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 MSFT SQ GDDY MQ MDB PANW SQ 10 stocks	$253,597 25.48% of portfolio	7	3	4	-	1 Calls 0 Puts
Software—Application \| Technology GTLB WDAY CRM HUBS SNOW DDOG ESTC COMP 8 stocks	$182,234 18.31% of portfolio	3	5	1	-	0 Calls 0 Puts
Semiconductors \| Technology AMD MU NVDA INTC TSM 5 stocks	$135,864 13.65% of portfolio	3	2	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI BABA CVNA 4 stocks	$102,600 10.31% of portfolio	1	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT 2 stocks	$77,761 7.81% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$62,438 6.27% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ 1 stocks	$55,501 5.58% of portfolio	1	-	1	-	0 Calls 1 Puts
Entertainment \| Communication Services NFLX 1 stocks	$49,256 4.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GLOB EPAM 2 stocks	$40,761 4.1% of portfolio	2	-	-	-	0 Calls 0 Puts

Capital Markets \| Financial Services XP 1 stocks	$19,089 1.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$11,392 1.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Conglomerates \| Financial Services TREE 1 stocks	$4,818 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts

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