Filed: 8/14/2025ACC: 0000935836-25-000510
📋 What this filing means
ALTA PARK CAPITAL, LP filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $881.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$881.14M
Total AUM (reported)
14.62M
Total Shares
Allocation by class
COM$343.77M39.0%
CL A$229.03M26.0%
COM CL A$131.54M14.9%
ORD SHS CL A$59.78M6.8%
SHS$50.79M5.8%
CL A COM$25.89M2.9%
COM SHS$25.47M2.9%
Portfolio Concentration
Top 3$210.05M23.8%
4–10$297.94M33.8%
11–25$331.94M37.7%
Rest$41.20M4.7%
Top 3 weight
23.8%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 14.42M
Sole
Full voting authority
14.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
AppLovin Corp
SOLEShares257.48K
TypeSH
Market value$90.14M
10.23%
Sole
57.48K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares275.08K
TypeSH
Market value$60.14M
6.83%
Sole
275.08K
Shared
0.00
None
0.00
NU Holdings Ltd/Cayman Islands
SOLEShares4.36M
TypeSH
Market value$59.78M
6.78%
Sole
4.36M
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares72.27K
TypeSH
Market value$53.34M
6.05%
Sole
72.27K
Shared
0.00
None
0.00
MercadoLibre Inc
SOLEShares17.01K
TypeSH
Market value$44.45M
5.04%
Sole
17.01K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares270.60K
TypeSH
Market value$42.75M
4.85%
Sole
270.60K
Shared
0.00
None
0.00
Western Digital Corp
SOLEShares663.75K
TypeSH
Market value$42.47M
4.82%
Sole
663.75K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares192.11K
TypeSH
Market value$42.15M
4.78%
Sole
192.11K
Shared
0.00
None
0.00
Twilio Inc
SOLEShares305.82K
TypeSH
Market value$38.03M
4.32%
Sole
305.82K
Shared
0.00
None
0.00
DoorDash Inc
SOLEShares140.95K
TypeSH
Market value$34.75M
3.94%
Sole
140.95K
Shared
0.00
None
0.00
Spotify Technology SA
SOLEShares45.14K
TypeSH
Market value$34.64M
3.93%
Sole
45.14K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares23.24K
TypeSH
Market value$31.12M
3.53%
Sole
23.24K
Shared
0.00
None
0.00
Vertiv Holdings Co
SOLEShares215.63K
TypeSH
Market value$27.69M
3.14%
Sole
215.63K
Shared
0.00
None
0.00
Datadog Inc
SOLEShares192.70K
TypeSH
Market value$25.89M
2.94%
Sole
192.70K
Shared
0.00
None
0.00
Arista Networks Inc
SOLEShares248.91K
TypeSH
Market value$25.47M
2.89%
Sole
248.91K
Shared
0.00
None
0.00
Uber Technologies Inc
SOLEShares270.33K
TypeSH
Market value$25.22M
2.86%
Sole
270.33K
Shared
0.00
None
0.00
SentinelOne Inc
SOLEShares1.34M
TypeSH
Market value$24.50M
2.78%
Sole
1.34M
Shared
0.00
None
0.00
Zoom Communications Inc
SOLEShares294.88K
TypeSH
Market value$22.99M
2.61%
Sole
294.88K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares105K
TypeSH
Market value$21.49M
2.44%
Sole
105K
Shared
0.00
None
0.00
Compass Inc
SOLEShares3.16M
TypeSH
Market value$19.87M
2.26%
Sole
3.16M
Shared
0.00
None
0.00
Carvana Co
SOLEShares55.96K
TypeSH
Market value$18.86M
2.14%
Sole
55.96K
Shared
0.00
None
0.00
Pinterest Inc
SOLEShares465.18K
TypeSH
Market value$16.68M
1.89%
Sole
465.18K
Shared
0.00
None
0.00
Wix.com Ltd
SOLEShares101.95K
TypeSH
Market value$16.15M
1.83%
Sole
101.95K
Shared
0.00
None
0.00
Liberty Media Corp-Liberty For
SOLEShares109.12K
TypeSH
Market value$11.40M
1.29%
Sole
109.12K
Shared
0.00
None
0.00
Magnite Inc
SOLEShares413.60K
TypeSH
Market value$9.98M
1.13%
Sole
413.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AppLovin CorpSOLE | COM CL A | 257.48K | SH | $90.14M 10.23% | 57.48K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 275.08K | SH | $60.14M 6.83% | 275.08K | 0.00 | 0.00 |
NU Holdings Ltd/Cayman IslandsSOLE | ORD SHS CL A | 4.36M | SH | $59.78M 6.78% | 4.36M | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL A | 72.27K | SH | $53.34M 6.05% | 72.27K | 0.00 | 0.00 |
MercadoLibre IncSOLE | COM | 17.01K | SH | $44.45M 5.04% | 17.01K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 270.60K | SH | $42.75M 4.85% | 270.60K | 0.00 | 0.00 |
Western Digital CorpSOLE | COM | 663.75K | SH | $42.47M 4.82% | 663.75K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 192.11K | SH | $42.15M 4.78% | 192.11K | 0.00 | 0.00 |
Twilio IncSOLE | CL A | 305.82K | SH | $38.03M 4.32% | 305.82K | 0.00 | 0.00 |
DoorDash IncSOLE | CL A | 140.95K | SH | $34.75M 3.94% | 140.95K | 0.00 | 0.00 |
Spotify Technology SASOLE | SHS | 45.14K | SH | $34.64M 3.93% | 45.14K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 23.24K | SH | $31.12M 3.53% | 23.24K | 0.00 | 0.00 |
Vertiv Holdings CoSOLE | COM CL A | 215.63K | SH | $27.69M 3.14% | 215.63K | 0.00 | 0.00 |
Datadog IncSOLE | CL A COM | 192.70K | SH | $25.89M 2.94% | 192.70K | 0.00 | 0.00 |
Arista Networks IncSOLE | COM SHS | 248.91K | SH | $25.47M 2.89% | 248.91K | 0.00 | 0.00 |
Uber Technologies IncSOLE | COM | 270.33K | SH | $25.22M 2.86% | 270.33K | 0.00 | 0.00 |
SentinelOne IncSOLE | CL A | 1.34M | SH | $24.50M 2.78% | 1.34M | 0.00 | 0.00 |
Zoom Communications IncSOLE | CL A | 294.88K | SH | $22.99M 2.61% | 294.88K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 105K | SH | $21.49M 2.44% | 105K | 0.00 | 0.00 |
Compass IncSOLE | CL A | 3.16M | SH | $19.87M 2.26% | 3.16M | 0.00 | 0.00 |
Carvana CoSOLE | CL A | 55.96K | SH | $18.86M 2.14% | 55.96K | 0.00 | 0.00 |
Pinterest IncSOLE | CL A | 465.18K | SH | $16.68M 1.89% | 465.18K | 0.00 | 0.00 |
Wix.com LtdSOLE | SHS | 101.95K | SH | $16.15M 1.83% | 101.95K | 0.00 | 0.00 |
Liberty Media Corp-Liberty ForSOLE | COM LBTY ONE S C | 109.12K | SH | $11.40M 1.29% | 109.12K | 0.00 | 0.00 |
Magnite IncSOLE | COM | 413.60K | SH | $9.98M 1.13% | 413.60K | 0.00 | 0.00 |
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