§ 13F · FUND PROFILE
Alta Park Capital, LP.
AUM · $993M (13F)Positions · 38Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$348M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 52K | $119M | 10.9% | ±0% |
| 2 | WDC | WESTERN DIGITAL CORP | 136K | $87M | 8.0% | +8% |
| 3 | MRVL | MARVELL TECHNOLOGY INC | 214K | $64M | 5.8% | +7% |
| 4 | AMAT | APPLIED MATLS INC | 84K | $60M | 5.5% | −18% |
| 5 | TER | TERADYNE INC | 121K | $58M | 5.4% | +29% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 99K | $58M | 5.3% | NEW |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 224K | $56M | 5.1% | NEW |
| 8 | PANW | PALO ALTO NETWORKS INC | 161K | $55M | 5.0% | ±0% |
| 9 | COMP | COMPASS INC | 3.87M | $48M | 4.4% | +14% |
| 10 | NU | NU HLDGS LTD | 3.40M | $45M | 4.2% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTA SIGNAL
AC read
Alta Park Capital, LP is a Other fund managing $993 million in assets. The fund runs a portfolio of 38 positions.
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