Alta Park Capital, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
40
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQInvesco QQQ Trust Series 1 | 160,000 | $96.1B | 8.39% | Put |
| 2 | NUNU Holdings Ltd/Cayman Islands | 4,539,234 | $72.7B | 6.35% | |
| 3 | APPAppLovin Corp | 84,422 | $60.7B | 5.30% | |
| 4 | WDCWestern Digital Corp | 470,900 | $56.5B | 4.94% | |
| 5 | SMHVanEck Semiconductor ETF | 170,000 | $55.5B | 4.85% | Put |
| 6 | METAMeta Platforms Inc | 73,988 | $54.3B | 4.75% | |
| 7 | BABAAlibaba Group Holding Ltd | 259,292 | $46.3B | 4.05% | |
| 8 | NVDANVIDIA Corp | 219,501 | $41.0B | 3.58% | |
| 9 | SPOTSpotify Technology SA | 55,196 | $38.5B | 3.37% | |
| 10 | TERTeradyne Inc | 275,522 | $37.9B | 3.31% | |
| 11 | ORCLOracle Corp | 113,021 | $31.8B | 2.78% | |
| 12 | NTSKNetskope Inc | 1,312,813 | $29.8B | 2.61% | |
| 13 | NFLXNetflix Inc | 23,889 | $28.6B | 2.50% | |
| 14 | RBRKRubrik Inc | 344,134 | $28.3B | 2.47% | |
| 15 | AMATApplied Materials Inc | 136,287 | $27.9B | 2.44% | |
| 16 | RBLXROBLOX Corp | 199,348 | $27.6B | 2.41% | |
| 17 | WIXWix.com Ltd | 154,788 | $27.5B | 2.40% | |
| 18 | COMPCompass Inc | 3,400,668 | $27.3B | 2.39% | |
| 19 | SNDKSandisk Corp/DE | 240,929 | $27.0B | 2.36% | |
| 20 | SSentinelOne Inc | 1,416,149 | $24.9B | 2.18% | |
| 21 | VRTVertiv Holdings Co | 160,866 | $24.3B | 2.12% | |
| 22 | ANETArista Networks Inc | 162,356 | $23.7B | 2.07% | |
| 23 | COHRCoherent Corp | 216,419 | $23.3B | 2.04% | |
| 24 | CVNACarvana Co | 60,304 | $22.7B | 1.99% | |
| 25 | PANWPalo Alto Networks Inc | 105,000 | $21.4B | 1.87% | |
| 26 | MRVLMarvell Technology Inc | 228,406 | $19.2B | 1.68% | |
| 27 | MDBMongoDB Inc | 59,603 | $18.5B | 1.62% | |
| 28 | MLB1MercadoLibre Inc | 7,203 | $16.8B | 1.47% | |
| 29 | UUnity Software Inc | 418,650 | $16.8B | 1.46% | |
| 30 | AVGOBroadcom Inc | 49,935 | $16.5B | 1.44% | |
| 31 | ONTOOnto Innovation Inc | 126,112 | $16.3B | 1.42% | |
| 32 | SMTCSemtech Corp | 203,618 | $14.5B | 1.27% | |
| 33 | MIRMirion Technologies Inc | 611,161 | $14.2B | 1.24% | |
| 34 | COINCoinbase Global Inc | 40,980 | $13.8B | 1.21% | |
| 35 | CFLTConfluent Inc | 473,504 | $9.4B | 0.82% | |
| 36 | MSFTMicrosoft Corp | 18,049 | $9.3B | 0.82% | |
| 37 | RDDTReddit Inc | 36,908 | $8.5B | 0.74% | |
| 38 | TWLOTwilio Inc | 65,381 | $6.5B | 0.57% | |
| 39 | MGNIMagnite Inc | 255,698 | $5.6B | 0.49% | |
| 40 | MQMarqeta Inc | 596,255 | $3.1B | 0.27% |