Alta Park Capital
$1.1B 13F equity value
35 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Alta Park Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNDK | SANDISK CORP | 52,132 | $119M | 11.0% |
| WDC | WESTERN DIGITAL CORP | 136,238 | $87M | 8.1% |
| MRVL | MARVELL TECHNOLOGY INC | 213,865 | $64M | 5.9% |
| AMAT | APPLIED MATLS INC | 83,541 | $60M | 5.6% |
| TER | TERADYNE INC | 120,779 | $58M | 5.4% |
| AMD | ADVANCED MICRO DEVICES INC | 99,017 | $58M | 5.3% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 224,240 | $56M | 5.2% |
| PANW | PALO ALTO NETWORKS INC | 160,554 | $55M | 5.1% |
| COMP | COMPASS INC | 3,867,921 | $48M | 4.4% |
| NU | NU HLDGS LTD | 3,402,399 | $45M | 4.2% |
Track Alta Park Capital's 13F portfolio: $1.1B in reported holdings, 35 positions. Top holdings and quarterly changes on SentiSense.
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