Alta Park Capital, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Alta Park Capital, LP reported 21 stock positions worth $515.3 million. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 11.4% of the portfolio, followed by MercadoLibre (MELI, 7.9%) and Sentinelone Class A (S, 7.5%). Compared with Q4 2024, it opened 5 new positions, sold out of 18, added to 7 and reduced 7. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale an exit from Amazon.com (AMZN).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001621855
- Portfolio Value
- $515.3M (Q1 2025)
- SEC Filing
- 0000935836-25-000334 ↗ filed May 15, 2025
Holdings Value
Holdings 21 stocks · $515.3M
| BABA Alibaba Group Holding-SP ADR | 11.37% | 443,258 | $58.6M | New |
| MELI MercadoLibre Inc. | 7.92% | 20,917 | $40.8M | Add +239.1% |
| S Sentinelone Inc. Class A | 7.45% | 2,111,954 | $38.4M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 6.78% | 3,410,095 | $34.9M | Reduce -18.7% |
| NFLX Netflix Inc. | 6.56% | 36,269 | $33.8M | Reduce -26.4% |
| SPOT Spotify Technology SA | 6.37% | 59,674 | $32.8M | Reduce -6.5% |
| COMP Compass Inc. Class A | 6.22% | 3,673,958 | $32.1M | Add +13.4% |
| APP AppLovin Corp. Class A | 5.64% | 109,682 | $29.1M | Add +15.6% |
| FWONK Liberty Media Corp. Class C | 5.14% | 294,523 | $26.5M | Reduce -10.8% |
| NDAQ Nasdaq Inc. | 5.09% | 345,449 | $26.2M | Add +3.5% |
| META Meta Platforms Inc. Class A | 4.97% | 44,470 | $25.6M | Add +8.0% |
| JD Jd.com Inc.-ADR | 4.73% | 593,216 | $24.4M | New |
| RDDT Reddit Inc. Class A | 4.31% | 211,614 | $22.2M | Add +7.7% |
| PANW Palo Alto Networks Inc. | 4.14% | 125,158 | $21.4M | Add +19.2% |
| NVDA Nvidia Corp. | 4.08% | 193,827 | $21.0M | Reduce -20.6% |
| ZM Zoom Communications Inc. | 3.27% | 228,317 | $16.8M | New |
| CVNA Carvana Co. | 2.56% | 63,200 | $13.2M | Reduce -5.0% |
| GDDY GoDaddy Inc. Class A | 1.67% | 47,762 | $8.6M | New |
| LSCC Lattice Semiconductor Corp. | 0.83% | 81,124 | $4.3M | New |
| MQ Marqeta Inc. | 0.48% | 596,255 | $2.5M | No change |
| OKTA Okta Inc. | 0.40% | 19,824 | $2.1M | Reduce -90.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Sold out | 0.00% | −7.25 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −4.31 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −3.62 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −3.48 |
| XYZ Block Inc. | Sold out | 0.00% | −3.26 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −2.68 |
| ZS Zscaler Inc. | Sold out | 0.00% | −2.31 |
| ORCL Oracle Corp. | Sold out | 0.00% | −2.31 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −2.23 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −2.10 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −1.93 |
| GLOB Globant SA | Sold out | 0.00% | −1.86 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −1.80 |
| OKTA Okta Inc. | Reduce -90.4% | 0.40% | −1.73 |
| DESP Despegar.com Corp. | Sold out | 0.00% | −1.29 |
| BTDR Bitdeer Technologies Group-A | Sold out | 0.00% | −1.28 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −1.18 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.16 |
| DT Dynatrace Inc. | Sold out | 0.00% | −1.07 |
| NVDA Nvidia Corp. | Reduce -20.6% | 4.08% | −0.21 |
| CVNA Carvana Co. | Reduce -5.0% | 2.56% | +0.79 |
| NFLX Netflix Inc. | Reduce -26.4% | 6.56% | +0.82 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -18.7% | 6.78% | +1.09 |
| FWONK Liberty Media Corp. Class C | Reduce -10.8% | 5.14% | +1.14 |
| SPOT Spotify Technology SA | Reduce -6.5% | 6.37% | +2.63 |
Portfolio Buys Q4 2024 → Q1 2025
| BABA Alibaba Group Holding-SP ADR | New | 11.37% | +11.37 |
| MELI MercadoLibre Inc. | Add +239.1% | 7.92% | +6.55 |
| JD Jd.com Inc.-ADR | New | 4.73% | +4.73 |
| COMP Compass Inc. Class A | Add +13.4% | 6.22% | +3.75 |
| ZM Zoom Communications Inc. | New | 3.27% | +3.27 |
| META Meta Platforms Inc. Class A | Add +8.0% | 4.97% | +1.82 |
| NDAQ Nasdaq Inc. | Add +3.5% | 5.09% | +1.71 |
| GDDY GoDaddy Inc. Class A | New | 1.67% | +1.67 |
| PANW Palo Alto Networks Inc. | Add +19.2% | 4.14% | +1.64 |
| APP AppLovin Corp. Class A | Add +15.6% | 5.64% | +1.62 |
| LSCC Lattice Semiconductor Corp. | New | 0.83% | +0.83 |
| RDDT Reddit Inc. Class A | Add +7.7% | 4.31% | +0.11 |
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 |