Alta Park Capital
$1.1B 13F equity value
35 Holdings
Latest filing 2026-06-30
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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