Filed: 2/17/2026ACC: 0000935836-26-000102
📋 What this filing means
ALTA PARK CAPITAL, LP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $831.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$831.07M
Total AUM (reported)
14.49M
Total Shares
Allocation by class
COM$400.84M48.2%
CL A$197.72M23.8%
COM CL A$67.17M8.1%
ORD SHS CL A$56.66M6.8%
SHS$30.12M3.6%
CL A SUB VTG SHS$20.19M2.4%
SHS NEW$19.47M2.3%
Portfolio Concentration
Top 3$171.42M20.6%
4–10$243.99M29.4%
11–25$308.74M37.1%
Rest$106.92M12.9%
Top 3 weight
20.6%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 14.49M
Sole
Full voting authority
14.49M
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)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
Western Digital Corp
SOLEShares393.48K
TypeSH
Market value$67.78M
8.16%
Sole
393.48K
Shared
0.00
None
0.00
NU Holdings Ltd/Cayman Islands
SOLEShares3.38M
TypeSH
Market value$56.66M
6.82%
Sole
3.38M
Shared
0.00
None
0.00
Sandisk Corp/DE
SOLEShares197.90K
TypeSH
Market value$46.98M
5.65%
Sole
197.90K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares225.91K
TypeSH
Market value$42.13M
5.07%
Sole
225.91K
Shared
0.00
None
0.00
Compass Inc
SOLEShares3.60M
TypeSH
Market value$38.00M
4.57%
Sole
3.60M
Shared
0.00
None
0.00
AppLovin Corp
SOLEShares52.22K
TypeSH
Market value$35.19M
4.23%
Sole
52.22K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares52.32K
TypeSH
Market value$34.54M
4.16%
Sole
52.32K
Shared
0.00
None
0.00
Applied Materials Inc
SOLEShares123.33K
TypeSH
Market value$31.69M
3.81%
Sole
123.33K
Shared
0.00
None
0.00
Teradyne Inc
SOLEShares163.11K
TypeSH
Market value$31.57M
3.80%
Sole
163.11K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares329.24K
TypeSH
Market value$30.87M
3.71%
Sole
329.24K
Shared
0.00
None
0.00
Spotify Technology SA
SOLEShares51.87K
TypeSH
Market value$30.12M
3.62%
Sole
51.87K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares143.14K
TypeSH
Market value$26.37M
3.17%
Sole
143.14K
Shared
0.00
None
0.00
SentinelOne Inc
SOLEShares1.50M
TypeSH
Market value$22.48M
2.71%
Sole
1.50M
Shared
0.00
None
0.00
Semtech Corp
SOLEShares283.73K
TypeSH
Market value$20.91M
2.52%
Sole
283.73K
Shared
0.00
None
0.00
Shopify Inc
SOLEShares125.41K
TypeSH
Market value$20.19M
2.43%
Sole
125.41K
Shared
0.00
None
0.00
Twilio Inc
SOLEShares140.47K
TypeSH
Market value$19.98M
2.40%
Sole
140.47K
Shared
0.00
None
0.00
Tower Semiconductor Ltd
SOLEShares165.80K
TypeSH
Market value$19.47M
2.34%
Sole
165.80K
Shared
0.00
None
0.00
ASML Holding NV
SOLEShares18.15K
TypeSH
Market value$19.42M
2.34%
Sole
18.15K
Shared
0.00
None
0.00
Onto Innovation Inc
SOLEShares122.62K
TypeSH
Market value$19.36M
2.33%
Sole
122.62K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares55.72K
TypeSH
Market value$19.28M
2.32%
Sole
55.72K
Shared
0.00
None
0.00
Carvana Co
SOLEShares45.41K
TypeSH
Market value$19.16M
2.31%
Sole
45.41K
Shared
0.00
None
0.00
Rubrik Inc
SOLEShares247.76K
TypeSH
Market value$18.95M
2.28%
Sole
247.76K
Shared
0.00
None
0.00
Rocket Cos Inc
SOLEShares971.56K
TypeSH
Market value$18.81M
2.26%
Sole
971.56K
Shared
0.00
None
0.00
DoorDash Inc
SOLEShares80.79K
TypeSH
Market value$18.30M
2.20%
Sole
80.79K
Shared
0.00
None
0.00
Netskope Inc
SOLEShares909.09K
TypeSH
Market value$15.95M
1.92%
Sole
909.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Western Digital CorpSOLE | COM | 393.48K | SH | $67.78M 8.16% | 393.48K | 0.00 | 0.00 |
NU Holdings Ltd/Cayman IslandsSOLE | ORD SHS CL A | 3.38M | SH | $56.66M 6.82% | 3.38M | 0.00 | 0.00 |
Sandisk Corp/DESOLE | COM | 197.90K | SH | $46.98M 5.65% | 197.90K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 225.91K | SH | $42.13M 5.07% | 225.91K | 0.00 | 0.00 |
Compass IncSOLE | CL A | 3.60M | SH | $38.00M 4.57% | 3.60M | 0.00 | 0.00 |
AppLovin CorpSOLE | COM CL A | 52.22K | SH | $35.19M 4.23% | 52.22K | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL A | 52.32K | SH | $34.54M 4.16% | 52.32K | 0.00 | 0.00 |
Applied Materials IncSOLE | COM | 123.33K | SH | $31.69M 3.81% | 123.33K | 0.00 | 0.00 |
Teradyne IncSOLE | COM | 163.11K | SH | $31.57M 3.80% | 163.11K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 329.24K | SH | $30.87M 3.71% | 329.24K | 0.00 | 0.00 |
Spotify Technology SASOLE | SHS | 51.87K | SH | $30.12M 3.62% | 51.87K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 143.14K | SH | $26.37M 3.17% | 143.14K | 0.00 | 0.00 |
SentinelOne IncSOLE | CL A | 1.50M | SH | $22.48M 2.71% | 1.50M | 0.00 | 0.00 |
Semtech CorpSOLE | COM | 283.73K | SH | $20.91M 2.52% | 283.73K | 0.00 | 0.00 |
Shopify IncSOLE | CL A SUB VTG SHS | 125.41K | SH | $20.19M 2.43% | 125.41K | 0.00 | 0.00 |
Twilio IncSOLE | CL A | 140.47K | SH | $19.98M 2.40% | 140.47K | 0.00 | 0.00 |
Tower Semiconductor LtdSOLE | SHS NEW | 165.80K | SH | $19.47M 2.34% | 165.80K | 0.00 | 0.00 |
ASML Holding NVSOLE | N Y REGISTRY SHS | 18.15K | SH | $19.42M 2.34% | 18.15K | 0.00 | 0.00 |
Onto Innovation IncSOLE | COM | 122.62K | SH | $19.36M 2.33% | 122.62K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 55.72K | SH | $19.28M 2.32% | 55.72K | 0.00 | 0.00 |
Carvana CoSOLE | CL A | 45.41K | SH | $19.16M 2.31% | 45.41K | 0.00 | 0.00 |
Rubrik IncSOLE | CL A | 247.76K | SH | $18.95M 2.28% | 247.76K | 0.00 | 0.00 |
Rocket Cos IncSOLE | COM CL A | 971.56K | SH | $18.81M 2.26% | 971.56K | 0.00 | 0.00 |
DoorDash IncSOLE | CL A | 80.79K | SH | $18.30M 2.20% | 80.79K | 0.00 | 0.00 |
Netskope IncSOLE | CL A | 909.09K | SH | $15.95M 1.92% | 909.09K | 0.00 | 0.00 |
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