 36,269$33.8M6.56%-12,992Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,074 shares; 2024Q4: 63,850 shares; 2025Q1: 59,674 shares 59,674$32.8M6.37%-4,176Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997,745 shares; 2024Q4: 3,238,471 shares; 2025Q1: 3,673,958 shares 3,673,958$32.1M6.22%+435,487Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,942 shares; 2024Q4: 94,846 shares; 2025Q1: 109,682 shares 109,682$29.1M5.64%+14,836Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,491 shares; 2024Q4: 330,035 shares; 2025Q1: 294,523 shares 294,523$26.5M5.14%-35,512Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,408 shares; 2024Q4: 333,751 shares; 2025Q1: 345,449 shares 345,449$26.2M5.09%+11,698Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,409 shares; 2024Q4: 41,187 shares; 2025Q1: 44,470 shares 44,470$25.6M4.97%+3,283Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 593,216 shares 593,216$24.4M4.73%newTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196,488 shares; 2025Q1: 211,614 shares 211,614$22.2M4.31%+15,126Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,500 shares; 2024Q4: 105,000 shares; 2025Q1: 125,158 shares 125,158$21.4M4.14%+20,158Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,056 shares; 2024Q4: 243,993 shares; 2025Q1: 193,827 shares 193,827$21M4.08%-50,166Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228,317 shares 228,317$16.8M3.27%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,868 shares; 2024Q4: 66,515 shares; 2025Q1: 63,200 shares 63,200$13.2M2.56%-3,315Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,762 shares 47,762$8.6M1.67%newTimeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,124 shares 81,124$4.25M0.83%newTimeline
MQMARQETA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954,043 shares; 2024Q4: 596,255 shares; 2025Q1: 596,255 shares 596,255$2.46M0.48%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,492 shares; 2024Q4: 206,815 shares; 2025Q1: 19,824 shares 19,824$2.09M0.4%-186,991Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC252,440$55.4Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC166,959$33Mshares
WIXWIX COM LTD128,999$27.7Mshares
ADSKAUTODESK INC89,971$26.6Mshares
XYZBLOCK INC292,870$24.9Mshares
HOODROBINHOOD MKTS INC550,460$20.5Mshares
ZSZSCALER INC97,897$17.7Mshares
ORCLORACLE CORP105,994$17.6Mshares
AVGOBROADCOM INC73,391$17Mshares
GTLBGITLAB INC284,813$16Mshares
ZZILLOW GROUP INC199,347$14.8Mshares
GLOBGLOBANT S A66,239$14.2Mshares
ARMARM HOLDINGS PLC111,338$13.7Mshares
DESPEGAR COM CORPDESPEGAR COM CORP511,041$9.84Mshares
BTDRBITDEER TECHNOLOGIES GROUP449,769$9.75Mshares
TTANSERVICETITAN INC87,674$9.02Mshares
MSFTMICROSOFT CORP21,075$8.88Mshares
DTDYNATRACE INC150,569$8.18Mshares

How Q1 2025 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 0000935836-25-000334 base2025-05-15acceptance time not in the bulk data set