ALTA PARK CAPITAL, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 3.39M | $24.76M |
 | NU | 3.09M | $44.43M |
 | S | 1.66M | $21.32M |
 | MIR | 977K | $18.16M |
 | NTSK | 909K | $7.72M |
 | NFLX | 497K | $47.77M |
 | NVDA | 183K | $31.84M |
 | PANW | 161K | $25.74M |
 | TSEM | 152K | $26.61M |
 | AAPL | 147K | $37.31M |
 | WDC | 127K | $34.24M |
 | LYV | 120K | $18.33M |
 | TWLO | 118K | $14.85M |
 | ONTO | 102K | $20.86M |
 | AMAT | 102K | $34.70M |
 | COHR | 94K | $22.41M |
 | TER | 94K | $27.73M |
 | AVGO | 62K | $19.15M |
 | SNDK | 52K | $33.12M |
 | SPOT | 48K | $23.16M |
Compass, Inc.
COMP
Shares Held
3.39M
Value
$24.76M
Nu Holdings Ltd.
NU
Shares Held
3.09M
Value
$44.43M
SentinelOne, Inc.
S
Shares Held
1.66M
Value
$21.32M
Mirion Technologies, Inc.
MIR
Shares Held
977K
Value
$18.16M
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
909K
Value
$7.72M
Netflix, Inc.
NFLX
Shares Held
497K
Value
$47.77M
NVIDIA Corporation
NVDA
Shares Held
183K
Value
$31.84M
Palo Alto Networks, Inc.
PANW
Shares Held
161K
Value
$25.74M
Tower Semiconductor Ltd.
TSEM
Shares Held
152K
Value
$26.61M
Apple Inc.
AAPL
Shares Held
147K
Value
$37.31M
Western Digital Corporation
WDC
Shares Held
127K
Value
$34.24M
Live Nation Entertainment, Inc.
LYV
Shares Held
120K
Value
$18.33M
Twilio Inc.
TWLO
Shares Held
118K
Value
$14.85M
Onto Innovation Inc.
ONTO
Shares Held
102K
Value
$20.86M
Applied Materials, Inc.
AMAT
Shares Held
102K
Value
$34.70M
Coherent, Inc.
COHR
Shares Held
94K
Value
$22.41M
Teradyne, Inc.
TER
Shares Held
94K
Value
$27.73M
Broadcom Inc.
AVGO
Shares Held
62K
Value
$19.15M
Sandisk Corporation
SNDK
Shares Held
52K
Value
$33.12M
Spotify Technology S.A.
SPOT
Shares Held
48K
Value
$23.16M