Alta Park Capital, LP
data from 30/09/2025
Capitalization
$ 1.145 B
29.93 %
Performance
$ 891.932 M
234.20 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | QQQ | Invesco QQQ Trust Series 1 | 8.39% | 96.059 M $ | 160000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NU | NU Holdings Ltd/Cayman Islands | 6.35% | 72.673 M $ | 4539234 | 2021/12/31 | 9.977 M $ | 16.69 % |
| 2025/09/30 | APP | AppLovin Corp | 5.30% | 60.661 M $ | 84422 | 2024/09/30 | 21.178 M $ | 105.25 % |
| 2025/09/30 | WDC | Western Digital Corp | 4.94% | 56.536 M $ | 470900 | 2025/06/30 | 37.216 M $ | 87.62 % |
| 2025/09/30 | SMH | VanEck Semiconductor ETF | 4.85% | 55.481 M $ | 170000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | META | Meta Platforms Inc | 4.75% | 54.335 M $ | 73988 | 2023/03/31 | -268.129 K $ | -0.50 % |
| 2025/09/30 | BABA | Alibaba Group Holding Ltd | 4.05% | 46.343 M $ | 259292 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NVDA | NVIDIA Corp | 3.58% | 40.954 M $ | 219501 | 2023/03/31 | 7.736 M $ | 18.10 % |
| 2025/09/30 | SPOT | Spotify Technology SA | 3.37% | 38.527 M $ | 55196 | 2023/12/31 | -3.130 M $ | -9.04 % |
| 2025/09/30 | TER | Teradyne Inc | 3.31% | 37.923 M $ | 275522 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ORCL | Oracle Corp | 2.78% | 31.786 M $ | 113021 | 2024/06/30 | 17.223 M $ | 28.64 % |
| 2025/09/30 | NTSK | Netskope Inc | 2.61% | 29.840 M $ | 1312813 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NFLX | Netflix Inc | 2.50% | 28.641 M $ | 23889 | 2022/09/30 | -3.258 M $ | -10.47 % |
| 2025/09/30 | RBRK | Rubrik Inc | 2.47% | 28.305 M $ | 344134 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMAT | Applied Materials Inc | 2.44% | 27.903 M $ | 136287 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RBLX | ROBLOX Corp | 2.41% | 27.614 M $ | 199348 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WIX | Wix.com Ltd | 2.40% | 27.495 M $ | 154788 | 2024/09/30 | 1.954 M $ | 12.10 % |
| 2025/09/30 | COMP | Compass Inc | 2.39% | 27.307 M $ | 3400668 | 2023/12/31 | 5.538 M $ | 27.87 % |
| 2025/09/30 | SNDK | Sandisk Corp/DE | 2.36% | 27.032 M $ | 240929 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | S | SentinelOne Inc | 2.18% | 24.938 M $ | 1416149 | 2021/06/30 | -897.970 K $ | -3.67 % |
| 2025/09/30 | VRT | Vertiv Holdings Co | 2.12% | 24.268 M $ | 160866 | 2025/06/30 | 4.841 M $ | 17.48 % |
| 2025/09/30 | ANET | Arista Networks Inc | 2.07% | 23.657 M $ | 162356 | 2025/06/30 | 10.802 M $ | 42.42 % |
| 2025/09/30 | COHR | Coherent Corp | 2.04% | 23.313 M $ | 216419 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CVNA | Carvana Co | 1.99% | 22.749 M $ | 60304 | 2023/03/31 | 2.254 M $ | 11.95 % |
| 2025/09/30 | PANW | Palo Alto Networks Inc | 1.87% | 21.380 M $ | 105000 | 2019/09/30 | -107.099 K $ | -0.50 % |
| 2025/09/30 | MRVL | Marvell Technology Inc | 1.68% | 19.202 M $ | 228406 | 2025/06/30 | 688.890 K $ | 8.62 % |
| 2025/09/30 | MDB | MongoDB Inc | 1.62% | 18.500 M $ | 59603 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MELI | MercadoLibre Inc | 1.47% | 16.833 M $ | 7203 | 2022/09/30 | -4.705 M $ | -10.59 % |
| 2025/09/30 | U | Unity Software Inc | 1.46% | 16.763 M $ | 418650 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVGO | Broadcom Inc | 1.44% | 16.474 M $ | 49935 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ONTO | Onto Innovation Inc | 1.42% | 16.296 M $ | 126112 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SMTC | Semtech Corp | 1.27% | 14.549 M $ | 203618 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MIR | Mirion Technologies Inc | 1.24% | 14.216 M $ | 611161 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | COIN | Coinbase Global Inc | 1.21% | 13.830 M $ | 40980 | 2025/06/30 | -287.001 K $ | -3.71 % |
| 2025/09/30 | CFLT | Confluent Inc | 0.82% | 9.375 M $ | 473504 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MSFT | Microsoft Corp | 0.82% | 9.348 M $ | 18049 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RDDT | Reddit Inc | 0.74% | 8.488 M $ | 36908 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TWLO | Twilio Inc | 0.57% | 6.544 M $ | 65381 | 2025/06/30 | -7.422 M $ | -19.52 % |
| 2025/09/30 | MGNI | Magnite Inc | 0.49% | 5.569 M $ | 255698 | 2025/06/30 | -967.828 K $ | -9.70 % |
| 2025/09/30 | MQ | Marqeta Inc | 0.28% | 3.148 M $ | 596255 | 2021/06/30 | -327.940 K $ | -9.43 % |
| 2025/09/30 | UBER | Uber Technologies Inc | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMZN | Amazon.com Inc | 0.00% | 0.000 $ | 0 | 2023/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ALAB | Astera Labs Inc | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PINS | Pinterest Inc | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DASH | DoorDash Inc | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DDOG | Datadog Inc | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VOYG | Voyager Technologies Inc | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | APP | AppLovin Corp | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ZM | Zoom Communications Inc | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | FWONK | Liberty Media Corp-Liberty For | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MU | Micron Technology Inc | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |