AP

Alta Park Capital, LP

13F
Alta Park Capital, LP
Last update 2025-05-15 21 Stocks (5 new)
Value $515.00 Mil Turnover 30 %
Countries:
Top Holdings: BABA(11.37%)MELI(7.92%)S(7.45%)NU(6.78%)NFLX(6.56%)
Summary Stock Picks Current Portfolio
Alta Park Capital, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BABA
Alibaba Group Holding Ltd
443,258
58,612.0
New Holding
11.370
+11.37%
0.020
+12.30%
+44.19%
286,865.2
Retail - Cyclical
MELI
MercadoLibre Inc
20,917
40,806.3
+239.07%
7.920
+5.58%
0.040
+14.97%
+41.94%
122,361.7
Retail - Cyclical
S
SentinelOne Inc
2,111,954
38,395.3
0%
7.450
0%
0.640
+7.07%
-18.87%
5,988.1
Software
NU
Nu Holdings Ltd
3,410,095
34,919.4
-18.66%
6.780
-1.06%
0.070
+18.36%
+25.68%
62,813.8
Banks
NFLX
Netflix Inc
36,269
33,821.9
-26.37%
6.560
-1.52%
0.010
+24.28%
+35.67%
514,617.8
Media - Diversified
SPOT
Spotify Technology SA
59,674
32,822.5
-6.54%
6.370
-0.24%
0.030
+21.11%
+55.46%
142,612.6
Interactive Media
COMP
Compass Inc
3,673,958
32,073.7
+13.45%
6.220
+0.74%
0.700
-8.37%
+14.19%
3,481.9
Real Estate
APP
AppLovin Corp
109,682
29,062.4
+15.64%
5.640
+0.76%
0.030
+52.99%
+12.55%
123,328.5
Media - Diversified
FWONK
Liberty Media Corp
294,523
26,510.0
-10.76%
5.140
-0.43%
0.120
+24.98%
+11.67%
25,539.8
Media - Diversified
NDAQ
Nasdaq Inc
345,449
26,205.8
+3.51%
5.090
+0.17%
0.060
+24.20%
+16.35%
51,309.2
Capital Markets

Alta Park Capital, LP's Historical Top Holdings Breakdowns

Alta Park Capital, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BABA
Alibaba Group Holding Ltd
2025-03-31
New Buy
New Buy
+11.37%
●
80.53 ($115.31) 147.57
$120.23
4.27%
New holding
443,258
443,258
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-7.25%
●
190.26 ($217) 242.06
$226.13
4.21%
Sold Out
0
-252,440
MELI
MercadoLibre Inc
2025-03-31
Add
Add
+5.58%
●
1739 ($1984.94) 2260
$2,413.57
21.59%
Add 239.07%
20,917
14,748
JD
JD.com Inc
2025-03-31
New Buy
New Buy
+4.73%
●
33.1 ($40.14) 45.21
$33.92
-15.50%
New holding
593,216
593,216
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Sold Out
Sold Out
-4.31%
●
165.25 ($194.34) 224.62
$240.40
23.70%
Sold Out
0
-166,959
WIX
Wix.com Ltd
2025-03-31
Sold Out
Sold Out
-3.62%
●
163.38 ($207.73) 246.76
$155.05
-25.36%
Sold Out
0
-128,999
ADSK
Autodesk Inc
2025-03-31
Sold Out
Sold Out
-3.48%
●
246.93 ($284.41) 311.36
$297.03
4.44%
Sold Out
0
-89,971
ZM
Zoom Communications Inc
2025-03-31
New Buy
New Buy
+3.27%
●
72.23 ($79.69) 88.64
$74.85
-6.07%
New holding
228,317
228,317
XYZ
Block Inc
2025-03-31
Sold Out
Sold Out
-3.26%
●
54.04 ($74.64) 92.95
$72.82
-2.44%
Sold Out
0
-292,870
HOOD
Robinhood Markets Inc
2025-03-31
Sold Out
Sold Out
-2.68%
●
35.63 ($47.54) 65.28
$109.74
130.84%
Sold Out
0
-550,460

Alta Park Capital, LP Total Holding History ($B)

To

Alta Park Capital, LP's Asset Allocation

To

Alta Park Capital, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alta Park Capital, LP's Hypothetical Growth since 2025-03-31

Alta Park Capital, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Alta Park Capital, LP's Holdings Heat Map

Size field:

Alta Park Capital, LP's Holdings Bubble Chart

Alta Park Capital, LP News

  • 1

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