Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

Latest Alta Park Capital, LP Stock Portfolio

$972Million

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About Alta Park Capital, LP and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Alta Park Capital, LP reported an equity portfolio of $807.8 Millions as of 30 Sep, 2023.

The top stock holdings of Alta Park Capital, LP are META, , MSFT. The fund has invested 7.7% of it's portfolio in META PLATFORMS INC and 6.6% of portfolio in NU HOLDINGS LTD/CAYMAN ISLANDS.

The fund managers got completely rid off SNOWFLAKE INC (SNOW), SALESFORCE INC (CRM) and SHOPIFY INC stocks. They significantly reduced their stock positions in NETFLIX INC (NFLX), AMAZON.COM INC (AMZN) and MARQETA INC (MQ). Alta Park Capital, LP opened new stock positions in ALPHABET INC (GOOG), XP INC and BILL HOLDINGS INC (BILL). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), GLOBANT SA and META PLATFORMS INC (META).

New Buys

Ticker$ Bought
SERVICENOW INC43,117,100
PINTEREST INC27,517,000
TAKE-TWO INTERACTIVE SOFTWARE27,506,400
SALESFORCE INC23,633,900
MONGODB INC22,936,500
ROBLOX CORP21,584,400
NXP SEMICONDUCTORS NV18,374,400
TOAST INC14,647,500

New stocks bought by Alta Park Capital, LP

Additions

Ticker% Inc.
NETFLIX INC359
EPAM SYSTEMS INC100
UBER TECHNOLOGIES INC69.01
ATLASSIAN CORP66.75
AMAZON.COM INC58.39
MICRON TECHNOLOGY INC38.34
MERCADOLIBRE INC30.89
HUBSPOT INC29.62

Additions to existing portfolio by Alta Park Capital, LP

Reductions

Ticker% Reduced
XP INC-84.64
META PLATFORMS INC-66.44
DATADOG INC-37.28
SENTINELONE INC-30.91
ALIBABA GROUP HOLDING LTD-29.47
NU HOLDINGS LTD/CAYMAN ISLANDS-23.03
PALO ALTO NETWORKS INC-20.52
GITLAB INC-13.63

Alta Park Capital, LP reduced stake in above stock

Sold off

Ticker$ Sold
FLYWIRE CORP-8,999,960
FIVE9 INC-17,437,400
ALPHABET INC-33,369,300
ADVANCED MICRO DEVICES INC-25,238,400
BILL HOLDINGS INC-25,503,100

Alta Park Capital, LP got rid off the above stocks

Current Stock Holdings of Alta Park Capital, LP

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AMDADVANCED MICRO DEVICES INC0.000.000.00SOLD OFF-100
AMZNAMAZON.COM INC3.81243,94137,064,400ADDED58.39
BABAALIBABA GROUP HOLDING LTD1.66207,70816,099,400REDUCED-29.47
BILLBILL HOLDINGS INC0.000.000.00SOLD OFF-100
COMPCOMPASS INC0.962,496,5309,386,960NEW
CRMSALESFORCE INC2.4389,81523,633,900NEW
CVNACARVANA CO1.04191,03510,113,400UNCHANGED0.00
DDOGDATADOG INC2.17173,68021,081,300REDUCED-37.28
DOCUDOCUSIGN INC0.4369,9904,160,910UNCHANGED0.00
ENTGENTEGRIS INC1.67135,60616,235,100ADDED9.09
EPAMEPAM SYSTEMS INC2.0567,06619,941,400ADDED100
ESTCELASTIC NV0.9481,0039,129,040NEW
FIVNFIVE9 INC0.000.000.00SOLD OFF-100
FLYWFLYWIRE CORP0.000.000.00SOLD OFF-100
GDDYGODADDY INC0.9284,0338,920,940NEW
GLOBGLOBANT SA2.2893,19222,177,800REDUCED-4.35
GOOGALPHABET INC0.000.000.00SOLD OFF-100
GTLBGITLAB INC4.74731,48246,054,100REDUCED-13.63
HUBSHUBSPOT INC2.6544,37925,763,800ADDED29.62
MDBMONGODB INC2.3656,10022,936,500NEW
MELIMERCADOLIBRE INC5.5834,50654,227,600ADDED30.89
METAMETA PLATFORMS INC2.5269,16924,483,100REDUCED-66.44
MQMARQETA INC0.811,133,0507,908,700UNCHANGED0.00
MRVLMARVELL TECHNOLOGY INC0.97156,9009,452,640NEW
MSFTMICROSOFT CORP5.53143,11553,817,000REDUCED-10.05
MUMICRON TECHNOLOGY INC3.12355,07930,302,400ADDED38.34
NFLXNETFLIX INC4.7695,00046,253,600ADDED359
NOWSERVICENOW INC4.4361,03043,117,100NEW
NUNU HOLDINGS LTD/CAYMAN ISLANDS4.875,683,78047,345,900REDUCED-23.03
NVDANVIDIA CORP4.7593,21546,161,900REDUCED-6.84
NXPINXP SEMICONDUCTORS NV1.8980,00018,374,400NEW
PANWPALO ALTO NETWORKS INC3.63119,89535,354,600REDUCED-20.52
PINSPINTEREST INC2.83742,90027,517,000NEW
RBLXROBLOX CORP2.22472,10021,584,400NEW
SSENTINELONE INC4.861,722,29047,259,700REDUCED-30.91
SNAPSNAP INC1.42817,80013,845,400NEW
SPOTSPOTIFY TECHNOLOGY SA0.9448,8809,185,040NEW
TEAMATLASSIAN CORP1.7169,70016,578,800ADDED66.75
TOSTTOAST INC1.51802,16114,647,500NEW
TREELENDINGTREE INC0.2475,7552,296,890NEW
TTWOTAKE-TWO INTERACTIVE SOFTWARE2.83170,90027,506,400NEW
UBERUBER TECHNOLOGIES INC3.98628,96138,725,100ADDED69.01
WDAYWORKDAY INC4.03141,97339,193,100ADDED15.38
XPXP INC0.50184,6284,813,250REDUCED-84.64