Alta Park Capital, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$881.1B
Holdings
31
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAppLovin Corp | 257,477 | $90.1B | 10.23% | Call |
| 2 | ORCLOracle Corp | 275,078 | $60.1B | 6.83% | |
| 3 | NUNU Holdings Ltd/Cayman Islands | 4,356,799 | $59.8B | 6.78% | |
| 4 | METAMeta Platforms Inc | 72,272 | $53.3B | 6.05% | |
| 5 | MLB1MercadoLibre Inc | 17,006 | $44.4B | 5.04% | |
| 6 | NVDANVIDIA Corp | 270,601 | $42.8B | 4.85% | |
| 7 | WDCWestern Digital Corp | 663,749 | $42.5B | 4.82% | |
| 8 | AMZNAmazon.com Inc | 192,108 | $42.1B | 4.78% | |
| 9 | TWLOTwilio Inc | 305,818 | $38.0B | 4.32% | |
| 10 | DASHDoorDash Inc | 140,953 | $34.7B | 3.94% | |
| 11 | SPOTSpotify Technology SA | 45,138 | $34.6B | 3.93% | |
| 12 | NFLXNetflix Inc | 23,237 | $31.1B | 3.53% | |
| 13 | VRTVertiv Holdings Co | 215,625 | $27.7B | 3.14% | |
| 14 | DDOGDatadog Inc | 192,703 | $25.9B | 2.94% | |
| 15 | ANETArista Networks Inc | 248,905 | $25.5B | 2.89% | |
| 16 | UBERUber Technologies Inc | 270,330 | $25.2B | 2.86% | |
| 17 | SSentinelOne Inc | 1,340,254 | $24.5B | 2.78% | |
| 18 | ZMZoom Communications Inc | 294,882 | $23.0B | 2.61% | |
| 19 | PANWPalo Alto Networks Inc | 105,000 | $21.5B | 2.44% | |
| 20 | COMPCompass Inc | 3,164,467 | $19.9B | 2.26% | |
| 21 | CVNACarvana Co | 55,964 | $18.9B | 2.14% | |
| 22 | PINSPinterest Inc | 465,179 | $16.7B | 1.89% | |
| 23 | WIXWix.com Ltd | 101,947 | $16.2B | 1.83% | |
| 24 | FWONALiberty Media Corp-Liberty For | 109,117 | $11.4B | 1.29% | |
| 25 | MGNIMagnite Inc | 413,602 | $10.0B | 1.13% | |
| 26 | MUMicron Technology Inc | 68,814 | $8.5B | 0.96% | |
| 27 | MRVLMarvell Technology Inc | 103,282 | $8.0B | 0.91% | |
| 28 | COINCoinbase Global Inc | 22,077 | $7.7B | 0.88% | |
| 29 | ALABAstera Labs Inc | 83,318 | $7.5B | 0.85% | |
| 30 | VOYGVoyager Technologies Inc | 152,350 | $6.0B | 0.68% | |
| 31 | MQMarqeta Inc | 596,255 | $3.5B | 0.39% |