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 WIX SQ HOOD PANW ORCL ZS OKTA 10 stocks	$201,829 30.36% of portfolio	6	3	2	-	0 Calls 0 Puts
Software—Application \| Technology APP ADSK COMP GTLB DT 5 stocks	$96,007 14.44% of portfolio	4	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA AVGO 3 stocks	$82,751 12.45% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA MELI 3 stocks	$79,398 11.94% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT META Z 3 stocks	$67,619 10.17% of portfolio	1	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$43,907 6.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$43,431 6.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ 1 stocks	$25,802 3.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GLOB 1 stocks	$14,202 2.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical DESP 1 stocks	$9,837 1.48% of portfolio	1	-	1	-	0 Calls 0 Puts

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