Alta Park Capital, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Alta Park Capital, Lp disclosed 26 stock positions valued at approximately $1.08B as of quarter-end June 30, 2026. The largest holdings include SANDISK CORP, WESTERN DIGITAL CORP, and MARVELL TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 26
- Portfolio Value
- $1.08B
Holdings by Sector
Alta Park Capital, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | Technology | 11.00% | 52,132 | - | - | $118,534,092 |
| WESTERN DIGITAL CORP | WDC | Technology | 8.07% | 136,238 | +9,655 | +7.63% | $87,017,935 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 5.91% | 213,865 | +213,865 | +100.00% | $63,708,245 |
| APPLIED MATLS INC | AMAT | Technology | 5.60% | 83,541 | -17,969 | -17.70% | $60,400,143 |
| TERADYNE INC | TER | Technology | 5.42% | 120,779 | +27,243 | +29.13% | $58,437,711 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 5.34% | 99,017 | +99,017 | +100.00% | $57,519,965 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 5.20% | 224,240 | +186,588 | +495.56% | $56,055,515 |
| PALO ALTO NETWORKS INC | PANW | Technology | 5.08% | 160,554 | - | - | $54,752,125 |
| COMPASS INC | COMP | Real Estate | 4.42% | 3,867,921 | +481,399 | +14.22% | $47,691,466 |
| NU HLDGS LTD | NU | Financial Services | 4.22% | 3,402,399 | +310,318 | +10.04% | $45,456,051 |
| SEMTECH CORP | SMTC | Technology | 3.87% | 257,938 | -25,788 | -9.09% | $41,747,265 |
| GLOBALFOUNDRIES INC | GFS | Technology | 3.60% | 471,201 | +471,201 | +100.00% | $38,831,674 |
| ASML HLDG NV | ASML | Technology | 3.56% | 19,310 | -1,788 | -8.47% | $38,416,086 |
| STMICROELECTRONICS N V | STM | Technology | 3.52% | 506,977 | +506,977 | +100.00% | $37,967,508 |
| TOWER SEMICONDUCTOR LTD | TSEM | Technology | 3.17% | 131,216 | -20,450 | -13.48% | $34,200,138 |
| NVIDIA CORPORATION | NVDA | Technology | 2.93% | 157,820 | -24,741 | -13.55% | $31,578,204 |
| SENTINELONE INC | S | Technology | 2.82% | 1,789,478 | +134,146 | +8.10% | $30,367,442 |
| DPC HOLDINGS PLC | DPC | Industrials | 2.66% | 584,079 | +584,079 | +100.00% | $28,654,916 |
| DATADOG INC | DDOG | Technology | 2.24% | 92,914 | +92,914 | +100.00% | $24,191,089 |
| SNOWFLAKE INC | SNOW | Technology | 2.24% | 94,966 | +94,966 | +100.00% | $24,168,847 |
| META PLATFORMS INC | META | Communication Services | 2.21% | 42,230 | +2,945 | +7.50% | $23,787,737 |
| NETFLIX INC. | NFLX | Communication Services | 2.05% | 309,505 | -187,286 | -37.70% | $22,098,657 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.27% | 8,075 | -484 | -5.65% | $13,706,424 |
| COHERENT CORP | COHR | Technology | 1.21% | 32,965 | -61,098 | -64.95% | $13,003,704 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 1.19% | 134,700 | +134,700 | +100.00% | $12,815,358 |
| OKTA INC | OKTA | Technology | 1.19% | 93,900 | +93,900 | +100.00% | $12,812,655 |
Showing 26 of 26 holdings in the latest reporting period.
Alta Park Capital, Lp Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | ON | ON Semiconductor Corporation | CALL | 141,800 | $13,405,772 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.