StockDriftsStockDriftsTop 24 Alta Park Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | 7.68% | 496.8K | $47.8M | +50.89%(+167.55K) | $75.23(+15.67%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 7.14% | 3.09M | $44.4M | -8.64%(-292.51K) | $8.18(+49.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 6% | 147.0K | $37.3M | new | $262.82(+14.23%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 5.58% | 101.5K | $34.7M | -17.69%(-21.82K) | $193.91(+125.17%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 5.51% | 126.6K | $34.2M | -67.83%(-266.90K) | $52.31(+821.61%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 5.33% | 52.1K | $33.1M | -73.66%(-145.76K) | $78.77(+1686.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.12% | 182.6K | $31.8M | -19.19%(-43.35K) | $85.96(+162.13%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.48% | 21.1K | $27.9M | +16.24%(+2.95K) | $1043.62(+43.90%) | 2026-03-31 | |
| TER | TERADYNE INC | 4.46% | 93.5K | $27.7M | -42.66%(-69.58K) | $113.78(+196.96%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 4.28% | 151.7K | $26.6M | -8.53%(-14.14K) | $94.86(+188.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.02% | +124.89% |
| Top 20 Holdings Unweighted | +30.13% | +120.37% |
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