Alta Park Capital, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Alta Park Capital, LP disclosed 26 US equity positions worth $1.1bn in its Q2 2026 13F filing. The largest position was SNDK at 11.0% of the reported book, followed by WDC and MRVL. Against the Q1 2026 filing, it opened 11 new positions, added to 6 and reduced 7 among the top 26 holdings.
What did Alta Park Capital, LP own in Q2 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SNDK SANDISK CORP | Technology | 11.0% | $118.5m | 52,132 | 0% | held |
| 2 | WDC WESTERN DIGITAL CORP | Technology | 8.1% | $87.0m | 136,238 | 8% | added |
| 3 | MRVL MARVELL TECHNOLOGY INC | Technology | 5.9% | $63.7m | 213,865 | – | new |
| 4 | AMAT APPLIED MATLS INC | Technology | 5.6% | $60.4m | 83,541 | -18% | reduced |
| 5 | TER TERADYNE INC | Technology | 5.4% | $58.4m | 120,779 | 29% | added |
| 6 | AMD ADVANCED MICRO DEVICES INC | Technology | 5.3% | $57.5m | 99,017 | – | new |
| 7 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 5.2% | $56.1m | 224,240 | – | new |
| 8 | PANW PALO ALTO NETWORKS INC | Technology | 5.1% | $54.8m | 160,554 | 0% | held |
| 9 | COMP COMPASS INC | Real Estate | 4.4% | $47.7m | 3,867,921 | 14% | added |
| 10 | NU NU HLDGS LTD | Financial Services | 4.2% | $45.5m | 3,402,399 | 10% | added |
| 11 | SMTC SEMTECH CORP | Technology | 3.9% | $41.7m | 257,938 | – | new |
| 12 | GFS GLOBALFOUNDRIES INC | Technology | 3.6% | $38.8m | 471,201 | – | new |
| 13 | ASML ASML HLDG NV | Technology | 3.6% | $38.4m | 19,310 | -8% | reduced |
| 14 | STM STMICROELECTRONICS N V | Technology | 3.5% | $38.0m | 506,977 | – | new |
| 15 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 3.2% | $34.2m | 131,216 | -13% | reduced |
| 16 | NVDA NVIDIA CORPORATION | Technology | 2.9% | $31.6m | 157,820 | -14% | reduced |
| 17 | S SENTINELONE INC | Technology | 2.8% | $30.4m | 1,789,478 | 8% | added |
| 18 | DPC DPC HOLDINGS PLC | Industrials | 2.7% | $28.7m | 584,079 | – | new |
| 19 | DDOG DATADOG INC | Technology | 2.2% | $24.2m | 92,914 | – | new |
| 20 | SNOW SNOWFLAKE INC | Technology | 2.2% | $24.2m | 94,966 | – | new |
| 21 | META META PLATFORMS INC | Communication Services | 2.2% | $23.8m | 42,230 | 7% | added |
| 22 | NFLX NETFLIX INC. | Communication Services | 2.1% | $22.1m | 309,505 | -38% | reduced |
| 23 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.3% | $13.7m | 8,075 | -6% | reduced |
| 24 | COHR COHERENT CORP | Technology | 1.2% | $13.0m | 32,965 | -65% | reduced |
| 25 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 1.2% | $12.8m | 134,700 | – | new |
| 26 | OKTA OKTA INC | Technology | 1.2% | $12.8m | 93,900 | – | new |
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.