Alta Park Capital, LP 13F Holdings · Q2 2026
Alta Park Capital, LP reported 26 securities worth $1.09B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SNDK (10.86%), WDC (7.97%), MRVL (5.84%). Among its top 25 positions this quarter: 9 new, 7 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $118.5M | 10.86% | 52,132 | Hold |
| 2 | WDC | WESTERN DIGITAL CORP | $87.0M | 7.97% | 136,238 | Added |
| 3 | MRVL | MARVELL TECHNOLOGY INC | $63.7M | 5.84% | 213,865 | Added |
| 4 | AMAT | APPLIED MATLS INC | $60.4M | 5.53% | 83,541 | Trimmed |
| 5 | TER | TERADYNE INC | $58.4M | 5.35% | 120,779 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $57.5M | 5.27% | 99,017 | New |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $56.1M | 5.14% | 224,240 | New |
| 8 | PANW | PALO ALTO NETWORKS INC | $54.8M | 5.02% | 160,554 | Hold |
| 9 | COMP | COMPASS INC | $47.7M | 4.37% | 3.9M | Added |
| 10 | NU | NU HLDGS LTD | $45.5M | 4.17% | 3.4M | Added |
| 11 | SMTC | SEMTECH CORP | $41.7M | 3.83% | 257,938 | New |
| 12 | GFS | GLOBALFOUNDRIES INC | $38.8M | 3.56% | 471,201 | New |
| 13 | ASML | ASML HLDG NV | $38.4M | 3.52% | 19,310 | Trimmed |
| 14 | STM | STMICROELECTRONICS N V | $38.0M | 3.48% | 506,977 | New |
| 15 | TSEM | TOWER SEMICONDUCTOR LTD | $34.2M | 3.13% | 131,216 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $31.6M | 2.89% | 157,820 | Trimmed |
| 17 | S | SENTINELONE INC | $30.4M | 2.78% | 1.8M | Added |
| 18 | DPC | DPC HOLDINGS PLC | $28.7M | 2.63% | 584,079 | New |
| 19 | DDOG | DATADOG INC | $24.2M | 2.22% | 92,914 | New |
| 20 | SNOW | SNOWFLAKE INC | $24.2M | 2.21% | 94,966 | New |
| 21 | META | META PLATFORMS INC | $23.8M | 2.18% | 42,230 | Added |
| 22 | NFLX | NETFLIX INC. | $22.1M | 2.02% | 309,505 | Trimmed |
| 23 | MELI | MERCADOLIBRE INC | $13.7M | 1.26% | 8,075 | Trimmed |
| 24 | ON | ON SEMICONDUCTOR CORP | $13.4M | 1.23% | 141,800 | New |
| 25 | COHR | COHERENT CORP | $13.0M | 1.19% | 32,965 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR