Alta Park Capital, LP Portfolio Holdings

Alta Park Capital, LP

  • $994 Million
  • Q3 2025

Alta Park Capital, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $994 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $72.7M, App Lovin Corp with a value of $60.7M, Western Digital Corp with a value of $56.5M, Meta Platforms, Inc. with a value of $54.3M, and Alibaba Group Holding LTD with a value of $46.3M.

Examining the 13F form we can see an increase of $172M in the current position value, from $822M to 994M.

Alta Park Capital, LP is based out at San Francisco, CA

Below you can find more details about Alta Park Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $994 Million
Technology: $494 Million
Communication Services: $161 Million
ETFs: $152 Million
Consumer Cyclical: $85.9 Million
Financial Services: $72.7 Million
Industrials: $28.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.3B
$72.7 Million 7.31% of portfolio
4,539,234
Q3 2025 Added 4.19%
$163B
$60.7 Million 6.1% of portfolio
84,422
Q3 2025 Added 46.88%
$50.1B
$56.5 Million 5.69% of portfolio
470,900
Q3 2025 Reduced 29.05%
$1.37T
$54.3 Million 5.47% of portfolio
73,988
Q3 2025 Added 2.37%
$418B
$46.3 Million 4.66% of portfolio
259,292
Q3 2025 New
$465B
$41 Million 4.12% of portfolio
219,501
Q3 2025 Reduced 18.88%
$123B
$38.5 Million 3.88% of portfolio
55,196
Q3 2025 Added 22.28%
$26.6B
$37.9 Million 3.82% of portfolio
275,522
Q3 2025 New
$593B
$31.8 Million 3.2% of portfolio
113,021
Q3 2025 Reduced 58.91%
$49.1B
$28.6 Million 2.88% of portfolio
23,889
Q3 2025 Added 2.81%
$197B
$27.9 Million 2.81% of portfolio
136,287
Q3 2025 New
$55.8B
$27.6 Million 2.78% of portfolio
199,348
Q3 2025 New
$7.2B
$27.5 Million 2.77% of portfolio
154,788
Q3 2025 Added 51.83%
$3.88B
$27.3 Million 2.75% of portfolio
3,400,668
Q3 2025 Added 7.46%
$3.45B
$24.9 Million 2.51% of portfolio
1,416,149
Q3 2025 Added 5.66%
$26.9B
$22.7 Million 2.29% of portfolio
60,304
Q3 2025 Added 7.75%
$73.7B
$19.2 Million 1.93% of portfolio
228,406
Q3 2025 Added 121.15%
$24.2B
$18.5 Million 1.86% of portfolio
59,603
Q3 2025 New
$11B
$16.8 Million 1.69% of portfolio
418,650
Q3 2025 New
$103B
$16.8 Million 1.69% of portfolio
7,203
Q3 2025 Reduced 57.64%
$139B
$16.5 Million 1.66% of portfolio
49,935
Q3 2025 New
$6.36B
$16.3 Million 1.64% of portfolio
126,112
Q3 2025 New
$4.16B
$14.5 Million 1.46% of portfolio
203,618
Q3 2025 New
$4.98B
$14.2 Million 1.43% of portfolio
611,161
Q3 2025 New
$32.7B
$13.9 Million 1.4% of portfolio
160,866
Q3 2025 Reduced 25.4%
$40.3B
$13.8 Million 1.39% of portfolio
40,980
Q3 2025 Added 85.62%
$3.78T
$9.35 Million 0.94% of portfolio
18,049
Q3 2025 New
$3.29B
$9.38 Million 0.94% of portfolio
473,504
Q3 2025 New
$21.7B
$6.54 Million 0.66% of portfolio
65,381
Q3 2025 Reduced 78.62%
$1.88B
$5.57 Million 0.56% of portfolio
255,698
Q3 2025 Reduced 38.18%
$2.17B
$3.15 Million 0.32% of portfolio
596,255
Q4 2024 Reduced 79.82%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 34.77%
Netskope Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Sandisk Corp/De
-
$0 0.0% of portfolio
-
Q3 2025 New
Rubrik Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Coherent Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $994 Million
  • Prior Value $822 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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