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Alta Park Capital, LP

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13F filer, CIK 1621855, San Francisco, CA

Alta Park Capital, LP reported $831,073,347 across 34 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 49.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-26-000102

Period
2025-12-31
Reported value
$831M
Holdings
34
Top 10 weight
49.99%
New
10
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+305,352$28.6M
SHOPnew+125,412$20.2M
TSEMnew+165,804$19.5M
ASMLnew+18,150$19.4M
RKTnew+971,564$18.8M

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
BABAexited-259,292-$46.3M
ORCLexited-113,021-$31.8M
RBLXexited-199,348-$27.6M
WIXexited-154,788-$27.5M
VRTexited-160,866-$24.3M

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, Q4 2025

Share positions as resolved from 13F-HR 0000935836-26-000102, largest first. % of portfolio is the value over $831,073,347, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663,749 shares; 2025Q3: 470,900 shares; 2025Q4: 393,479 shares 393,479$67.8M8.16%-77,421Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 3,384,592$56.7M6.82%-1,154,642Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,929 shares; 2025Q4: 197,896 shares 197,896$47M5.65%-43,033Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,056 shares; 2024Q4: 243,993 shares; 2025Q1: 193,827 shares; 2025Q2: 270,601 shares; 2025Q3: 219,501 shares; 2025Q4: 225,911 shares 225,911$42.1M5.07%+6,410Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 3,595,040$38M4.57%+194,372Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,942 shares; 2024Q4: 94,846 shares; 2025Q1: 109,682 shares; 2025Q2: 57,477 shares; 2025Q3: 84,422 shares; 2025Q4: 52,224 shares 52,224$35.2M4.23%-32,198Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,409 shares; 2024Q4: 41,187 shares; 2025Q1: 44,470 shares; 2025Q2: 72,272 shares; 2025Q3: 73,988 shares; 2025Q4: 52,323 shares 52,323$34.5M4.16%-21,665Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,287 shares; 2025Q4: 123,326 shares 123,326$31.7M3.81%-12,961Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,522 shares; 2025Q4: 163,112 shares 163,112$31.6M3.8%-112,410Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,772 shares; 2024Q4: 49,261 shares; 2025Q1: 36,269 shares; 2025Q2: 23,237 shares; 2025Q3: 23,889 shares; 2025Q4: 329,241 shares 329,241$30.9M3.71%+305,352Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,074 shares; 2024Q4: 63,850 shares; 2025Q1: 59,674 shares; 2025Q2: 45,138 shares; 2025Q3: 55,196 shares; 2025Q4: 51,873 shares 51,873$30.1M3.62%-3,323Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,500 shares; 2024Q4: 105,000 shares; 2025Q1: 125,158 shares; 2025Q2: 105,000 shares; 2025Q3: 105,000 shares; 2025Q4: 143,139 shares 143,139$26.4M3.17%+38,139Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,498,825$22.5M2.71%+82,676Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203,618 shares; 2025Q4: 283,726 shares 283,726$20.9M2.52%+80,108Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,412 shares 125,412$20.2M2.43%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,818 shares; 2025Q3: 65,381 shares; 2025Q4: 140,467 shares 140,467$20M2.4%+75,086Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,804 shares 165,804$19.5M2.34%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,150 shares 18,150$19.4M2.34%newTimeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,112 shares; 2025Q4: 122,617 shares 122,617$19.4M2.33%-3,495Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,007 shares; 2024Q4: 73,391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,935 shares; 2025Q4: 55,715 shares 55,715$19.3M2.32%+5,780Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,868 shares; 2024Q4: 66,515 shares; 2025Q1: 63,200 shares; 2025Q2: 55,964 shares; 2025Q3: 60,304 shares; 2025Q4: 45,412 shares 45,412$19.2M2.31%-14,892Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344,134 shares; 2025Q4: 247,762 shares 247,762$18.9M2.28%-96,372Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971,564 shares 971,564$18.8M2.26%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,953 shares; 2025Q3: not reported; 2025Q4: 80,794 shares 80,794$18.3M2.2%newTimeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312,813 shares; 2025Q4: 909,091 shares 909,091$15.9M1.92%-403,722Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 6,169 shares; 2025Q1: 20,917 shares; 2025Q2: 17,006 shares; 2025Q3: 7,203 shares; 2025Q4: 7,714 shares 7,714$15.5M1.87%+511Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,669 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,814 shares; 2025Q3: not reported; 2025Q4: 54,362 shares 54,362$15.5M1.87%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 418,650 shares; 2025Q4: 312,807 shares 312,807$13.8M1.66%-105,843Timeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611,161 shares; 2025Q4: 562,522 shares 562,522$13.2M1.59%-48,639Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,603 shares; 2025Q4: 24,687 shares 24,687$10.4M1.25%-34,916Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,868 shares 67,868$9.77M1.18%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,070 shares 31,070$9.72M1.17%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,652 shares 37,652$9.64M1.16%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,523 shares 16,523$9.38M1.13%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR160,000$96.1Mput
SMHVANECK ETF TRUST170,000$55.5Mput
BABAALIBABA GROUP HLDG LTD259,292$46.3Mshares
ORCLORACLE CORP113,021$31.8Mshares
RBLXROBLOX CORP199,348$27.6Mshares
WIXWIX COM LTD154,788$27.5Mshares
VRTVERTIV HOLDINGS CO160,866$24.3Mshares
ANETARISTA NETWORKS INC162,356$23.7Mshares
COHRCOHERENT CORP216,419$23.3Mshares
MRVLMARVELL TECHNOLOGY INC228,406$19.2Mshares
COINCOINBASE GLOBAL INC40,980$13.8Mshares
CFLTCONFLUENT INC-CLASS A473,504$9.38Mshares
MSFTMICROSOFT CORP18,049$9.35Mshares
RDDTREDDIT INC36,908$8.49Mshares
MGNIMAGNITE INC255,698$5.57Mshares
MQMARQETA INC596,255$3.15Mshares

How Q4 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 0000935836-26-000102 base2026-02-17acceptance time not in the bulk data set