ALTA PARK CAPITAL, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 3.60M | $38.00M |
 | NU | 3.38M | $56.66M |
 | S | 1.50M | $22.48M |
 | RKT | 972K | $18.81M |
 | NTSK | 909K | $15.95M |
 | MIR | 563K | $13.17M |
 | WDC | 393K | $67.78M |
 | NFLX | 329K | $30.87M |
 | U | 313K | $13.82M |
 | SMTC | 284K | $20.91M |
 | RBRK | 248K | $18.95M |
 | NVDA | 226K | $42.13M |
 | SNDK | 198K | $46.98M |
 | TSEM | 166K | $19.47M |
 | TER | 163K | $31.57M |
 | PANW | 143K | $26.37M |
 | TWLO | 140K | $19.98M |
 | SHOP | 125K | $20.19M |
 | AMAT | 123K | $31.69M |
 | ONTO | 123K | $19.36M |
Compass, Inc.
COMP
Shares Held
3.60M
Value
$38.00M
Nu Holdings Ltd.
NU
Shares Held
3.38M
Value
$56.66M
SentinelOne, Inc.
S
Shares Held
1.50M
Value
$22.48M
Rocket Companies, Inc.
RKT
Shares Held
972K
Value
$18.81M
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
909K
Value
$15.95M
Mirion Technologies, Inc.
MIR
Shares Held
563K
Value
$13.17M
Western Digital Corporation
WDC
Shares Held
393K
Value
$67.78M
Netflix, Inc.
NFLX
Shares Held
329K
Value
$30.87M
Unity Software Inc.
U
Shares Held
313K
Value
$13.82M
Semtech Corporation
SMTC
Shares Held
284K
Value
$20.91M
Rubrik, Inc.
RBRK
Shares Held
248K
Value
$18.95M
NVIDIA Corporation
NVDA
Shares Held
226K
Value
$42.13M
Sandisk Corporation
SNDK
Shares Held
198K
Value
$46.98M
Tower Semiconductor Ltd.
TSEM
Shares Held
166K
Value
$19.47M
Teradyne, Inc.
TER
Shares Held
163K
Value
$31.57M
Palo Alto Networks, Inc.
PANW
Shares Held
143K
Value
$26.37M
Twilio Inc.
TWLO
Shares Held
140K
Value
$19.98M
Shopify Inc.
SHOP
Shares Held
125K
Value
$20.19M
Applied Materials, Inc.
AMAT
Shares Held
123K
Value
$31.69M
Onto Innovation Inc.
ONTO
Shares Held
123K
Value
$19.36M