In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Alta Park Capital, LP reported 35 stock positions worth $922.9 million . Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 6.8% of the portfolio, followed by Amazon.com (AMZN, 6.5% ) and Netflix (NFLX, 5.3% ). Compared with Q4 2023, it opened 7 new positions, sold out of 11, added to 12 and reduced 16. The biggest buy was a new position in Block (XYZ) and the biggest sale an exit from ServiceNow (NOW).
Location San Francisco, CA
CIK 0001621855
Portfolio Value $922.9M (Q1 2024) Holdings 35 stocks · $922.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 5,233,706 $62.4M Reduce -7.9% AMZN Amazon.com Inc. 330,669 $59.6M Add +35.5% NFLX Netflix Inc. 81,104 $49.3M Reduce -14.6% META Meta Platforms Inc. Class A 97,401 $47.3M Add +40.8% S Sentinelone Inc. Class A 1,915,764 $44.7M Add +11.2% MSFT Microsoft Corp. 99,399 $41.8M Reduce -30.6% XYZ Block Inc. 477,529 $40.4M New AMD Advanced Micro Devices 218,221 $39.4M New GTLB Gitlab Inc. Class A 655,736 $38.2M Reduce -10.4% GDDY GoDaddy Inc. Class A 263,519 $31.3M Add +213.6% SPOT Spotify Technology SA 115,449 $30.5M Add +136.2% MU Micron Technology Inc. 248,479 $29.3M Reduce -30.0% NVDA Nvidia Corp. 31,835 $28.8M Reduce -65.8% WDAY Workday Inc. Class A 105,122 $28.7M Reduce -26.0% CRM Salesforce Inc. 94,037 $28.3M Add +4.7% MELI MercadoLibre Inc. 17,733 $26.8M Reduce -48.6% GLOB Globant SA 108,358 $21.9M Add +16.3% MQ Marqeta Inc. 3,529,136 $21.0M Add +211.5% HUBS HubSpot Inc. 32,640 $20.5M Reduce -26.4% SNOW Snowflake Inc. 119,936 $19.4M New DDOG Datadog Inc. Class A 156,599 $19.4M Reduce -9.8% INTC Intel Corp. 438,049 $19.3M New ESTC Elastic NV 191,861 $19.2M Add +136.9% XP XP Inc. Class A 743,926 $19.1M Add +302.9% TSM Taiwan Semiconductor-SP ADR 140,192 $19.1M New MDB Mongodb Inc. 53,126 $19.1M Reduce -5.3% PANW Palo Alto Networks Inc. 66,522 $18.9M Reduce -44.5% EPAM Epam Systems Inc. 68,383 $18.9M Add +2.0% ENTG Entegris Inc. 81,061 $11.4M Reduce -40.2% OKTA Okta Inc. 93,563 $9.8M New FTNT Fortinet Inc. 143,011 $9.8M New BABA Alibaba Group Holding-SP ADR 121,750 $8.8M Reduce -41.4% COMP Compass Inc. Class A 2,383,523 $8.6M Reduce -4.5% CVNA Carvana Co. 83,430 $7.3M Reduce -56.3% TREE Lendingtree Inc. 113,799 $4.8M Add +50.2%
Options reported separately and not counted above: QQQ puts ($55.5M), XYZ calls ($16.9M).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ NOW ServiceNow Inc. Sold out 0.00% −4.43 UBER Uber Technologies Inc. Sold out 0.00% −3.98 PINS Pinterest Inc. Class A Sold out 0.00% −2.83 TTWO Take-Two Interactive Softwre Sold out 0.00% −2.83 MELI MercadoLibre Inc. Reduce -48.6% 2.91% −2.67 RBLX Roblox Corp. Class A Sold out 0.00% −2.22 NXPI NXP Semiconductors NV Sold out 0.00% −1.89 TEAM Atlassian Corp. Class A Sold out 0.00% −1.70 NVDA Nvidia Corp. Reduce -65.8% 3.12% −1.63 PANW Palo Alto Networks Inc. Reduce -44.5% 2.05% −1.59 TOST Toast Inc. Class A Sold out 0.00% −1.51 SNAP Snap Inc. Class A Sold out 0.00% −1.42 MSFT Microsoft Corp. Reduce -30.6% 4.53% −1.00 MRVL Marvell Technology Inc. Sold out 0.00% −0.97 WDAY Workday Inc. Class A Reduce -26.0% 3.11% −0.92 BABA Alibaba Group Holding-SP ADR Reduce -41.4% 0.95% −0.70 GTLB Gitlab Inc. Class A Reduce -10.4% 4.14% −0.59 ENTG Entegris Inc. Reduce -40.2% 1.23% −0.43 HUBS HubSpot Inc. Reduce -26.4% 2.22% −0.43 DOCU Docusign Inc. Sold out 0.00% −0.43 MDB Mongodb Inc. Reduce -5.3% 2.06% −0.29 CVNA Carvana Co. Reduce -56.3% 0.79% −0.25 DDOG Datadog Inc. Class A Reduce -9.8% 2.10% −0.07 COMP Compass Inc. Class A Reduce -4.5% 0.93% −0.04 MU Micron Technology Inc. Reduce -30.0% 3.17% +0.06 NFLX Netflix Inc. Reduce -14.6% 5.34% +0.58 NU Nu Holdings Ltd./Cayman Isl-A Reduce -7.9% 6.77% +1.90
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ XYZ Block Inc. New 4.38% +4.38 AMD Advanced Micro Devices New 4.27% +4.27 AMZN Amazon.com Inc. Add +35.5% 6.46% +2.65 META Meta Platforms Inc. Class A Add +40.8% 5.12% +2.61 GDDY GoDaddy Inc. Class A Add +213.6% 3.39% +2.47 SPOT Spotify Technology SA Add +136.2% 3.30% +2.36 SNOW Snowflake Inc. New 2.10% +2.10 INTC Intel Corp. New 2.10% +2.10 TSM Taiwan Semiconductor-SP ADR New 2.07% +2.07 XP XP Inc. Class A Add +302.9% 2.07% +1.57 MQ Marqeta Inc. Add +211.5% 2.28% +1.47 ESTC Elastic NV Add +136.9% 2.08% +1.15 OKTA Okta Inc. New 1.06% +1.06 FTNT Fortinet Inc. New 1.06% +1.06 CRM Salesforce Inc. Add +4.7% 3.07% +0.64 TREE Lendingtree Inc. Add +50.2% 0.52% +0.29 GLOB Globant SA Add +16.3% 2.37% +0.09 EPAM Epam Systems Inc. Add +2.0% 2.05% −0.00 S Sentinelone Inc. Class A Add +11.2% 4.84% −0.02
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put New 125,000 $55.5M XYZ Block Inc. call New 200,000 $16.9M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 26 $1.1B SNDK, WDC, MRVL, AMAT, TER Q1 2026 24 $621.9M NFLX, NU, AAPL, AMAT, WDC Q4 2025 34 $831.1M WDC, NU, SNDK, NVDA, COMP Q3 2025 38 $993.3M NU, APP, WDC, META, BABA Q2 2025 31 $811.1M ORCL, NU, META, MELI, NVDA Q1 2025 21 $515.3M BABA, MELI, S, NU, NFLX Q4 2024 34 $764.2M AMZN, S, NFLX, NU, TSM Q3 2024 32 $713.6M NU, S, BABA, GTLB, MELI Q2 2024 28 $762.4M NU, AMZN, AAPL, NVDA, S Q1 2024 35 $922.9M NU, AMZN, NFLX, META, S