Alta Park Capital, LP Portfolio Holdings by Sector

Alta Park Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology APP DDOG UBER ZM APP COMP COIN 7 stocks	$191,846 23.35% of portfolio	5	2	4	-	1 Calls 0 Puts
Internet Content & Information \| Communication Services META TWLO DASH SPOT PINS 5 stocks	$177,437 21.59% of portfolio	4	1	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL S PANW WIX MQ 5 stocks	$125,756 15.3% of portfolio	2	2	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI AMZN CVNA 3 stocks	$105,450 12.83% of portfolio	1	2	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$59,775 7.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MU MRVL 3 stocks	$59,227 7.21% of portfolio	3	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$42,473 5.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$31,117 3.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$18,686 2.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services MGNI 1 stocks	$9,976 1.21% of portfolio	1	-	1	-	0 Calls 0 Puts

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