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) | 0 | 496,791 | +496,791 | 0 | 47,766,455 | 7.68% | +47,766,455 |
| ASML HLDG NV | 0 | 21,098 | +21,098 | 0 | 27,866,871 | 4.48% | +27,866,871 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 151,666 | +151,666 | 0 | 26,614,350 | 4.28% | +26,614,350 |
| MIRION TECHNOLOGIES INC(MIR) | 0 | 977,138 | +977,138 | 0 | 18,164,995 | 2.92% | +18,164,995 |
| APPLIED MATLS INC | 0 | 101,510 | +101,510 | 0 | 34,695,103 | 5.58% | +34,695,103 |
| ONTO INNOVATION INC(ONTO) | 0 | 101,732 | +101,732 | 0 | 20,862,181 | 3.35% | +20,862,181 |
| BROADCOM INC(AVGO) | 0 | 61,884 | +61,884 | 0 | 19,153,717 | 3.08% | +19,153,717 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 160,554 | +160,554 | 0 | 25,740,017 | 4.14% | +25,740,017 |
| MERCADOLIBRE INC(MELI) | 0 | 8,559 | +8,559 | 0 | 14,798,682 | 2.38% | +14,798,682 |
| SENTINELONE INC(S) | 0 | 1,655,332 | +1,655,332 | 0 | 21,320,676 | 3.43% | +21,320,676 |
| TERADYNE INC(TER) | 0 | 93,536 | +93,536 | 0 | 27,729,683 | 4.46% | +27,729,683 |
| TWILIO INC(TWLO) | 0 | 118,027 | +118,027 | 0 | 14,850,157 | 2.39% | +14,850,157 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 47,758 | +47,758 | 0 | 23,158,332 | 3.72% | +23,158,332 |
| NETSKOPE INC(NTSK) | 0 | 909,091 | +909,091 | 0 | 7,718,183 | 1.24% | +7,718,183 |
| Axon Enterprise Inc(AXON) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Take-Two Interactive Software(TTWO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Alphabet Inc(GOOG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Credo Technology Group Holding | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NVIDIA CORPORATION(NVDA) | 0 | 182,561 | +182,561 | 0 | 31,838,638 | 5.12% | +31,838,638 |
| MongoDB Inc(MDB) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| META PLATFORMS INC(META) | 0 | 39,285 | +39,285 | 0 | 22,476,127 | 3.61% | +22,476,127 |
| NU HLDGS LTD(NU) | 0 | 3,092,081 | +3,092,081 | 0 | 44,433,204 | 7.14% | +44,433,204 |
| COMPASS INC(COMP) | 0 | 3,386,522 | +3,386,522 | 0 | 24,755,476 | 3.98% | +24,755,476 |
| Unity Software Inc(U) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SANDISK CORP(SNDK) | 0 | 52,132 | +52,132 | 0 | 33,121,545 | 5.33% | +33,121,545 |
| Micron Technology Inc(MU) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DoorDash Inc(DASH) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Rocket Cos Inc(RKT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Rubrik Inc(RBRK) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Carvana Co(CVNA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Shopify Inc(SHOP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Semtech Corp(SMTC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WESTERN DIGITAL CORP(WDC) | 0 | 126,583 | +126,583 | 0 | 34,239,436 | 5.51% | +34,239,436 |
| AppLovin Corp(APP) | 0 | 0 | 0 | 0 | 0 | — | 0 |