Alta Park Capital, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$831.1M
Holdings
34
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WDCWestern Digital Corp | 393,479 | $67.8M | 8.16% | |
| 2 | NUNU Holdings Ltd/Cayman Islands | 3,384,592 | $56.7M | 6.82% | |
| 3 | SNDKSandisk Corp/DE | 197,896 | $47.0M | 5.65% | |
| 4 | NVDANVIDIA Corp | 225,911 | $42.1M | 5.07% | |
| 5 | COMPCompass Inc | 3,595,040 | $38.0M | 4.57% | |
| 6 | APPAppLovin Corp | 52,224 | $35.2M | 4.23% | |
| 7 | METAMeta Platforms Inc | 52,323 | $34.5M | 4.16% | |
| 8 | AMATApplied Materials Inc | 123,326 | $31.7M | 3.81% | |
| 9 | TERTeradyne Inc | 163,112 | $31.6M | 3.80% | |
| 10 | NFLXNetflix Inc | 329,241 | $30.9M | 3.71% | |
| 11 | SPOTSpotify Technology SA | 51,873 | $30.1M | 3.62% | |
| 12 | PANWPalo Alto Networks Inc | 143,139 | $26.4M | 3.17% | |
| 13 | SSentinelOne Inc | 1,498,825 | $22.5M | 2.71% | |
| 14 | SMTCSemtech Corp | 283,726 | $20.9M | 2.52% | |
| 15 | SHOPShopify Inc | 125,412 | $20.2M | 2.43% | |
| 16 | TWLOTwilio Inc | 140,467 | $20.0M | 2.40% | |
| 17 | TSEMTower Semiconductor Ltd | 165,804 | $19.5M | 2.34% | |
| 18 | ASMLASML Holding NV | 18,150 | $19.4M | 2.34% | |
| 19 | ONTOOnto Innovation Inc | 122,617 | $19.4M | 2.33% | |
| 20 | AVGOBroadcom Inc | 55,715 | $19.3M | 2.32% | |
| 21 | CVNACarvana Co | 45,412 | $19.2M | 2.31% | |
| 22 | RBRKRubrik Inc | 247,762 | $18.9M | 2.28% | |
| 23 | RKTRocket Cos Inc | 971,564 | $18.8M | 2.26% | |
| 24 | DASHDoorDash Inc | 80,794 | $18.3M | 2.20% | |
| 25 | NTSKNetskope Inc | 909,091 | $15.9M | 1.92% | |
| 26 | MLB1MercadoLibre Inc | 7,714 | $15.5M | 1.87% | |
| 27 | MUMicron Technology Inc | 54,362 | $15.5M | 1.87% | |
| 28 | UUnity Software Inc | 312,807 | $13.8M | 1.66% | |
| 29 | MIRMirion Technologies Inc | 562,522 | $13.2M | 1.59% | |
| 30 | MDBMongoDB Inc | 24,687 | $10.4M | 1.25% | |
| 31 | CRDOCredo Technology Group Holding | 67,868 | $9.8M | 1.17% | |
| 32 | GOOGLAlphabet Inc | 31,070 | $9.7M | 1.17% | |
| 33 | TTWOTake-Two Interactive Software | 37,652 | $9.6M | 1.16% | |
| 34 | AXONAxon Enterprise Inc | 16,523 | $9.4M | 1.13% |