Alta Park Capital, LP — 13F holdings

Alta Park Capital, LP reported 27 holdings worth $1.09B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SNDK SANDISK CORP — $119M (10.9%)
2. WDC WESTERN DIGITAL CORP — $87.0M (8.0%)
3. MRVL MARVELL TECHNOLOGY INC — $63.7M (5.8%)
4. AMAT APPLIED MATLS INC — $60.4M (5.5%)
5. TER TERADYNE INC — $58.4M (5.4%)
6. AMD ADVANCED MICRO DEVICES INC — $57.5M (5.3%)
7. TTWO TAKE-TWO INTERACTIVE SOFTWAR — $56.1M (5.1%)
8. PANW PALO ALTO NETWORKS INC — $54.8M (5.0%)
9. COMP COMPASS INC — $47.7M (4.4%)
10. NU NU HLDGS LTD — $45.5M (4.2%)