The Analysis of Alta Park Capital, LP's Holdings
Currently, Alta Park Capital, LP holds 38 types of securities in its portfolio with a total value $993.3M. In the most recent quarter, they have increased their positions in BABA (+259.3K shares, valued at $46.3M), TER (+275.5K shares, valued at $37.9M), NTSK (+1.3M shares, valued at $29.8M); decreased their positions in ORCL (-162.1K shares, valued at $45.6M), TWLO (-240.4K shares, valued at $24.1M), WDC (-192.8K shares, valued at $23.2M); initiated new positions in BABA (+259.3K shares, valued at $46.3M), TER (+275.5K shares, valued at $37.9M), NTSK (+1.3M shares, valued at $29.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NU NU Holdings Ltd/Cayman Islands4.5M shares4.19%2025-09-302025-11-14
APP AppLovin Corp84.4K shares46.88%2025-09-302025-11-14 WDC Western Digital Corp470.9K shares-29.05%2025-09-302025-11-14 META Meta Platforms Inc74.0K shares2.37%2025-09-302025-11-14 BABA Alibaba Group Holding Ltd259.3K sharesnew addition2025-09-302025-11-14 NVDA NVIDIA Corp219.5K shares-18.88%2025-09-302025-11-14 SPOT Spotify Technology SA55.2K shares22.28%2025-09-302025-11-14 TER Teradyne Inc275.5K sharesnew addition2025-09-302025-11-14 ORCL Oracle Corp113.0K shares-58.91%2025-09-302025-11-14 NTSK Netskope Inc1.3M sharesnew addition2025-09-302025-11-14 NFLX Netflix Inc23.9K shares2.81%2025-09-302025-11-14 RBRK Rubrik Inc344.1K sharesnew addition2025-09-302025-11-14 AMAT Applied Materials Inc136.3K sharesnew addition2025-09-302025-11-14 RBLX ROBLOX Corp199.3K sharesnew addition2025-09-302025-11-14 WIX Wix.com Ltd154.8K shares51.83%2025-09-302025-11-14 COMP Compass Inc3.4M shares7.46%2025-09-302025-11-14 SNDK Sandisk Corp/DE240.9K sharesnew addition2025-09-302025-11-14 S SentinelOne Inc1.4M shares5.66%2025-09-302025-11-14 VRT Vertiv Holdings Co160.9K shares-25.40%2025-09-302025-11-14 ANET Arista Networks Inc162.4K shares-34.77%2025-09-302025-11-14 COHR Coherent Corp216.4K sharesnew addition2025-09-302025-11-14 CVNA Carvana Co60.3K shares7.75%2025-09-302025-11-14 PANW Palo Alto Networks Inc105.0K shares0.00%2025-09-302025-11-14 MRVL Marvell Technology Inc228.4K shares121.15%2025-09-302025-11-14 MDB MongoDB Inc59.6K sharesnew addition2025-09-302025-11-14 MELI MercadoLibre Inc7.2K shares-57.64%2025-09-302025-11-14 U Unity Software Inc418.6K sharesnew addition2025-09-302025-11-14 AVGO Broadcom Inc49.9K sharesnew addition2025-09-302025-11-14 ONTO Onto Innovation Inc126.1K sharesnew addition2025-09-302025-11-14 SMTC Semtech Corp203.6K sharesnew addition2025-09-302025-11-14 MIR Mirion Technologies Inc611.2K sharesnew addition2025-09-302025-11-14 COIN Coinbase Global Inc41.0K shares85.62%2025-09-302025-11-14 CFLT Confluent Inc473.5K sharesnew addition2025-09-302025-11-14 MSFT Microsoft Corp18.0K sharesnew addition2025-09-302025-11-14 RDDT Reddit Inc36.9K sharesnew addition2025-09-302025-11-14 TWLO Twilio Inc65.4K shares-78.62%2025-09-302025-11-14 MGNI Magnite Inc255.7K shares-38.18%2025-09-302025-11-14 MQ Marqeta Inc596.3K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
QQQ Put PutInvesco QQQ Trust Series 1160.0K sharesnew addition2025-09-302025-11-14 SMH Put PutVanEck Semiconductor ETF170.0K sharesnew addition2025-09-302025-11-14