Stock Taper 
ALTA PARK CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Compass, Inc. | COMP | 3.87M | $47.69M |
 Nu Holdings Ltd. | NU | 3.4M | $45.46M |
 SentinelOne, Inc. | S | 1.79M | $30.37M |
 STMicroelectronics N.V. | STM | 506.98K | $37.97M |
 GLOBALFOUNDRIES Inc. | GFS | 471.2K | $38.83M |
 Netflix, Inc. | NFLX | 309.5K | $22.1M |
 Semtech Corporation | SMTC | 257.94K | $41.75M |
 Take-Two Interactive Software, Inc. | TTWO | 224.24K | $56.06M |
 Marvell Technology, Inc. | MRVL | 213.87K | $63.71M |
 Palo Alto Networks, Inc. | PANW | 160.55K | $54.75M |
 NVIDIA Corporation | NVDA | 157.82K | $31.58M |
 Western Digital Corporation | WDC | 136.24K | $87.02M |
 Liberty Media Corporation | FWONK | 134.7K | $12.82M |
 Tower Semiconductor Ltd. | TSEM | 131.22K | $34.2M |
 Teradyne, Inc. | TER | 120.78K | $58.44M |
 Advanced Micro Devices, Inc. | AMD | 99.02K | $57.52M |
 Snowflake Inc. | SNOW | 94.97K | $24.17M |
 Okta, Inc. | OKTA | 93.9K | $12.81M |
 Datadog, Inc. | DDOG | 92.91K | $24.19M |
 Applied Materials, Inc. | AMAT | 83.54K | $60.4M |