Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alta Park Capital, LP (CIK 1621855) reported $641.7M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NFLX ($47.8M, 7.44%), NU ($44.4M, 6.92%), AAPL ($37.3M, 5.81%), AMAT ($34.7M, 5.41%), WDC ($34.2M, 5.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | $47.8M | 7.44% | 496,791 | Added |
| 2 | NU | NU HLDGS LTD | $44.4M | 6.92% | 3.1M | Trimmed |
| 3 | AAPL | APPLE INC | $37.3M | 5.81% | 147,004 | New |
| 4 | AMAT | APPLIED MATLS INC | $34.7M | 5.41% | 101,510 | Trimmed |
| 5 | WDC | WESTERN DIGITAL CORP | $34.2M | 5.34% | 126,583 | Trimmed |
| 6 | SNDK | SANDISK CORP | $33.1M | 5.16% | 52,132 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $31.8M | 4.96% | 182,561 | Trimmed |
| 8 | ASML | ASML HLDG NV | $27.9M | 4.34% | 21,098 | Added |
| 9 | TER | TERADYNE INC | $27.7M | 4.32% | 93,536 | Trimmed |
| 10 | TSEM | TOWER SEMICONDUCTOR LTD | $26.6M | 4.15% | 151,666 | Trimmed |
| 11 | PANW | PALO ALTO NETWORKS INC | $25.7M | 4.01% | 160,554 | Added |
| 12 | COMP | COMPASS INC | $24.8M | 3.86% | 3.4M | Trimmed |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | $23.2M | 3.61% | 47,758 | Trimmed |
| 14 | LITE | LUMENTUM HLDGS INC | $22.5M | 3.51% | 32,078 | New |
| 15 | META | META PLATFORMS INC | $22.5M | 3.50% | 39,285 | Trimmed |
| 16 | COHR | COHERENT CORP | $22.4M | 3.49% | 94,063 | New |
| 17 | S | SENTINELONE INC | $21.3M | 3.32% | 1.7M | Added |
| 18 | ONTO | ONTO INNOVATION INC | $20.9M | 3.25% | 101,732 | Trimmed |
| 19 | MRVL | MARVELL TECHNOLOGY INC | $19.8M | 3.09% | 200,000 | New |
| 20 | AVGO | BROADCOM INC | $19.2M | 2.98% | 61,884 | Added |
| 21 | LYV | LIVE NATION ENTERTAINMENT IN | $18.3M | 2.86% | 120,218 | New |
| 22 | MIR | MIRION TECHNOLOGIES INC | $18.2M | 2.83% | 977,138 | Added |
| 23 | MELI | MERCADOLIBRE INC | $14.8M | 2.31% | 8,559 | Added |
| 24 | TWLO | TWILIO INC | $14.9M | 2.31% | 118,027 | Trimmed |
| 25 | NETSKOPE INC | $7.7M | 1.20% | 909,091 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31