Alta Park Capital, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Alta Park Capital, LP disclosed 31 US equity positions worth $811.1m in its Q2 2025 13F filing. The largest position was ORCL at 7.4% of the reported book, followed by NU and META. Against the Q1 2025 filing, it opened 17 new positions, added to 4 and reduced 9 among the top 31 holdings.
What did Alta Park Capital, LP own in Q2 2025? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ORCL Oracle Corp | Technology | 7.4% | $60.1m | 275,078 | – | new |
| 2 | NU NU Holdings Ltd/Cayman Islands | Financial Services | 7.4% | $59.8m | 4,356,799 | 28% | added |
| 3 | META Meta Platforms Inc | Communication Services | 6.6% | $53.3m | 72,272 | 63% | added |
| 4 | MELI MercadoLibre Inc | Consumer Cyclical | 5.5% | $44.4m | 17,006 | -19% | reduced |
| 5 | NVDA NVIDIA Corp | Technology | 5.3% | $42.8m | 270,601 | 40% | added |
| 6 | WDC Western Digital Corp | Technology | 5.2% | $42.5m | 663,749 | – | new |
| 7 | AMZN Amazon.com Inc | Consumer Cyclical | 5.2% | $42.1m | 192,108 | – | new |
| 8 | TWLO Twilio Inc | Technology | 4.7% | $38.0m | 305,818 | – | new |
| 9 | DASH DoorDash Inc | Consumer Cyclical | 4.3% | $34.7m | 140,953 | – | new |
| 10 | SPOT Spotify Technology SA | Communication Services | 4.3% | $34.6m | 45,138 | -24% | reduced |
| 11 | NFLX Netflix Inc | Communication Services | 3.8% | $31.1m | 23,237 | -36% | reduced |
| 12 | VRT Vertiv Holdings Co | Industrials | 3.4% | $27.7m | 215,625 | – | new |
| 13 | DDOG Datadog Inc | Technology | 3.2% | $25.9m | 192,703 | – | new |
| 14 | ANET Arista Networks Inc | Technology | 3.1% | $25.5m | 248,905 | – | new |
| 15 | UBER Uber Technologies Inc | Technology | 3.1% | $25.2m | 270,330 | – | new |
| 16 | S SentinelOne Inc | Technology | 3.0% | $24.5m | 1,340,254 | -37% | reduced |
| 17 | ZM Zoom Communications Inc | Technology | 2.8% | $23.0m | 294,882 | 29% | added |
| 18 | PANW Palo Alto Networks Inc | Technology | 2.6% | $21.5m | 105,000 | -16% | reduced |
| 19 | APP AppLovin Corp | Communication Services | 2.5% | $20.1m | 57,477 | -48% | reduced |
| 20 | COMP Compass Inc | Real Estate | 2.5% | $19.9m | 3,164,467 | -14% | reduced |
| 21 | CVNA Carvana Co | Consumer Cyclical | 2.3% | $18.9m | 55,964 | -11% | reduced |
| 22 | PINS Pinterest Inc | Communication Services | 2.1% | $16.7m | 465,179 | – | new |
| 23 | WIX Wix.com Ltd | Technology | 2.0% | $16.2m | 101,947 | – | new |
| 24 | LLYVK Liberty Media Corp-Liberty For | 1.4% | $11.4m | 109,117 | -63% | reduced | |
| 25 | MGNI Magnite Inc | Communication Services | 1.2% | $10.0m | 413,602 | – | new |
| 26 | MU Micron Technology Inc | Technology | 1.0% | $8.5m | 68,814 | – | new |
| 27 | MRVL Marvell Technology Inc | Technology | 1.0% | $8.0m | 103,282 | – | new |
| 28 | COIN Coinbase Global Inc | Financial Services | 1.0% | $7.7m | 22,077 | – | new |
| 29 | ALAB Astera Labs Inc | Technology | 0.9% | $7.5m | 83,318 | – | new |
| 30 | VOYG Voyager Technologies Inc | 0.7% | $6.0m | 152,350 | – | new | |
| 31 | MQ Marqeta Inc | Technology | 0.4% | $3.5m | 596,255 | 0% | held |
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.