In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Alta Park Capital, LP reported 31 stock positions worth $811.1 million . Its top holding was Oracle (ORCL) at 7.4% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 7.4% ) and Meta Platforms Class A (META, 6.6% ). Compared with Q1 2025, it opened 17 new positions, sold out of 7, added to 4 and reduced 9. The biggest buy was a new position in Oracle (ORCL) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).
Location San Francisco, CA
CIK 0001621855
Portfolio Value $811.1M (Q2 2025) Holdings 31 stocks · $811.1M 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 2025 ORCL Oracle Corp. 275,078 $60.1M New NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 4,356,799 $59.8M Add +27.8% META Meta Platforms Inc. Class A 72,272 $53.3M Add +62.5% MELI MercadoLibre Inc. 17,006 $44.4M Reduce -18.7% NVDA Nvidia Corp. 270,601 $42.8M Add +39.6% WDC Western Digital Corp. 663,749 $42.5M New AMZN Amazon.com Inc. 192,108 $42.1M New TWLO Twilio Inc. Class A 305,818 $38.0M New DASH DoorDash Inc. Class A 140,953 $34.7M New SPOT Spotify Technology SA 45,138 $34.6M Reduce -24.4% NFLX Netflix Inc. 23,237 $31.1M Reduce -35.9% VRT Vertiv Holdings Co. Class A 215,625 $27.7M New DDOG Datadog Inc. Class A 192,703 $25.9M New ANET Arista Networks Inc. 248,905 $25.5M New UBER Uber Technologies Inc. 270,330 $25.2M New S Sentinelone Inc. Class A 1,340,254 $24.5M Reduce -36.5% ZM Zoom Communications Inc. 294,882 $23.0M Add +29.1% PANW Palo Alto Networks Inc. 105,000 $21.5M Reduce -16.1% APP AppLovin Corp. Class A 57,477 $20.1M Reduce -47.6% COMP Compass Inc. Class A 3,164,467 $19.9M Reduce -13.9% CVNA Carvana Co. 55,964 $18.9M Reduce -11.4% PINS Pinterest Inc. Class A 465,179 $16.7M New WIX Wix.com Ltd. 101,947 $16.2M New FWONK Liberty Media Corp. Class C 109,117 $11.4M Reduce -63.0% MGNI Magnite Inc. 413,602 $10.0M New MU Micron Technology Inc. 68,814 $8.5M New MRVL Marvell Technology Inc. 103,282 $8.0M New COIN Coinbase Global Inc. Class A 22,077 $7.7M New ALAB Astera Labs Inc. 83,318 $7.5M New VOYG Voyager Technologies Inc. Class A 152,350 $6.0M New MQ Marqeta Inc. 596,255 $3.5M No change
Options reported separately and not counted above: APP calls ($70.0M).
Portfolio Sells Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▲ BABA Alibaba Group Holding-SP ADR Sold out 0.00% −11.37 NDAQ Nasdaq Inc. Sold out 0.00% −5.09 JD Jd.com Inc.-ADR Sold out 0.00% −4.73 S Sentinelone Inc. Class A Reduce -36.5% 3.02% −4.43 RDDT Reddit Inc. Class A Sold out 0.00% −4.31 COMP Compass Inc. Class A Reduce -13.9% 2.45% −3.77 FWONK Liberty Media Corp. Class C Reduce -63.0% 1.41% −3.74 APP AppLovin Corp. Class A Reduce -47.6% 2.48% −3.16 NFLX Netflix Inc. Reduce -35.9% 3.84% −2.73 MELI MercadoLibre Inc. Reduce -18.7% 5.48% −2.44 SPOT Spotify Technology SA Reduce -24.4% 4.27% −2.10 GDDY GoDaddy Inc. Class A Sold out 0.00% −1.67 PANW Palo Alto Networks Inc. Reduce -16.1% 2.65% −1.50 LSCC Lattice Semiconductor Corp. Sold out 0.00% −0.83 OKTA Okta Inc. Sold out 0.00% −0.40 CVNA Carvana Co. Reduce -11.4% 2.32% −0.24
Portfolio Buys Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▼ ORCL Oracle Corp. New 7.41% +7.41 WDC Western Digital Corp. New 5.24% +5.24 AMZN Amazon.com Inc. New 5.20% +5.20 TWLO Twilio Inc. Class A New 4.69% +4.69 DASH DoorDash Inc. Class A New 4.28% +4.28 VRT Vertiv Holdings Co. Class A New 3.41% +3.41 DDOG Datadog Inc. Class A New 3.19% +3.19 ANET Arista Networks Inc. New 3.14% +3.14 UBER Uber Technologies Inc. New 3.11% +3.11 PINS Pinterest Inc. Class A New 2.06% +2.06 WIX Wix.com Ltd. New 1.99% +1.99 META Meta Platforms Inc. Class A Add +62.5% 6.58% +1.60 MGNI Magnite Inc. New 1.23% +1.23 NVDA Nvidia Corp. Add +39.6% 5.27% +1.19 MU Micron Technology Inc. New 1.05% +1.05 MRVL Marvell Technology Inc. New 0.99% +0.99 COIN Coinbase Global Inc. Class A New 0.95% +0.95 ALAB Astera Labs Inc. New 0.93% +0.93 VOYG Voyager Technologies Inc. Class A New 0.74% +0.74 NU Nu Holdings Ltd./Cayman Isl-A Add +27.8% 7.37% +0.59 ZM Zoom Communications Inc. Add +29.1% 2.83% −0.43
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ APP AppLovin Corp. Class A call New 200,000 $70.0M
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