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Alta Park Capital, LP

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13F filer, CIK 1621855, San Francisco, CA

Alta Park Capital, LP reported $881,138,468 across 32 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 55.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-25-000510

Period
2025-06-30
Reported value
$881M
Holdings
32
Top 10 weight
55.79%
New
18
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORCLnew+275,078$60.1M
WDCnew+663,749$42.5M
AMZNnew+192,108$42.1M
TWLOnew+305,818$38M
DASHnew+140,953$34.7M

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
BABAexited-443,258-$58.6M
NDAQexited-345,449-$26.2M
JDexited-593,216-$24.4M
RDDTexited-211,614-$22.2M
FWONKreduced-185,406-$19.4M

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 2025

Share positions as resolved from 13F-HR 0000935836-25-000510, largest first. % of portfolio is the value over $811,122,468, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,147 shares; 2024Q4: 105,994 shares; 2025Q1: not reported; 2025Q2: 275,078 shares 275,078$60.1M7.41%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192,191 shares; 2024Q4: 4,192,191 shares; 2025Q1: 3,410,095 shares; 2025Q2: 4,356,799 shares 4,356,799$59.8M7.37%+946,704Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,409 shares; 2024Q4: 41,187 shares; 2025Q1: 44,470 shares; 2025Q2: 72,272 shares 72,272$53.3M6.58%+27,802Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 6,169 shares; 2025Q1: 20,917 shares; 2025Q2: 17,006 shares 17,006$44.4M5.48%-3,911Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,056 shares; 2024Q4: 243,993 shares; 2025Q1: 193,827 shares; 2025Q2: 270,601 shares 270,601$42.8M5.27%+76,774Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663,749 shares 663,749$42.5M5.24%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,145 shares; 2024Q4: 252,440 shares; 2025Q1: not reported; 2025Q2: 192,108 shares 192,108$42.1M5.2%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,818 shares 305,818$38M4.69%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,953 shares 140,953$34.7M4.28%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,074 shares; 2024Q4: 63,850 shares; 2025Q1: 59,674 shares; 2025Q2: 45,138 shares 45,138$34.6M4.27%-14,536Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,772 shares; 2024Q4: 49,261 shares; 2025Q1: 36,269 shares; 2025Q2: 23,237 shares 23,237$31.1M3.84%-13,032Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215,625 shares 215,625$27.7M3.41%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192,703 shares 192,703$25.9M3.19%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,905 shares 248,905$25.5M3.14%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270,330 shares 270,330$25.2M3.11%newTimeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111,954 shares; 2024Q4: 2,111,954 shares; 2025Q1: 2,111,954 shares; 2025Q2: 1,340,254 shares 1,340,254$24.5M3.02%-771,700Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228,317 shares; 2025Q2: 294,882 shares 294,882$23M2.83%+66,565Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,500 shares; 2024Q4: 105,000 shares; 2025Q1: 125,158 shares; 2025Q2: 105,000 shares 105,000$21.5M2.65%-20,158Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,942 shares; 2024Q4: 94,846 shares; 2025Q1: 109,682 shares; 2025Q2: 57,477 shares 57,477$20.1M2.48%-52,205Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997,745 shares; 2024Q4: 3,238,471 shares; 2025Q1: 3,673,958 shares; 2025Q2: 3,164,467 shares 3,164,467$19.9M2.45%-509,491Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,868 shares; 2024Q4: 66,515 shares; 2025Q1: 63,200 shares; 2025Q2: 55,964 shares 55,964$18.9M2.32%-7,236Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465,179 shares 465,179$16.7M2.06%newTimeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,280 shares; 2024Q4: 128,999 shares; 2025Q1: not reported; 2025Q2: 101,947 shares 101,947$16.2M1.99%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,491 shares; 2024Q4: 330,035 shares; 2025Q1: 294,523 shares; 2025Q2: 109,117 shares 109,117$11.4M1.41%-185,406Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 413,602 shares 413,602$9.98M1.23%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,669 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,814 shares 68,814$8.48M1.05%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,282 shares 103,282$7.99M0.99%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,077 shares 22,077$7.74M0.95%newTimeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,318 shares 83,318$7.53M0.93%newTimeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,350 shares 152,350$5.98M0.74%newTimeline
MQMARQETA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954,043 shares; 2024Q4: 596,255 shares; 2025Q1: 596,255 shares; 2025Q2: 596,255 shares 596,255$3.48M0.43%0Timeline

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
APPAPPLOVIN CORP Stockcall200,000$70Mnew

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BABAALIBABA GROUP HLDG LTD443,258$58.6Mshares
NDAQNASDAQ INC345,449$26.2Mshares
JDJD.COM INC593,216$24.4Mshares
RDDTREDDIT INC211,614$22.2Mshares
GDDYGODADDY INC47,762$8.6Mshares
LSCCLATTICE SEMICONDUCTOR CORP81,124$4.25Mshares
OKTAOKTA INC19,824$2.09Mshares

How Q2 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 0000935836-25-000510 base2025-08-14acceptance time not in the bulk data set