ALTA PARK CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRT | 161K | $24.27M |
 | WIX | 155K | $27.49M |
 | AMAT | 136K | $27.90M |
 | ONTO | 126K | $16.30M |
 | ORCL | 113K | $31.79M |
 | PANW | 105K | $21.38M |
 | APP | 84K | $60.66M |
 | META | 74K | $54.34M |
 | TWLO | 65K | $6.54M |
 | CVNA | 60K | $22.75M |
 | MDB | 60K | $18.50M |
 | SPOT | 55K | $38.53M |
 | AVGO | 50K | $16.47M |
 | COIN | 41K | $13.83M |
 | RDDT | 37K | $8.49M |
 | NFLX | 24K | $28.64M |
 | MSFT | 18K | $9.35M |
 | MELI | 7K | $16.83M |
Vertiv Holdings Co
VRT
Shares Held
161K
Value
$24.27M
Wix.com Ltd.
WIX
Shares Held
155K
Value
$27.49M
Applied Materials, Inc.
AMAT
Shares Held
136K
Value
$27.90M
Onto Innovation Inc.
ONTO
Shares Held
126K
Value
$16.30M
Oracle Corporation
ORCL
Shares Held
113K
Value
$31.79M
Palo Alto Networks, Inc.
PANW
Shares Held
105K
Value
$21.38M
AppLovin Corporation
APP
Shares Held
84K
Value
$60.66M
Meta Platforms, Inc.
META
Shares Held
74K
Value
$54.34M
Twilio Inc.
TWLO
Shares Held
65K
Value
$6.54M
Carvana Co.
CVNA
Shares Held
60K
Value
$22.75M
MongoDB, Inc.
MDB
Shares Held
60K
Value
$18.50M
Spotify Technology S.A.
SPOT
Shares Held
55K
Value
$38.53M
Broadcom Inc.
AVGO
Shares Held
50K
Value
$16.47M
Coinbase Global, Inc.
COIN
Shares Held
41K
Value
$13.83M
Reddit, Inc.
RDDT
Shares Held
37K
Value
$8.49M
Netflix, Inc.
NFLX
Shares Held
24K
Value
$28.64M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$9.35M
MercadoLibre, Inc.
MELI
Shares Held
7K
Value
$16.83M