Alta Park Capital, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Alta Park Capital, LP disclosed 34 US equity positions worth $764.2m in its Q4 2024 13F filing. The largest position was AMZN at 7.2% of the reported book, followed by S and NFLX. Against the Q3 2024 filing, it opened 9 new positions, added to 14 and reduced 9 among the top 34 holdings.
What did Alta Park Capital, LP own in Q4 2024? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon.com Inc | Consumer Cyclical | 7.2% | $55.4m | 252,440 | 125% | added |
| 2 | S SentinelOne Inc | Technology | 6.1% | $46.9m | 2,111,954 | 0% | held |
| 3 | NFLX Netflix Inc | Communication Services | 5.7% | $43.9m | 49,261 | 18% | added |
| 4 | NU NU Holdings Ltd/Cayman Islands | Financial Services | 5.7% | $43.4m | 4,192,191 | 0% | held |
| 5 | TSM TSMC | Technology | 4.3% | $33.0m | 166,959 | 8% | added |
| 6 | NVDA NVIDIA Corp | Technology | 4.3% | $32.8m | 243,993 | 38% | added |
| 7 | RDDT Reddit Inc | Communication Services | 4.2% | $32.1m | 196,488 | – | new |
| 8 | APP AppLovin Corp | Communication Services | 4.0% | $30.7m | 94,846 | 30% | added |
| 9 | LLYVK Liberty Media Corp-Liberty For | 4.0% | $30.6m | 330,035 | -12% | reduced | |
| 10 | SPOT Spotify Technology SA | Communication Services | 3.7% | $28.6m | 63,850 | -11% | reduced |
| 11 | WIX Wix.com Ltd | Technology | 3.6% | $27.7m | 128,999 | 133% | added |
| 12 | ADSK Autodesk Inc | Technology | 3.5% | $26.6m | 89,971 | 20% | added |
| 13 | NDAQ Nasdaq Inc | Financial Services | 3.4% | $25.8m | 333,751 | 166% | added |
| 14 | XYZ Block Inc | Technology | 3.3% | $24.9m | 292,870 | – | new |
| 15 | META Meta Platforms Inc | Communication Services | 3.2% | $24.1m | 41,187 | 7% | added |
| 16 | HOOD Robinhood Markets Inc | Financial Services | 2.7% | $20.5m | 550,460 | – | new |
| 17 | PANW Palo Alto Networks Inc | Technology | 2.5% | $19.1m | 105,000 | 100% | added |
| 18 | COMP Compass Inc | Real Estate | 2.5% | $18.9m | 3,238,471 | 8% | added |
| 19 | ZS Zscaler Inc | Technology | 2.3% | $17.7m | 97,897 | 2% | added |
| 20 | ORCL Oracle Corp | Technology | 2.3% | $17.6m | 105,994 | -5% | reduced |
| 21 | AVGO Broadcom Inc | Technology | 2.2% | $17.0m | 73,391 | -54% | reduced |
| 22 | OKTA Okta Inc | Technology | 2.1% | $16.3m | 206,815 | 72% | added |
| 23 | GTLB Gitlab Inc | Technology | 2.1% | $16.0m | 284,813 | -64% | reduced |
| 24 | Z Zillow Group Inc | Communication Services | 1.9% | $14.8m | 199,347 | -37% | reduced |
| 25 | GLOB Globant SA | Technology | 1.9% | $14.2m | 66,239 | – | new |
| 26 | ARM ARM Holdings PLC | Technology | 1.8% | $13.7m | 111,338 | – | new |
| 27 | CVNA Carvana Co | Consumer Cyclical | 1.8% | $13.5m | 66,515 | 9% | added |
| 28 | MELI MercadoLibre Inc | Consumer Cyclical | 1.4% | $10.5m | 6,169 | -62% | reduced |
| 29 | Despegar.com Corp | 1.3% | $9.8m | 511,041 | – | new | |
| 30 | BTDR Bitdeer Technologies Group | Technology | 1.3% | $9.7m | 449,769 | – | new |
| 31 | TTAN ServiceTitan Inc | Technology | 1.2% | $9.0m | 87,674 | – | new |
| 32 | MSFT Microsoft Corp | Technology | 1.2% | $8.9m | 21,075 | -51% | reduced |
| 33 | DT Dynatrace Inc | Technology | 1.1% | $8.2m | 150,569 | – | new |
| 34 | MQ Marqeta Inc | Technology | 0.3% | $2.3m | 596,255 | -80% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.