Alta Park Capital, LP Portfolio Holdings
Q3 2025•39 long positions•$1.0B portfolio value
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Holding49 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Diversified Financial Services | $72.7M 7.12% | +$2.9M Bought | 0.094% 4.5M shares | 4.4M → 4.5M +$2.9M | +4.19% | $77.4B Large Cap | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $60.7M 5.95% | +$19.4M Bought | 0.025% 84.4K shares | 57.5K → 84.4K +$19.4M | +46.88% | $243.05B Mega Cap | Q3 2024 Held for 1y 2m | |
Computer Hardware Technology | $56.5M 5.54% | -$23.2M Sold | 0.136% 470.9K shares | 663.7K → 470.9K −$23.2M | -29.05% | $41.7B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $54.3M 5.33% | +$1.3M Bought | 0.003% 74.0K shares | 72.3K → 74.0K +$1.3M | +2.37% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $46.3M 4.54% | +$46.3M Bought | — 259.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $41.0M 4.01% | -$9.5M Sold | 0.001% 219.5K shares | 270.6K → 219.5K −$9.5M | -18.88% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $38.5M 3.78% | +$7.0M Bought | 0.027% 55.2K shares | 45.1K → 55.2K +$7.0M | +22.28% | $143.63B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $37.9M 3.72% | +$37.9M New | 0.173% 275.5K shares | 0 → 275.5K +$37.9M | New | $21.9B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $31.8M 3.12% | -$45.6M Sold | 0.004% 113.0K shares | 275.1K → 113.0K −$45.6M | -58.91% | $801.76B Mega Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $29.8M 2.92% | +$29.8M New | 0.344% 1.3M shares | 0 → 1.3M +$29.8M | New | $8.7B Mid Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $28.6M 2.81% | +$781.7K Bought | 0.006% 23.9K shares | 23.2K → 23.9K +$781.7K | +2.81% | $509.45B Mega Cap | Q3 2022 Held for 3y 2m | |
Software - Infrastructure Technology | $28.3M 2.77% | +$28.3M New | 0.174% 344.1K shares | 0 → 344.1K +$28.3M | New | $16.2B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $27.9M 2.73% | +$27.9M New | 0.017% 136.3K shares | 0 → 136.3K +$27.9M | New | $163.10B Large Cap | Q3 2025 Held for 2 months | |
Electronic Gaming & Multimedia Technology | $27.6M 2.71% | +$27.6M Bought | 0.029% 199.3K shares | — | — | $96.0B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $27.5M 2.69% | +$9.4M Bought | 0.278% 154.8K shares | 101.9K → 154.8K +$9.4M | +51.83% | $9.9B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $27.3M 2.68% | +$1.9M Bought | 0.61% 3.4M shares | 3.2M → 3.4M +$1.9M | +7.46% | $4.5B Mid Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $27.0M 2.65% | +$27.0M New | — 240.9K shares | 0 → 240.9K +$27.0M | New | $16.4B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $27.0M 2.65% | +$27.0M New | 0.165% 240.9K shares | 0 → 240.9K +$27.0M | New | $16.4B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $24.9M 2.44% | +$1.3M Bought | — 1.4M shares | 1.3M → 1.4M +$1.3M | +5.66% | — — | Q2 2021 Held for 4y 5m | |
Electrical Equipment & Parts Industrials | $24.3M 2.38% | -$8.3M Sold | 0.042% 160.9K shares | 215.6K → 160.9K −$8.3M | -25.4% | $57.6B Large Cap | Q2 2025 Held for 5 months | |
Computer Hardware Technology | $23.7M 2.32% | -$12.6M Sold | 0.013% 162.4K shares | 248.9K → 162.4K −$12.6M | -34.77% | $183.14B Large Cap | Q2 2025 Held for 5 months | |
Hardware, Equipment & Parts Technology | $23.3M 2.28% | +$23.3M New | — 216.4K shares | 0 → 216.4K +$23.3M | New | — — | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $22.7M 2.23% | +$1.6M Bought | 0.044% 60.3K shares | 56.0K → 60.3K +$1.6M | +7.75% | $52.1B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $21.4M 2.1% | — | 0.016% 105.0K shares | — | — | $137.82B Large Cap | Q3 2019 Held for 6y 2m | |
Semiconductors Technology | $19.2M 1.88% | +$10.5M Bought | 0.026% 228.4K shares | 103.3K → 228.4K +$10.5M | +121.15% | $72.5B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $18.5M 1.81% | +$18.5M Bought | 0.073% 59.6K shares | — | — | $25.3B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $16.8M 1.65% | -$22.9M Sold | 0.014% 7.2K shares | 17.0K → 7.2K −$22.9M | -57.64% | $118.48B Large Cap | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $16.8M 1.64% | +$16.8M Bought | 0.099% 418.7K shares | — | — | $16.9B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $16.5M 1.61% | +$16.5M Bought | 0.001% 49.9K shares | — | — | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $16.3M 1.6% | +$16.3M New | 0.257% 126.1K shares | 0 → 126.1K +$16.3M | New | $6.3B Mid Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $14.5M 1.43% | +$14.5M New | 0.235% 203.6K shares | 0 → 203.6K +$14.5M | New | $6.2B Mid Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $14.2M 1.39% | +$14.2M New | 0.265% 611.2K shares | 0 → 611.2K +$14.2M | New | $5.4B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $13.8M 1.36% | +$6.4M Bought | 0.016% 41.0K shares | 22.1K → 41.0K +$6.4M | +85.62% | $86.7B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $9.4M 0.919% | +$9.4M New | 0.137% 473.5K shares | 0 → 473.5K +$9.4M | New | $6.8B Mid Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $9.3M 0.916% | +$9.3M Bought | 0.0% 18.0K shares | — | — | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $8.5M 0.832% | +$8.5M Bought | 0.02% 36.9K shares | — | — | $43.0B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $6.5M 0.641% | -$24.1M Sold | 0.043% 65.4K shares | 305.8K → 65.4K −$24.1M | -78.62% | $15.4B Large Cap | Q2 2025 Held for 5 months | |
Advertising Agencies Communication Services | $5.6M 0.546% | -$3.4M Sold | 0.18% 255.7K shares | 413.6K → 255.7K −$3.4M | -38.18% | $3.1B Mid Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $3.1M 0.309% | — | 0.133% 596.3K shares | — | — | $2.4B Mid Cap | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | - — | -$42.1M Sold | — - shares | 192.1K → 0 −$42.1M | Sold | $2.26T Mega Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | - — | -$16.7M Sold | — - shares | 465.2K → 0 −$16.7M | Sold | $24.2B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$7.5M Sold | — - shares | 83.3K → 0 −$7.5M | Sold | $14.4B Large Cap | Q2 2025 Held for 5 months | |
Entertainment Communication Services | - — | -$11.4M Sold | — - shares | 109.1K → 0 −$11.4M | Sold | $26.2B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | - — | -$25.2M Sold | — - shares | 270.3K → 0 −$25.2M | Sold | $191.66B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | - — | -$25.9M Sold | — - shares | 192.7K → 0 −$25.9M | Sold | $45.2B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$8.5M Sold | — - shares | 68.8K → 0 −$8.5M | Sold | $143.15B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | - — | -$23.0M Sold | — - shares | 294.9K → 0 −$23.0M | Sold | $23.1B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | - — | -$34.7M Sold | — - shares | 141.0K → 0 −$34.7M | Sold | $100.08B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | - — | -$6.0M Sold | — - shares | 152.4K → 0 −$6.0M | Sold | $2.6B Mid Cap | Q2 2025 Held for 5 months |
