Vault-13

Alta Park Capital, LP

San Francisco, CA · CIK 1621855 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2017 · limited partnership

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
San Francisco, CA (main office)United States United Statesabout 4
New York, NYUnited States United States6

US visa salary filings

Job titleFilingsMedianRange
Managing DirectorSan Francisco, CA 1 $325,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Alta Park Capital, LP.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.1bn reported value +73.3% vs Q1 2026
26positions
60.3%in top 10
11 new 6 added 7 reduced 9 sold out vs Q1 2026

Options: 1 call positions ($13.4m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SANDISK CORP COM SNDK SNDK 52,132 $118.5m11.00% 11.00% UnchangedShares held: Q3 2025 240.9k, Q4 2025 197.9k, Q1 2026 52.1k, Q2 2026 52.1k
2 WESTERN DIGITAL CORP COM WDC WDC 136,238 $87.0m8.07% 8.07% AddedShares held: Q3 2025 470.9k, Q4 2025 393.5k, Q1 2026 126.6k, Q2 2026 136.2k +9.7k +9,655 7.6%
3 MARVELL TECHNOLOGY INC COM MRVL MRVL 213,865 $63.7m5.91% 5.91% NewShares held: Q3 2025 228.4k, Q4 2025 0, Q1 2026 0, Q2 2026 213.9k
4 APPLIED MATLS INC COM AMAT AMAT 83,541 $60.4m5.60% 5.60% ReducedShares held: Q3 2025 136.3k, Q4 2025 123.3k, Q1 2026 101.5k, Q2 2026 83.5k -18.0k -17,969 -17.7%
5 TERADYNE INC COM TER TER 120,779 $58.4m5.42% 5.42% AddedShares held: Q3 2025 275.5k, Q4 2025 163.1k, Q1 2026 93.5k, Q2 2026 120.8k +27.2k +27,243 29.1%
6 ADVANCED MICRO DEVICES INC COM AMD AMD 99,017 $57.5m5.34% 5.34% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 99.0k
7 TAKE-TWO INTERACTIVE SOFTWAR COM TTWO TTWO 224,240 $56.1m5.20% 5.20% NewShares held: Q3 2025 0, Q4 2025 37.7k, Q1 2026 0, Q2 2026 224.2k
8 PALO ALTO NETWORKS INC COM PANW PANW 160,554 $54.8m5.08% 5.08% UnchangedShares held: Q3 2025 105.0k, Q4 2025 143.1k, Q1 2026 160.6k, Q2 2026 160.6k
9 COMPASS INC CL A COMP COMP 3,867,921 $47.7m4.42% 4.42% AddedShares held: Q3 2025 3.4m, Q4 2025 3.6m, Q1 2026 3.4m, Q2 2026 3.9m +481.4k +481,399 14.2%
10 NU HLDGS LTD ORD SHS CL A NU NU 3,402,399 $45.5m4.22% 4.22% AddedShares held: Q3 2025 4.5m, Q4 2025 3.4m, Q1 2026 3.1m, Q2 2026 3.4m +310.3k +310,318 10.0%
11 SEMTECH CORP COM SMTC SMTC 257,938 $41.7m3.87% 3.87% NewShares held: Q3 2025 203.6k, Q4 2025 283.7k, Q1 2026 0, Q2 2026 257.9k
12 GLOBALFOUNDRIES INC ORDINARY SHARES GFS GFS 471,201 $38.8m3.60% 3.60% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 471.2k
13 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 19,310 $38.4m3.56% 3.56% ReducedShares held: Q3 2025 0, Q4 2025 18.1k, Q1 2026 21.1k, Q2 2026 19.3k -1.8k -1,788 -8.5%
14 STMICROELECTRONICS N V NY REGISTRY STM STM 506,977 $38.0m3.52% 3.52% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 507.0k
15 TOWER SEMICONDUCTOR LTD SHS NEW TSEM TSEM 131,216 $34.2m3.17% 3.17% ReducedShares held: Q3 2025 0, Q4 2025 165.8k, Q1 2026 151.7k, Q2 2026 131.2k -20.4k -20,450 -13.5%
16 NVIDIA CORPORATION COM NVDA NVDA 157,820 $31.6m2.93% 2.93% ReducedShares held: Q3 2025 219.5k, Q4 2025 225.9k, Q1 2026 182.6k, Q2 2026 157.8k -24.7k -24,741 -13.6%
17 SENTINELONE INC CL A S S 1,789,478 $30.4m2.82% 2.82% AddedShares held: Q3 2025 1.4m, Q4 2025 1.5m, Q1 2026 1.7m, Q2 2026 1.8m +134.1k +134,146 8.1%
18 DPC HOLDINGS PLC ORDINARY SHARES DPC DPC 584,079 $28.7m2.66% 2.66% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 584.1k
19 DATADOG INC CL A COM DDOG DDOG 92,914 $24.2m2.24% 2.24% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 92.9k
20 SNOWFLAKE INC CL A SNOW SNOW 94,966 $24.2m2.24% 2.24% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 95.0k
21 META PLATFORMS INC CL A META META 42,230 $23.8m2.21% 2.21% AddedShares held: Q3 2025 74.0k, Q4 2025 52.3k, Q1 2026 39.3k, Q2 2026 42.2k +2.9k +2,945 7.5%
22 NETFLIX INC COM NFLX NFLX 309,505 $22.1m2.05% 2.05% ReducedShares held: Q3 2025 238.9k, Q4 2025 329.2k, Q1 2026 496.8k, Q2 2026 309.5k -187.3k -187,286 -37.7%
23 MERCADOLIBRE INC COM MELI MELI 8,075 $13.7m1.27% 1.27% ReducedShares held: Q3 2025 7.2k, Q4 2025 7.7k, Q1 2026 8.6k, Q2 2026 8.1k -484 -484 -5.7%
24 COHERENT CORP COM COHR COHR 32,965 $13.0m1.21% 1.21% ReducedShares held: Q3 2025 216.4k, Q4 2025 0, Q1 2026 94.1k, Q2 2026 33.0k -61.1k -61,098 -65.0%
25 LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK FWONK 134,700 $12.8m1.19% 1.19% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 134.7k
26 OKTA INC CL A OKTA OKTA 93,900 $12.8m1.19% 1.19% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 93.9k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
APPLE INC AAPL AAPL 147,004 $37.3m147.0k shares
SPOTIFY TECHNOLOGY S A SPOT SPOT 47,758 $23.2m47.8k shares
LUMENTUM HLDGS INC LITE LITE 32,078 $22.5m32.1k shares
ONTO INNOVATION INC ONTO ONTO 101,732 $20.9m101.7k shares
BROADCOM INC AVGO AVGO 61,884 $19.2m61.9k shares
LIVE NATION ENTERTAINMENT IN LYV LYV 120,218 $18.3m120.2k shares
MIRION TECHNOLOGIES INC MIR MIR 977,138 $18.2m977.1k shares
TWILIO INC TWLO TWLO 118,027 $14.9m118.0k shares
NETSKOPE INC NTSK NTSK 909,091 $7.7m909.1k shares

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
ON SEMICONDUCTOR CORP ON · Call ONCall 141,800 $13.4m141.8k shares New