In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Alta Park Capital, LP reported 34 stock positions worth $764.2 million . Its top holding was Amazon.com (AMZN) at 7.2% of the portfolio, followed by Sentinelone Class A (S, 6.1% ) and Netflix (NFLX, 5.7% ). Compared with Q3 2024, it opened 9 new positions, sold out of 7, added to 13 and reduced 9. The biggest buy was Amazon.com (AMZN, shares +125% ) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).
Location San Francisco, CA
CIK 0001621855
Portfolio Value $764.2M (Q4 2024) Holdings 34 stocks · $764.2M 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 Q3 2024 AMZN Amazon.com Inc. 252,440 $55.4M Add +125.1% S Sentinelone Inc. Class A 2,111,954 $46.9M No change NFLX Netflix Inc. 49,261 $43.9M Add +17.9% NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 4,192,191 $43.4M No change TSM Taiwan Semiconductor-SP ADR 166,959 $33.0M Add +8.4% NVDA Nvidia Corp. 243,993 $32.8M Add +37.8% RDDT Reddit Inc. Class A 196,488 $32.1M New APP AppLovin Corp. Class A 94,846 $30.7M Add +30.0% FWONK Liberty Media Corp. Class C 330,035 $30.6M Reduce -11.6% SPOT Spotify Technology SA 63,850 $28.6M Reduce -11.4% WIX Wix.com Ltd. 128,999 $27.7M Add +133.4% ADSK Autodesk Inc. 89,971 $26.6M Add +19.8% NDAQ Nasdaq Inc. 333,751 $25.8M Add +166.1% XYZ Block Inc. 292,870 $24.9M New META Meta Platforms Inc. Class A 41,187 $24.1M Add +7.2% HOOD Robinhood Markets Inc. Class A 550,460 $20.5M New PANW Palo Alto Networks Inc. 105,000 $19.1M No change COMP Compass Inc. Class A 3,238,471 $18.9M Add +8.0% ZS Zscaler Inc. 97,897 $17.7M Add +1.8% ORCL Oracle Corp. 105,994 $17.6M Reduce -4.6% AVGO Broadcom Inc. 73,391 $17.0M Reduce -54.1% OKTA Okta Inc. 206,815 $16.3M Add +71.6% GTLB Gitlab Inc. Class A 284,813 $16.0M Reduce -64.2% Z Zillow Group Inc. Class C 199,347 $14.8M Reduce -37.4% GLOB Globant SA 66,239 $14.2M New ARM Arm Holdings PLC-ADR 111,338 $13.7M New CVNA Carvana Co. 66,515 $13.5M Add +9.3% MELI MercadoLibre Inc. 6,169 $10.5M Reduce -61.7% DESP Despegar.com Corp. 511,041 $9.8M New BTDR Bitdeer Technologies Group-A 449,769 $9.7M New TTAN Servicetitan Inc. Class A 87,674 $9.0M New MSFT Microsoft Corp. 21,075 $8.9M Reduce -50.8% DT Dynatrace Inc. 150,569 $8.2M New MQ Marqeta Inc. 596,255 $2.3M Reduce -79.8%
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ BABA Alibaba Group Holding-SP ADR Sold out 0.00% −6.73 GTLB Gitlab Inc. Class A Reduce -64.2% 2.10% −3.65 MELI MercadoLibre Inc. Reduce -61.7% 1.37% −3.26 DKNG Draftkings Inc. Class A Sold out 0.00% −2.78 NYT New York Times Co. Class A Sold out 0.00% −2.61 MU Micron Technology Inc. Sold out 0.00% −2.28 RBLX Roblox Corp. Class A Sold out 0.00% −1.88 MQ Marqeta Inc. Reduce -79.8% 0.30% −1.74 AVGO Broadcom Inc. Reduce -54.1% 2.23% −1.64 MSFT Microsoft Corp. Reduce -50.8% 1.16% −1.42 ADBE Adobe Inc. Sold out 0.00% −1.31 ESTC Elastic NV Sold out 0.00% −1.30 Z Zillow Group Inc. Class C Reduce -37.4% 1.93% −0.92 ORCL Oracle Corp. Reduce -4.6% 2.31% −0.35 FWONK Liberty Media Corp. Class C Reduce -11.6% 4.00% −0.05 SPOT Spotify Technology SA Reduce -11.4% 3.74% +0.02
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ AMZN Amazon.com Inc. Add +125.1% 7.25% +4.32 RDDT Reddit Inc. Class A New 4.20% +4.20 XYZ Block Inc. New 3.26% +3.26 APP AppLovin Corp. Class A Add +30.0% 4.02% +2.68 HOOD Robinhood Markets Inc. Class A New 2.68% +2.68 WIX Wix.com Ltd. Add +133.4% 3.62% +2.33 NDAQ Nasdaq Inc. Add +166.1% 3.38% +2.09 GLOB Globant SA New 1.86% +1.86 ARM Arm Holdings PLC-ADR New 1.80% +1.80 NFLX Netflix Inc. Add +17.9% 5.75% +1.59 DESP Despegar.com Corp. New 1.29% +1.29 BTDR Bitdeer Technologies Group-A New 1.28% +1.28 NVDA Nvidia Corp. Add +37.8% 4.29% +1.27 TTAN Servicetitan Inc. Class A New 1.18% +1.18 DT Dynatrace Inc. New 1.07% +1.07 OKTA Okta Inc. Add +71.6% 2.13% +0.88 ADSK Autodesk Inc. Add +19.8% 3.48% +0.58 TSM Taiwan Semiconductor-SP ADR Add +8.4% 4.31% +0.57 CVNA Carvana Co. Add +9.3% 1.77% +0.28 META Meta Platforms Inc. Class A Add +7.2% 3.16% +0.07 ZS Zscaler Inc. Add +1.8% 2.31% +0.01 COMP Compass Inc. Class A Add +8.0% 2.48% −0.09
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ AMAT Applied Materials Inc. put Sold out 240,000 $48.5Mbefore exit LRCX Lam Research Corp. put Sold out 300,000 $24.5Mbefore 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