Alta Park Capital, LP Portfolio Holdings by Sector

Alta Park Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical BABA MELI JD CVNA 4 stocks	$137,024 29.37% of portfolio	3	1	2	-	0 Calls 0 Puts
Software—Application \| Technology COMP APP ZM 3 stocks	$77,977 16.71% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S PANW GDDY MQ OKTA 5 stocks	$72,895 15.62% of portfolio	2	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT META 2 stocks	$58,452 12.53% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$34,919 7.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$33,821 7.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ 1 stocks	$26,205 5.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA LSCC 2 stocks	$25,260 5.41% of portfolio	1	1	1	-	0 Calls 0 Puts

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