What Alta Park Capital, LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1621855 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 136.2K |
| +7.6% |
| $87M |
| 8% |
MRVLMarvell Technology, Inc. | 213.9K | New | $63.7M | 5.8% |
AMATApplied Materials Inc | 83.5K | −17.7% | $60.4M | 5.5% |
TERTeradyne, Inc | 120.8K | +29.1% | $58.4M | 5.4% |
AMDAdvanced Micro Devices Inc | 99K | New | $57.5M | 5.3% |
TTWOTake Two Interactive Software Inc | 224.2K | New | $56.1M | 5.1% |
PANWPalo Alto Networks Inc | 160.6K | ±0% | $54.8M | 5% |
COMPCompass, Inc. | 3.9M | +14.2% | $47.7M | 4.4% |
NUNu Holdings Ltd. | 3.4M | +10.0% | $45.5M | 4.2% |
SMTCSemtech Corp | 257.9K | New | $41.7M | 3.8% |
GFSGLOBALFOUNDRIES Inc. | 471.2K | New | $38.8M | 3.6% |
ASMLASML Holding NV | 19.3K | −8.5% | $38.4M | 3.5% |
STMSTMicroelectronics N.V. | 507K | New | $38M | 3.5% |
TSEMTower Semiconductor Ltd | 131.2K | −13.5% | $34.2M | 3.1% |
NVDANVIDIA Corp | 157.8K | −13.6% | $31.6M | 2.9% |
SSentinelOne, Inc. | 1.8M | +8.1% | $30.4M | 2.8% |
DPCDPC Holdings PLC | 584.1K | New | $28.7M | 2.6% |
DDOGDatadog, Inc. | 92.9K | New | $24.2M | 2.2% |
SNOWSnowflake Inc. | 95K | New | $24.2M | 2.2% |
METAMeta Platforms, Inc. | 42.2K | +7.5% | $23.8M | 2.2% |
NFLXNetflix Inc | 309.5K | −37.7% | $22.1M | 2% |
MELIMercadoLibre Inc | 8.1K | −5.7% | $13.7M | 1.3% |
| 141.8K | New | $13.4M | 1.2% |
COHRCoherent Corp. | 33K | −65.0% | $13M | 1.2% |
FWONKLiberty Media Corp | 134.7K | New | $12.8M | 1.2% |
OKTAOkta, Inc. | 93.9K | New | $12.8M | 1.2% |
