Alta Park Capital, LP

CIK 0001621855 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Alta Park Capital, LP reported 27 positions worth $1.09B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SNDK (10.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.09B
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.5%
Est. Net Flow (Q)
2026 Q2
10 / 27 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SNDKSANDISK CORPSH$118.5M10.86%52,132
2WDCWESTERN DIGITAL CORPSH$87.0M7.97%136,238
3MRVLMARVELL TECHNOLOGY INCSH$63.7M5.84%213,865
4AMATAPPLIED MATLS INCSH$60.4M5.53%83,541
5TERTERADYNE INCSH$58.4M5.35%120,779
6AMDADVANCED MICRO DEVICES INCSH$57.5M5.27%99,017
7TTWOTAKE-TWO INTERACTIVE SOFTWARSH$56.1M5.14%224,240
8PANWPALO ALTO NETWORKS INCSH$54.8M5.02%160,554
9COMPCOMPASS INCSH$47.7M4.37%3,867,921
10NUNU HLDGS LTDSH$45.5M4.17%3,402,399

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Alta Park Capital, LP hold as of Q2 2026?

Alta Park Capital, LP reported 27 positions worth $1.09B in its Q2 2026 13F filing. Largest positions: SNDK (10.9%), WDC (8.0%), MRVL (5.8%), AMAT (5.5%) and TER (5.4%).

What did Alta Park Capital, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Alta Park Capital, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.