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Alta Park Capital, LP

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13F filer, CIK 1621855, San Francisco, CA

Alta Park Capital, LP reported $641,706,302 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 55.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-26-000251

Period
2026-03-31
Reported value
$642M
Holdings
25
Top 10 weight
55.57%
New
5
Sold out
14

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAPLnew+147,004$37.3M
LITEnew+32,078$22.5M
COHRnew+94,063$22.4M
LYVnew+120,218$18.3M
NFLXadded+167,550$16.1M

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
SNDKreduced-145,764-$92.6M
WDCreduced-266,896-$72.2M
APPexited-52,224-$35.2M
SMTCexited-283,726-$20.9M
TERreduced-69,576-$20.6M

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000935836-26-000251, largest first. % of portfolio is the value over $621,896,302, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 496,791 shares 496,791$47.8M7.68%+167,550Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,092,081 shares 3,092,081$44.4M7.14%-292,511Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,004 shares 147,004$37.3M6%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,287 shares; 2025Q4: 123,326 shares; 2026Q1: 101,510 shares 101,510$34.7M5.58%-21,816Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 126,583$34.2M5.51%-266,896Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,929 shares; 2025Q4: 197,896 shares; 2026Q1: 52,132 shares 52,132$33.1M5.33%-145,764Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 182,561 shares 182,561$31.8M5.12%-43,350Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,150 shares; 2026Q1: 21,098 shares 21,098$27.9M4.48%+2,948Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,522 shares; 2025Q4: 163,112 shares; 2026Q1: 93,536 shares 93,536$27.7M4.46%-69,576Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,804 shares; 2026Q1: 151,666 shares 151,666$26.6M4.28%-14,138Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 160,554 shares 160,554$25.7M4.14%+17,415Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,386,522 shares 3,386,522$24.8M3.98%-208,518Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,758 shares 47,758$23.2M3.72%-4,115Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,078 shares 32,078$22.5M3.62%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,285 shares 39,285$22.5M3.61%-13,038Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,419 shares; 2025Q4: not reported; 2026Q1: 94,063 shares 94,063$22.4M3.6%newTimeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,655,332 shares 1,655,332$21.3M3.43%+156,507Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,112 shares; 2025Q4: 122,617 shares; 2026Q1: 101,732 shares 101,732$20.9M3.35%-20,885Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,007 shares; 2024Q4: 73,391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,935 shares; 2025Q4: 55,715 shares; 2026Q1: 61,884 shares 61,884$19.2M3.08%+6,169Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,218 shares 120,218$18.3M2.95%newTimeline
MIRMIRION TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 611,161 shares; 2025Q4: 562,522 shares; 2026Q1: 977,138 shares 977,138$18.2M2.92%+414,616Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,818 shares; 2025Q3: 65,381 shares; 2025Q4: 140,467 shares; 2026Q1: 118,027 shares 118,027$14.9M2.39%-22,440Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,559 shares 8,559$14.8M2.38%+845Timeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312,813 shares; 2025Q4: 909,091 shares; 2026Q1: 909,091 shares 909,091$7.72M1.24%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
MRVLMARVELL TECHNOLOGY INC COMcall200,000$19.8Mnew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
APPAPPLOVIN CORP52,224$35.2Mshares
SMTCSEMTECH CORP283,726$20.9Mshares
SHOPSHOPIFY INC125,412$20.2Mshares
CVNACARVANA CO45,412$19.2Mshares
RBRKRUBRIK INC.247,762$18.9Mshares
RKTROCKET COS INC971,564$18.8Mshares
DASHDOORDASH INC80,794$18.3Mshares
MUMICRON TECHNOLOGY INC54,362$15.5Mshares
UUNITY SOFTWARE INC312,807$13.8Mshares
MDBMONGODB INC24,687$10.4Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI67,868$9.77Mshares
GOOGLALPHABET INC31,070$9.72Mshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR37,652$9.64Mshares
AXONAXON ENTERPRISE INC16,523$9.38Mshares

How Q1 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 0000935836-26-000251 base2026-05-15acceptance time not in the bulk data set