Alta Park Capital, LP Portfolio Holdings

Alta Park Capital, LP

  • $822 Million
  • Q2 2025

Alta Park Capital, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $822 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Oracle Corp with a value of $60.1M, Nu Holdings Ltd. with a value of $59.8M, Meta Platforms, Inc. with a value of $53.3M, Mercadolibre Inc with a value of $44.4M, and Nvidia Corp with a value of $42.8M.

Examining the 13F form we can see an increase of $355M in the current position value, from $467M to 822M.

Alta Park Capital, LP is based out at San Francisco, CA

Below you can find more details about Alta Park Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $822 Million
Technology: $419 Million
Communication Services: $219 Million
Consumer Cyclical: $105 Million
Financial Services: $59.8 Million
Industrials: $18.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$684B
$60.1 Million 7.32% of portfolio
275,078
Q2 2025 New
$43.6B
$59.8 Million 7.27% of portfolio
4,356,799
Q2 2025 Added 27.76%
$1.78T
$53.3 Million 6.49% of portfolio
72,272
Q2 2025 Added 62.52%
$118B
$44.4 Million 5.41% of portfolio
17,006
Q2 2025 Reduced 18.7%
$456B
$42.8 Million 5.2% of portfolio
270,601
Q2 2025 Added 39.61%
$24.1B
$42.5 Million 5.17% of portfolio
663,749
Q2 2025 New
$2.26T
$42.1 Million 5.13% of portfolio
192,108
Q2 2025 New
$16.5B
$38 Million 4.63% of portfolio
305,818
Q2 2025 New
$94.6B
$34.7 Million 4.23% of portfolio
140,953
Q2 2025 New
$133B
$34.6 Million 4.21% of portfolio
45,138
Q2 2025 Reduced 24.36%
$545B
$31.1 Million 3.79% of portfolio
23,237
Q2 2025 Reduced 35.93%
$37.5B
$25.9 Million 3.15% of portfolio
192,703
Q2 2025 New
$182B
$25.2 Million 3.07% of portfolio
270,330
Q2 2025 New
$3.36B
$24.5 Million 2.98% of portfolio
1,340,254
Q2 2025 Reduced 36.54%
$17.6B
$23 Million 2.8% of portfolio
294,882
Q2 2025 Added 29.15%
$52.5B
$21.5 Million 2.61% of portfolio
105,000
Q2 2025 Reduced 16.11%
$3.49B
$19.9 Million 2.42% of portfolio
3,164,467
Q2 2025 Reduced 13.87%
$29.2B
$18.9 Million 2.29% of portfolio
55,964
Q2 2025 Reduced 11.45%
$32.7B
$18.7 Million 2.27% of portfolio
215,625
Q2 2025 New
$20.5B
$16.7 Million 2.03% of portfolio
465,179
Q2 2025 New
$6.74B
$16.2 Million 1.97% of portfolio
101,947
Q2 2025 New
$2.96B
$9.98 Million 1.21% of portfolio
413,602
Q2 2025 New
$139B
$8.48 Million 1.03% of portfolio
68,814
Q2 2025 New
$66.3B
$7.99 Million 0.97% of portfolio
103,282
Q2 2025 New
$45.7B
$7.74 Million 0.94% of portfolio
22,077
Q2 2025 New
$2.86B
$3.48 Million 0.42% of portfolio
596,255
Q4 2024 Reduced 79.82%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $822 Million
  • Prior Value $467 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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