Alta Park Capital, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AP Alta Park Capital, LP | Institutional Filer | ▼ 25.17% | $621.9M | 24 |
Current Portfolio Holdings
Showing all 24 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix, Inc. | Communication Services | 497K | $47.8M | 7.68% |
| 2 | NU | Nu Holdings Ltd. | Financial Services | 3.1M | $44.4M | 7.14% |
| 3 | AAPL | Apple Inc. | Technology | 147K | $37.3M | 6.00% |
| 4 | AMAT | Applied Materials, Inc. | Technology | 102K | $34.7M | 5.58% |
| 5 | WDC | Western Digital Corporation | Technology | 127K | $34.2M | 5.51% |
| 6 | SNDK | Sandisk Corporation | Technology | 52K | $33.1M | 5.33% |
| 7 | NVDA | NVIDIA Corporation | Technology | 183K | $31.8M | 5.12% |
| 8 | ASML | ASML Holding N.V. | Technology | 21K | $27.9M | 4.48% |
| 9 | TER | Teradyne, Inc. | Technology | 94K | $27.7M | 4.46% |
| 10 | TSEM | Tower Semiconductor Ltd. | Technology | 152K | $26.6M | 4.28% |
| 11 | PANW | Palo Alto Networks, Inc. | Technology | 161K | $25.7M | 4.14% |
| 12 | COMP | Compass, Inc. | Technology | 3.4M | $24.8M | 3.98% |
| 13 | SPOT | Spotify Technology S.A. | Communication Services | 48K | $23.2M | 3.72% |
| 14 | LITE | Lumentum Holdings Inc. | Technology | 32K | $22.5M | 3.62% |
| 15 | META | Meta Platforms, Inc. | Technology | 39K | $22.5M | 3.61% |
Showing 1 to 15 of 24 holdings