Alta Park Capital, LP: 13F holdings
CIK 16218552026Q2
| Positions | 27 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 27 (+2 vs prior quarter) |
|---|
| Reported value | $1.1bn (+70.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 52,132 | $118.5m | 10.9% |
| WDC WESTERN DIGITAL CORP | 136,238 | $87.0m | 8.0% |
| MRVL MARVELL TECHNOLOGY INC | 213,865 | $63.7m | 5.8% |
| AMAT APPLIED MATLS INC | 83,541 | $60.4m | 5.5% |
| TER TERADYNE INC | 120,779 | $58.4m | 5.4% |
| AMD ADVANCED MICRO DEVICES INC | 99,017 | $57.5m | 5.3% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 224,240 | $56.1m | 5.1% |
| PANW PALO ALTO NETWORKS INC | 160,554 | $54.8m | 5.0% |
| COMP COMPASS INC | 3,867,921 | $47.7m | 4.4% |
| NU HLDGS LTD | 3,402,399 | $45.5m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1621855")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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