StockDriftsStockDriftsTop 25 Alta Park Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 11% | 52.1K | $118.5M | +0.00%(+0) | $78.77(+2138.22%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 8.07% | 136.2K | $87.0M | +7.63%(+9.65K) | $80.15(+533.10%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 5.91% | 213.9K | $63.7M | new | $70.10(+234.57%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 5.6% | 83.5K | $60.4M | -17.70%(-17.97K) | $193.91(+174.26%) | 2026-06-30 | |
| TER | TERADYNE INC | 5.42% | 120.8K | $58.4M | +29.13%(+27.24K) | $173.85(+135.87%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.34% | 99.0K | $57.5M | new | $388.47(+31.86%) | 2026-06-30 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5.2% | 224.2K | $56.1M | new | $227.52(+8.11%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 5.08% | 160.6K | $54.8M | +0.00%(+0) | $115.48(+227.50%) | 2026-06-30 | |
| COMP | COMPASS INC | 4.42% | 3.87M | $47.7M | +14.22%(+481.40K) | $5.88(+113.12%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 4.22% | 3.40M | $45.5M | +10.04%(+310.32K) | $8.66(+72.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +44.82% | +203.71% | +12.51% | +80.25% |
| Top 20 Holdings Unweighted | +43.94% | +198.25% | +9.19% | +55.21% |
Alta Park Capital LP reports $1.09B in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (11.0%), WDC (8.1%) and MRVL (5.9%). The top 20 holdings account for 90.42% of reported assets. Its disclosed equity book has returned +203.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alta Park Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1621855). View Alta Park Capital LP’s 13F filings on SEC