ALTA PARK CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 4.54M | $72.67M |
 | COMP | 3.40M | $27.31M |
 | S | 1.42M | $24.94M |
 | NTSK | 1.31M | $29.84M |
 | MIR | 611K | $14.22M |
 | MQ | 596K | $3.15M |
 | CFLT | 474K | $9.38M |
 | WDC | 471K | $56.54M |
 | U | 419K | $16.76M |
 | RBRK | 344K | $28.31M |
 | TER | 276K | $37.92M |
 | BABA | 259K | $46.34M |
 | MGNI | 256K | $5.57M |
 | SNDK | 241K | $27.03M |
 | MRVL | 228K | $19.20M |
 | NVDA | 220K | $40.95M |
 | COHR | 216K | $23.31M |
 | SMTC | 204K | $14.55M |
 | RBLX | 199K | $27.61M |
 | ANET | 162K | $23.66M |
Nu Holdings Ltd.
NU
Shares Held
4.54M
Value
$72.67M
Compass, Inc.
COMP
Shares Held
3.40M
Value
$27.31M
SentinelOne, Inc.
S
Shares Held
1.42M
Value
$24.94M
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
1.31M
Value
$29.84M
Mirion Technologies, Inc.
MIR
Shares Held
611K
Value
$14.22M
Marqeta, Inc.
MQ
Shares Held
596K
Value
$3.15M
Confluent, Inc.
CFLT
Shares Held
474K
Value
$9.38M
Western Digital Corporation
WDC
Shares Held
471K
Value
$56.54M
Unity Software Inc.
U
Shares Held
419K
Value
$16.76M
Rubrik, Inc.
RBRK
Shares Held
344K
Value
$28.31M
Teradyne, Inc.
TER
Shares Held
276K
Value
$37.92M
Alibaba Group Holding Limited
BABA
Shares Held
259K
Value
$46.34M
Magnite, Inc.
MGNI
Shares Held
256K
Value
$5.57M
Sandisk Corporation
SNDK
Shares Held
241K
Value
$27.03M
Marvell Technology, Inc.
MRVL
Shares Held
228K
Value
$19.20M
NVIDIA Corporation
NVDA
Shares Held
220K
Value
$40.95M
Coherent, Inc.
COHR
Shares Held
216K
Value
$23.31M
Semtech Corporation
SMTC
Shares Held
204K
Value
$14.55M
Roblox Corporation
RBLX
Shares Held
199K
Value
$27.61M
Arista Networks, Inc.
ANET
Shares Held
162K
Value
$23.66M