Alta Park Capital, LP
CIK 1621855
13F filing for Q2 2026・No. 2,445
- Holdings
- US$1.09B
- Quarter change
- +US$449.62M
- Entries
- 27
- Net bought (estimate)
- +US$184.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 9
- Cut 7
- Added 6
- Corporate actions 0
- Unchanged 2
Largest holdings
26 stocks worth US$1.08B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSANDISK CORPCOM | Unchanged | 52,132 | US$118.53M | 11.00% |
| WDCWESTERN DIGITAL CORPCOM | Added | 136,238 | US$87.02M | 8.07% |
| MRVLMARVELL TECHNOLOGY INCCOM | New | 213,865 | US$63.71M | 5.91% |
| AMATAPPLIED MATLS INCCOM | Cut | 83,541 | US$60.4M | 5.60% |
| TERTERADYNE INCCOM | Added | 120,779 | US$58.44M | 5.42% |
| AMDAMDCOM | New | 99,017 | US$57.52M | 5.34% |
| TTWOTAKE-TWO INTERACTIVE SOFTWARCOM | New | 224,240 | US$56.06M | 5.20% |
| PANWPALO ALTO NETWORKS INCCOM | Unchanged | 160,554 | US$54.75M | 5.08% |
| COMPCOMPASS INCCL A | Added | 3,867,921 | US$47.69M | 4.42% |
| NUNU HLDGS LTDORD SHS CL A | Added | 3,402,399 | US$45.46M | 4.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.