Alta Park Capital, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 0 | 147,004 | +147,004 | 0 | 37,308,145 | 6.00% | +37,308,145 |
| LUMENTUM HLDGS INC(LITE) | 0 | 32,078 | +32,078 | 0 | 22,543,135 | 3.62% | +22,543,135 |
| COHERENT CORP(COHR) | 0 | 94,063 | +94,063 | 0 | 22,406,747 | 3.60% | +22,406,747 |
| MARVELL TECHNOLOGY INC(MRVL)(Call) | 0 | 200,000 | +200,000 | 0 | 19,810,000 | — | +19,810,000 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 0 | 120,218 | +120,218 | 0 | 18,334,447 | 2.95% | +18,334,447 |
| NETFLIX INC.(NFLX) | 329,241 | 496,791 | +167,550 | 30,869,636 | 47,766,455 | 7.68% | +16,896,819 |
| ASML HLDG NV N Y REGISTRY SHS | 18,150 | 21,098 | +2,948 | 19,417,959 | 27,866,871 | 4.48% | +8,448,912 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 165,804 | 151,666 | -14,138 | 19,468,706 | 26,614,350 | 4.28% | +7,145,644 |
| MIRION TECHNOLOGIES INC(MIR) | 562,522 | 977,138 | +414,616 | 13,174,265 | 18,164,995 | 2.92% | +4,990,730 |
| APPLIED MATLS INC | 123,326 | 101,510 | -21,816 | 31,693,549 | 34,695,103 | 5.58% | +3,001,554 |
| ONTO INNOVATION INC(ONTO) | 122,617 | 101,732 | -20,885 | 19,356,320 | 20,862,181 | 3.35% | +1,505,861 |
| BROADCOM INC(AVGO) | 55,715 | 61,884 | +6,169 | 19,282,962 | 19,153,717 | 3.08% | -129,245 |
| PALO ALTO NETWORKS INC(PANW) | 143,139 | 160,554 | +17,415 | 26,366,204 | 25,740,017 | 4.14% | -626,187 |
| MERCADOLIBRE INC(MELI) | 7,714 | 8,559 | +845 | 15,538,002 | 14,798,682 | 2.38% | -739,320 |
| SENTINELONE INC(S) | 1,498,825 | 1,655,332 | +156,507 | 22,482,375 | 21,320,676 | 3.43% | -1,161,699 |
| TERADYNE INC(TER) | 163,112 | 93,536 | -69,576 | 31,571,959 | 27,729,683 | 4.46% | -3,842,276 |
| TWILIO INC(TWLO) | 140,467 | 118,027 | -22,440 | 19,980,026 | 14,850,157 | 2.39% | -5,129,869 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 51,873 | 47,758 | -4,115 | 30,123,170 | 23,158,332 | 3.72% | -6,964,838 |
| NETSKOPE INC(NTSK) | 909,091 | 909,091 | 0 | 15,945,456 | 7,718,183 | 1.24% | -8,227,273 |
| Axon Enterprise Inc(AXON) | 16,523 | 0 | -16,523 | 9,383,907 | 0 | — | -9,383,907 |
| Take-Two Interactive Software(TTWO) | 37,652 | 0 | -37,652 | 9,640,042 | 0 | — | -9,640,042 |
| Alphabet Inc(GOOG) | 31,070 | 0 | -31,070 | 9,724,910 | 0 | — | -9,724,910 |
| Credo Technology Group Holding ORDINARY SHARES | 67,868 | 0 | -67,868 | 9,765,527 | 0 | — | -9,765,527 |
| NVIDIA CORPORATION(NVDA) | 225,911 | 182,561 | -43,350 | 42,132,402 | 31,838,638 | 5.12% | -10,293,764 |
| MongoDB Inc(MDB) | 24,687 | 0 | -24,687 | 10,360,887 | 0 | — | -10,360,887 |
| META PLATFORMS INC(META) | 52,323 | 39,285 | -13,038 | 34,537,889 | 22,476,127 | 3.61% | -12,061,762 |
| NU HLDGS LTD(NU) | 3,384,592 | 3,092,081 | -292,511 | 56,658,070 | 44,433,204 | 7.14% | -12,224,866 |
| COMPASS INC(COMP) | 3,595,040 | 3,386,522 | -208,518 | 37,999,573 | 24,755,476 | 3.98% | -13,244,097 |
| Unity Software Inc(U) | 312,807 | 0 | -312,807 | 13,816,685 | 0 | — | -13,816,685 |
| SANDISK CORP(SNDK) | 197,896 | 52,132 | -145,764 | 46,976,552 | 33,121,545 | 5.33% | -13,855,007 |
| Micron Technology Inc(MU) | 54,362 | 0 | -54,362 | 15,515,458 | 0 | — | -15,515,458 |
| DoorDash Inc(DASH) | 80,794 | 0 | -80,794 | 18,298,225 | 0 | — | -18,298,225 |
| Rocket Cos Inc(RKT) | 971,564 | 0 | -971,564 | 18,809,479 | 0 | — | -18,809,479 |
| Rubrik Inc(RBRK) | 247,762 | 0 | -247,762 | 18,948,838 | 0 | — | -18,948,838 |
| Carvana Co(CVNA) | 45,412 | 0 | -45,412 | 19,164,772 | 0 | — | -19,164,772 |
| Shopify Inc(SHOP) | 125,412 | 0 | -125,412 | 20,187,570 | 0 | — | -20,187,570 |
| Semtech Corp(SMTC) | 283,726 | 0 | -283,726 | 20,907,769 | 0 | — | -20,907,769 |
| WESTERN DIGITAL CORP(WDC) | 393,479 | 126,583 | -266,896 | 67,784,627 | 34,239,436 | 5.51% | -33,545,191 |
| AppLovin Corp(APP) | 52,224 | 0 | -52,224 | 35,189,576 | 0 | — | -35,189,576 |