account_balance
Investment manager · 13F filer · SEC CIK 1621855
Alta Park Capital, LP
Reported value$1.08Bas of Jun 30, 2026
Positions26 11 new, 9 sold out
Top 10 weight60.3%SNDK alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDKSandisk Corp
11.0%
WDCWestern Digital Corp
8.1%Added +8%
MRVLMarvell Technology, Inc.
5.9%New
AMATApplied Materials Inc
5.6%Trimmed −18%
TERTeradyne, Inc
5.4%Added +29%
AMDAdvanced Micro Devices Inc
5.3%New
TTWOTake Two Interactive Software Inc
5.2%New
PANWPalo Alto Networks Inc
5.1%
COMPCompass, Inc.
4.4%Added +14%
NUNu Holdings Ltd.
4.2%Added +10%
SMTCSemtech Corp
3.9%New
GFSGlobalfoundries Inc.
3.6%New
SNDKSandisk Corp
11.0%
WDCWestern Digital Corp
8.1%Added +8%
MRVLMarvell Technology, Inc.
5.9%New
AMATApplied Materials Inc
5.6%−18%
TERTeradyne, Inc
5.4%+29%
AMDAdvanced Micro Devices Inc
5.3%
TTWOTake Two Interactive Software Inc
5.2%
PANWPalo Alto Networks Inc
5.1%
COMPCompass, Inc.
4.4%
NU4.2%SMTC3.9%GFS3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDK Sandisk Corp 11.0% HeldWDC Western Digital Corp 8.1% Added +8%MRVL Marvell Technology, Inc. 5.9% NewAMAT Applied Materials Inc 5.6% Trimmed −18%TER Teradyne, Inc 5.4% Added +29%AMD Advanced Micro Devices Inc 5.3% NewTTWO Take Two Interactive Software Inc 5.2% NewPANW Palo Alto Networks Inc 5.1% HeldCOMP Compass, Inc. 4.4% Added +14%NU Nu Holdings Ltd. 4.2% Added +10%SMTC Semtech Corp 3.9% NewGFS Globalfoundries Inc. 3.6% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.