Alta Park Capital, LP Portfolio Holdings by Sector

Alta Park Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology S ORCL MSFT PANW ZS MQ ADBE WIX 9 stocks	$164,303 21.75% of portfolio	4	5	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA MELI AMZN CVNA 4 stocks	$112,555 14.9% of portfolio	2	2	1	-	0 Calls 0 Puts
Software—Application \| Technology GTLB ADSK COMP APP ESTC 5 stocks	$96,638 12.79% of portfolio	4	1	2	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TSM NVDA MU 4 stocks	$92,100 12.19% of portfolio	2	2	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT LRCX 2 stocks	$72,975 9.66% of portfolio	2	-	2	-	0 Calls 2 Puts
Internet Content & Information \| Communication Services SPOT META Z 3 stocks	$68,887 9.12% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$57,223 7.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$29,627 3.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$19,837 2.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$18,650 2.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$13,440 1.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ 1 stocks	$9,154 1.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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