Alta Park Capital, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Alta Park Capital, LP disclosed 24 US equity positions worth $621.9m in its Q1 2026 13F filing. The largest position was NFLX at 7.7% of the reported book, followed by NU and AAPL.
What did Alta Park Capital, LP own in Q1 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NFLX NETFLIX INC. | Communication Services | 7.7% | $47.8m | 496,791 | – | |
| 2 | NU NU HLDGS LTD | Financial Services | 7.1% | $44.4m | 3,092,081 | – | |
| 3 | AAPL APPLE INC | Technology | 6.0% | $37.3m | 147,004 | – | |
| 4 | AMAT APPLIED MATLS INC | Technology | 5.6% | $34.7m | 101,510 | – | |
| 5 | WDC WESTERN DIGITAL CORP | Technology | 5.5% | $34.2m | 126,583 | – | |
| 6 | SNDK SANDISK CORP | Technology | 5.3% | $33.1m | 52,132 | – | |
| 7 | NVDA NVIDIA CORPORATION | Technology | 5.1% | $31.8m | 182,561 | – | |
| 8 | ASML ASML HLDG NV | Technology | 4.5% | $27.9m | 21,098 | – | |
| 9 | TER TERADYNE INC | Technology | 4.5% | $27.7m | 93,536 | – | |
| 10 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 4.3% | $26.6m | 151,666 | – | |
| 11 | PANW PALO ALTO NETWORKS INC | Technology | 4.1% | $25.7m | 160,554 | – | |
| 12 | COMP COMPASS INC | Real Estate | 4.0% | $24.8m | 3,386,522 | – | |
| 13 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 3.7% | $23.2m | 47,758 | – | |
| 14 | LITE LUMENTUM HLDGS INC | Technology | 3.6% | $22.5m | 32,078 | – | |
| 15 | META META PLATFORMS INC | Communication Services | 3.6% | $22.5m | 39,285 | – | |
| 16 | COHR COHERENT CORP | Technology | 3.6% | $22.4m | 94,063 | – | |
| 17 | S SENTINELONE INC | Technology | 3.4% | $21.3m | 1,655,332 | – | |
| 18 | ONTO ONTO INNOVATION INC | Technology | 3.4% | $20.9m | 101,732 | – | |
| 19 | AVGO BROADCOM INC | Technology | 3.1% | $19.2m | 61,884 | – | |
| 20 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.9% | $18.3m | 120,218 | – | |
| 21 | MIR MIRION TECHNOLOGIES INC | Industrials | 2.9% | $18.2m | 977,138 | – | |
| 22 | TWLO TWILIO INC | Technology | 2.4% | $14.9m | 118,027 | – | |
| 23 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.4% | $14.8m | 8,559 | – | |
| 24 | NTSK NETSKOPE INC | Technology | 1.2% | $7.7m | 909,091 | – |
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.