Filed: 5/15/2026ACC: 0000935836-26-000251
📋 What this filing means
ALTA PARK CAPITAL, LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $641.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$641.71M
Total AUM (reported)
12.38M
Total Shares
Allocation by class
COM$410.35M63.9%
CL A$91.12M14.2%
ORD SHS CL A$44.43M6.9%
N Y REGISTRY SHS$27.87M4.3%
SHS NEW$26.61M4.1%
SHS$23.16M3.6%
COM CL A$18.16M2.8%
Portfolio Concentration
Top 3$129.51M20.2%
4–10$216.11M33.7%
11–25$296.09M46.1%
Top 3 weight
20.2%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 12.18M
Sole
Full voting authority
12.18M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
NETFLIX INC.
SOLEShares496.79K
TypeSH
Market value$47.77M
7.44%
Sole
496.79K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.09M
TypeSH
Market value$44.43M
6.92%
Sole
3.09M
Shared
0.00
None
0.00
APPLE INC
SOLEShares147K
TypeSH
Market value$37.31M
5.81%
Sole
147K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares101.51K
TypeSH
Market value$34.70M
5.41%
Sole
101.51K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares126.58K
TypeSH
Market value$34.24M
5.34%
Sole
126.58K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares52.13K
TypeSH
Market value$33.12M
5.16%
Sole
52.13K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares182.56K
TypeSH
Market value$31.84M
4.96%
Sole
182.56K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares21.10K
TypeSH
Market value$27.87M
4.34%
Sole
21.10K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares93.54K
TypeSH
Market value$27.73M
4.32%
Sole
93.54K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares151.67K
TypeSH
Market value$26.61M
4.15%
Sole
151.67K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares160.55K
TypeSH
Market value$25.74M
4.01%
Sole
160.55K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares3.39M
TypeSH
Market value$24.76M
3.86%
Sole
3.39M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares47.76K
TypeSH
Market value$23.16M
3.61%
Sole
47.76K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares32.08K
TypeSH
Market value$22.54M
3.51%
Sole
32.08K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares39.28K
TypeSH
Market value$22.48M
3.50%
Sole
39.28K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares94.06K
TypeSH
Market value$22.41M
3.49%
Sole
94.06K
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares1.66M
TypeSH
Market value$21.32M
3.32%
Sole
1.66M
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares101.73K
TypeSH
Market value$20.86M
3.25%
Sole
101.73K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares200K
TypeSH
Market value$19.81M
3.09%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares61.88K
TypeSH
Market value$19.15M
2.98%
Sole
61.88K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares120.22K
TypeSH
Market value$18.33M
2.86%
Sole
120.22K
Shared
0.00
None
0.00
MIRION TECHNOLOGIES INC
SOLEShares977.14K
TypeSH
Market value$18.16M
2.83%
Sole
977.14K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares118.03K
TypeSH
Market value$14.85M
2.31%
Sole
118.03K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares8.56K
TypeSH
Market value$14.80M
2.31%
Sole
8.56K
Shared
0.00
None
0.00
NETSKOPE INC
SOLEShares909.09K
TypeSH
Market value$7.72M
1.20%
Sole
909.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INC.SOLE | COM | 496.79K | SH | $47.77M 7.44% | 496.79K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.09M | SH | $44.43M 6.92% | 3.09M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 147K | SH | $37.31M 5.81% | 147K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 101.51K | SH | $34.70M 5.41% | 101.51K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 126.58K | SH | $34.24M 5.34% | 126.58K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 52.13K | SH | $33.12M 5.16% | 52.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 182.56K | SH | $31.84M 4.96% | 182.56K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 21.10K | SH | $27.87M 4.34% | 21.10K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 93.54K | SH | $27.73M 4.32% | 93.54K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 151.67K | SH | $26.61M 4.15% | 151.67K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 160.55K | SH | $25.74M 4.01% | 160.55K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 3.39M | SH | $24.76M 3.86% | 3.39M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 47.76K | SH | $23.16M 3.61% | 47.76K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 32.08K | SH | $22.54M 3.51% | 32.08K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 39.28K | SH | $22.48M 3.50% | 39.28K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 94.06K | SH | $22.41M 3.49% | 94.06K | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 1.66M | SH | $21.32M 3.32% | 1.66M | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 101.73K | SH | $20.86M 3.25% | 101.73K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 200K | SH | $19.81M 3.09% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 61.88K | SH | $19.15M 2.98% | 61.88K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 120.22K | SH | $18.33M 2.86% | 120.22K | 0.00 | 0.00 |
MIRION TECHNOLOGIES INCSOLE | COM CL A | 977.14K | SH | $18.16M 2.83% | 977.14K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 118.03K | SH | $14.85M 2.31% | 118.03K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 8.56K | SH | $14.80M 2.31% | 8.56K | 0.00 | 0.00 |
NETSKOPE INCSOLE | CL A | 909.09K | SH | $7.72M 1.20% | 909.09K | 0.00 | 0.00 |