Back to Alta Park Capital, LP
Q2 2026 13F filing
Updated 27 days ago27 disclosed positions worth $1.1B
Portfolio value
$1.1B
Total holdings
27
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SNDK SANDISK CORP | $118.5M | 52.1K | 10.86% | — |
| 2 | W WDC WESTERN DIGITAL CORP | $87M | 136.2K | 7.97% | — |
| 3 | M MRVL MARVELL TECHNOLOGY INC | $63.7M | 213.9K | 5.84% | — |
| 4 | A AMAT APPLIED MATLS INC | $60.4M | 83.5K | 5.53% | — |
| 5 | T TER TERADYNE INC | $58.4M | 120.8K | 5.35% | — |
| 6 | A AMD ADVANCED MICRO DEVICES INC | $57.5M | 99.0K | 5.27% | — |
| 7 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $56.1M | 224.2K | 5.14% | — |
| 8 | P PANW PALO ALTO NETWORKS INC | $54.8M | 160.6K | 5.02% | — |
| 9 | C CONE COMPASS INC | $47.7M | 3.87M | 4.37% | — |
| 10 | N NU NU HLDGS LTD | $45.5M | 3.40M | 4.17% | — |
| 11 | S SMTC SEMTECH CORP | $41.7M | 257.9K | 3.83% | — |
| 12 | G GFS GLOBALFOUNDRIES INC | $38.8M | 471.2K | 3.56% | — |
| 13 | A ASMLF ASML HLDG NV | $38.4M | 19.3K | 3.52% | — |
| 14 | S STMEF STMICROELECTRONICS N V | $38M | 507.0K | 3.48% | — |
| 15 | T TSEM TOWER SEMICONDUCTOR LTD | $34.2M | 131.2K | 3.13% | — |
| 16 | N NVDA NVIDIA CORPORATION | $31.6M | 157.8K | 2.89% | — |
| 17 | S S SENTINELONE INC | $30.4M | 1.79M | 2.78% | — |
| 18 | D DPC DPC HOLDINGS PLC | $28.7M | 584.1K | 2.63% | — |
| 19 | D DDOG DATADOG INC | $24.2M | 92.9K | 2.22% | — |
| 20 | S SNOW SNOWFLAKE INC | $24.2M | 95.0K | 2.21% | — |
| 21 | M META META PLATFORMS INC | $23.8M | 42.2K | 2.18% | — |
| 22 | N NFLX NETFLIX INC. | $22.1M | 309.5K | 2.02% | — |
| 23 | M MELI MERCADOLIBRE INC | $13.7M | 8.1K | 1.26% | — |
| 24 | O ON ON SEMICONDUCTOR CORP | $13.4M | 141.8K | 1.23% | — |
| 25 | C COHR COHERENT CORP | $13M | 33.0K | 1.19% | — |
| 26 | F FWONB LIBERTY MEDIA CORP DEL | $12.8M | 134.7K | 1.17% | — |
| 27 | O OKTA OKTA INC | $12.8M | 93.9K | 1.17% | — |