In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Alta Park Capital, LP reported 28 stock positions worth $762.4 million . Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 8.1% of the portfolio, followed by Amazon.com (AMZN, 8.0% ) and Apple (AAPL, 7.1% ). Compared with Q1 2024, it opened 8 new positions, sold out of 15, added to 8 and reduced 11. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from Netflix (NFLX).
Location San Francisco, CA
CIK 0001621855
Portfolio Value $762.4M (Q2 2024) Holdings 28 stocks · $762.4M 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 Q1 2024 NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 4,814,687 $62.1M Reduce -8.0% AMZN Amazon.com Inc. 317,474 $61.4M Reduce -4.0% AAPL Apple Inc. 258,205 $54.4M New NVDA Nvidia Corp. 372,072 $46.0M Add +16.9% S Sentinelone Inc. Class A 1,978,112 $41.6M Add +3.3% SPOT Spotify Technology SA 113,754 $35.7M Reduce -1.5% GTLB Gitlab Inc. Class A 699,198 $34.8M Add +6.6% APH Amphenol Corp. Class A 458,154 $30.9M New GDDY GoDaddy Inc. Class A 210,331 $29.4M Reduce -20.2% MU Micron Technology Inc. 223,194 $29.3M Reduce -10.2% MSFT Microsoft Corp. 62,802 $28.1M Reduce -36.8% ORCL Oracle Corp. 196,179 $27.6M New FWONK Liberty Media Corp. Class C 380,080 $27.3M New TSM Taiwan Semiconductor-SP ADR 153,129 $26.6M Add +9.2% DDOG Datadog Inc. Class A 192,660 $25.0M Add +23.0% OKTA Okta Inc. 256,065 $24.0M Add +173.7% SNAP Snap Inc. Class A 1,381,651 $22.9M New PANW Palo Alto Networks Inc. 66,522 $22.6M No change ESTC Elastic NV 173,410 $19.8M Reduce -9.6% MQ Marqeta Inc. 3,509,096 $19.2M Reduce -0.6% META Meta Platforms Inc. Class A 36,651 $18.5M Reduce -62.4% GOOGL Alphabet Inc. Class A 99,782 $18.2M New CVNA Carvana Co. 93,951 $12.1M Add +12.6% HUBS HubSpot Inc. 15,973 $9.4M Reduce -51.1% VRT Vertiv Holdings Co. Class A 105,105 $9.1M New COMP Compass Inc. Class A 2,488,418 $9.0M Add +4.4% MELI MercadoLibre Inc. 5,385 $8.8M Reduce -69.6% Z Zillow Group Inc. Class C 190,542 $8.8M New
Options reported separately and not counted above: BABA calls ($39.6M).
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ NFLX Netflix Inc. Sold out 0.00% −5.34 XYZ Block Inc. Sold out 0.00% −4.38 AMD Advanced Micro Devices Sold out 0.00% −4.27 WDAY Workday Inc. Class A Sold out 0.00% −3.11 CRM Salesforce Inc. Sold out 0.00% −3.07 META Meta Platforms Inc. Class A Reduce -62.4% 2.42% −2.70 GLOB Globant SA Sold out 0.00% −2.37 SNOW Snowflake Inc. Sold out 0.00% −2.10 INTC Intel Corp. Sold out 0.00% −2.10 XP XP Inc. Class A Sold out 0.00% −2.07 MDB Mongodb Inc. Sold out 0.00% −2.06 EPAM Epam Systems Inc. Sold out 0.00% −2.05 MELI MercadoLibre Inc. Reduce -69.6% 1.16% −1.74 ENTG Entegris Inc. Sold out 0.00% −1.23 FTNT Fortinet Inc. Sold out 0.00% −1.06 HUBS HubSpot Inc. Reduce -51.1% 1.24% −0.98 BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.95 MSFT Microsoft Corp. Reduce -36.8% 3.68% −0.85 TREE Lendingtree Inc. Sold out 0.00% −0.52 MQ Marqeta Inc. Reduce -0.6% 2.52% +0.24 GDDY GoDaddy Inc. Class A Reduce -20.2% 3.85% +0.47 ESTC Elastic NV Reduce -9.6% 2.59% +0.51 MU Micron Technology Inc. Reduce -10.2% 3.85% +0.67 NU Nu Holdings Ltd./Cayman Isl-A Reduce -8.0% 8.14% +1.37 SPOT Spotify Technology SA Reduce -1.5% 4.68% +1.38 AMZN Amazon.com Inc. Reduce -4.0% 8.05% +1.58
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ AAPL Apple Inc. New 7.13% +7.13 APH Amphenol Corp. Class A New 4.05% +4.05 ORCL Oracle Corp. New 3.62% +3.62 FWONK Liberty Media Corp. Class C New 3.58% +3.58 SNAP Snap Inc. Class A New 3.01% +3.01 NVDA Nvidia Corp. Add +16.9% 6.03% +2.91 GOOGL Alphabet Inc. Class A New 2.38% +2.38 OKTA Okta Inc. Add +173.7% 3.14% +2.08 TSM Taiwan Semiconductor-SP ADR Add +9.2% 3.49% +1.42 VRT Vertiv Holdings Co. Class A New 1.19% +1.19 DDOG Datadog Inc. Class A Add +23.0% 3.28% +1.18 Z Zillow Group Inc. Class C New 1.16% +1.16 CVNA Carvana Co. Add +12.6% 1.59% +0.79 S Sentinelone Inc. Class A Add +3.3% 5.46% +0.62 GTLB Gitlab Inc. Class A Add +6.6% 4.56% +0.42 COMP Compass Inc. Class A Add +4.4% 1.18% +0.25
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put Sold out 125,000 $55.5Mbefore exit BABA Alibaba Group Holding-SP ADR call New 550,000 $39.6M XYZ Block Inc. call Sold out 200,000 $16.9Mbefore exit
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