Q4 2024 · 13F-HR
Alta Park Capital, LPholdings as filed
Filed 2025-02-14 · accession 0000935836-25-000175
$764.2M
Reported value
34
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | Amazon.com Inc | $55.4M | 7.25% | 252,440 | Common | SOLE |
| 81730H109 | S | SentinelOne Inc | $46.9M | 6.13% | 2,111,954 | Common | SOLE |
| 64110L106 | NFLX | Netflix Inc | $43.9M | 5.75% | 49,261 | Common | SOLE |
| G6683N103 | NU | NU Holdings Ltd/Cayman Islands | $43.4M | 5.68% | 4,192,191 | Common | SOLE |
| 874039100 | TSM | TSMC | $33.0M | 4.31% | 166,959 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA Corp | $32.8M | 4.29% | 243,993 | Common | SOLE |
| 75734B100 | RDDT | Reddit Inc | $32.1M | 4.20% | 196,488 | Common | SOLE |
| 03831W108 | APP | AppLovin Corp | $30.7M | 4.02% | 94,846 | Common | SOLE |
| 531229755 | FWONK | Liberty Media Corp-Liberty For | $30.6M | 4.00% | 330,035 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology SA | $28.6M | 3.74% | 63,850 | Common | SOLE |
| M98068105 | WIX | Wix.com Ltd | $27.7M | 3.62% | 128,999 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $26.6M | 3.48% | 89,971 | Common | SOLE |
| 631103108 | NDAQ | Nasdaq Inc | $25.8M | 3.38% | 333,751 | Common | SOLE |
| 852234103 | XYZ | Block Inc | $24.9M | 3.26% | 292,870 | Common | SOLE |
| 30303M102 | META | Meta Platforms Inc | $24.1M | 3.16% | 41,187 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets Inc | $20.5M | 2.68% | 550,460 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks Inc | $19.1M | 2.50% | 105,000 | Common | SOLE |
| 20464U100 | COMP | Compass Inc | $18.9M | 2.48% | 3,238,471 | Common | SOLE |
| 98980G102 | ZS | Zscaler Inc | $17.7M | 2.31% | 97,897 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp | $17.6M | 2.31% | 105,994 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Inc | $17.0M | 2.23% | 73,391 | Common | SOLE |
| 679295105 | OKTA | Okta Inc | $16.3M | 2.13% | 206,815 | Common | SOLE |
| 37637K108 | GTLB | Gitlab Inc | $16.0M | 2.10% | 284,813 | Common | SOLE |
| 98954M200 | Z | Zillow Group Inc | $14.8M | 1.93% | 199,347 | Common | SOLE |
| L44385109 | GLOB | Globant SA | $14.2M | 1.86% | 66,239 | Common | SOLE |
| 042068205 | ARM | ARM Holdings PLC | $13.7M | 1.80% | 111,338 | Common | SOLE |
| 146869102 | CVNA | Carvana Co | $13.5M | 1.77% | 66,515 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre Inc | $10.5M | 1.37% | 6,169 | Common | SOLE |
| G27358103 | DESP1EUR | Despegar.com Corp | $9.8M | 1.29% | 511,041 | Common | SOLE |
| G11448100 | BTDR | Bitdeer Technologies Group | $9.7M | 1.28% | 449,769 | Common | SOLE |
| 81764X103 | TTAN | ServiceTitan Inc | $9.0M | 1.18% | 87,674 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $8.9M | 1.16% | 21,075 | Common | SOLE |
| 268150109 | DT | Dynatrace Inc | $8.2M | 1.07% | 150,569 | Common | SOLE |
| 57142B104 | MQ | Marqeta Inc | $2.3M | 0.30% | 596,255 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.