Alta Park Capital, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$764.2B
Holdings
34
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAmazon.com Inc | 252,440 | $55.4B | 7.25% | |
| 2 | SSentinelOne Inc | 2,111,954 | $46.9B | 6.13% | |
| 3 | NFLXNetflix Inc | 49,261 | $43.9B | 5.75% | |
| 4 | NUNU Holdings Ltd/Cayman Islands | 4,192,191 | $43.4B | 5.68% | |
| 5 | TSMTSMC | 166,959 | $33.0B | 4.31% | |
| 6 | NVDANVIDIA Corp | 243,993 | $32.8B | 4.29% | |
| 7 | RDDTReddit Inc | 196,488 | $32.1B | 4.20% | |
| 8 | APPAppLovin Corp | 94,846 | $30.7B | 4.02% | |
| 9 | FWONALiberty Media Corp-Liberty For | 330,035 | $30.6B | 4.00% | |
| 10 | SPOTSpotify Technology SA | 63,850 | $28.6B | 3.74% | |
| 11 | WIXWix.com Ltd | 128,999 | $27.7B | 3.62% | |
| 12 | ADSKAutodesk Inc | 89,971 | $26.6B | 3.48% | |
| 13 | NDAQNasdaq Inc | 333,751 | $25.8B | 3.38% | |
| 14 | XYZBlock Inc | 292,870 | $24.9B | 3.26% | |
| 15 | METAMeta Platforms Inc | 41,187 | $24.1B | 3.16% | |
| 16 | HOODRobinhood Markets Inc | 550,460 | $20.5B | 2.68% | |
| 17 | PANWPalo Alto Networks Inc | 105,000 | $19.1B | 2.50% | |
| 18 | COMPCompass Inc | 3,238,471 | $18.9B | 2.48% | |
| 19 | ZSZscaler Inc | 97,897 | $17.7B | 2.31% | |
| 20 | ORCLOracle Corp | 105,994 | $17.6B | 2.31% | |
| 21 | AVGOBroadcom Inc | 73,391 | $17.0B | 2.23% | |
| 22 | OKTAOkta Inc | 206,815 | $16.3B | 2.13% | |
| 23 | GTLBGitlab Inc | 284,813 | $16.0B | 2.10% | |
| 24 | ZZillow Group Inc | 199,347 | $14.8B | 1.93% | |
| 25 | GLOBGlobant SA | 66,239 | $14.2B | 1.86% | |
| 26 | ARMARM Holdings PLC | 111,338 | $13.7B | 1.80% | |
| 27 | CVNACarvana Co | 66,515 | $13.5B | 1.77% | |
| 28 | MLB1MercadoLibre Inc | 6,169 | $10.5B | 1.37% | |
| 29 | DESPDespegar.com Corp | 511,041 | $9.8B | 1.29% | |
| 30 | BTDRBitdeer Technologies Group | 449,769 | $9.7B | 1.28% | |
| 31 | TTANServiceTitan Inc | 87,674 | $9.0B | 1.18% | |
| 32 | MSFTMicrosoft Corp | 21,075 | $8.9B | 1.16% | |
| 33 | DTDynatrace Inc | 150,569 | $8.2B | 1.07% | |
| 34 | MQMarqeta Inc | 596,255 | $2.3B | 0.30% |