Alta Park Capital
Alta Park Capital reported 26 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SNDK (11.0%), WDC (8.1%) and MRVL (5.9%). Compared with Q1 2026, the fund opened new positions in MRVL, AMD and TTWO, added to WDC, TER and COMP, trimmed AMAT, ASML and TSEM and sold out of AAPL, SPOT and LITE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNDK Sandisk Corp | $119M | 11.0% | 52K | No change | 4 of 8 | |
| 2 |  WDC Western Digital Corp | $87M | 8.1% | 136K | +9,655 (+8%) | 5 of 8 | |
| 3 |  MRVL Marvell Technology Inc | $63.7M | 5.9% | 214K | New position | 3 of 8 | |
| 4 |  AMAT Applied Matls Inc | $60.4M | 5.6% | 84K | −18K (−18%) | 4 of 8 | |
| 5 |  TER Teradyne Inc | $58.4M | 5.4% | 121K | +27K (+29%) | 4 of 8 | |
| 6 |  AMD Advanced Micro Devices Inc | $57.5M | 5.3% | 99K | New position | 1 of 8 | |
| 7 |  TTWO Take Two Interactive Softwar | $56.1M | 5.2% | 224K | New position | 2 of 8 | |
| 8 |  PANW Palo Alto Networks Inc | $54.8M | 5.1% | 161K | No change | 8 of 8 | |
| 9 |  COMP Compass Inc | $47.7M | 4.4% | 3.9M | +481K (+14%) | 8 of 8 | |
| 10 |  NU NU Hldgs Ltd | $45.5M | 4.2% | 3.4M | +310K (+10%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AAPL Apple Inc | $37.3M | 147K |
 SPOT Spotify Technology | $23.2M | 48K |
 LITE Lumentum Hldgs Inc | $22.5M | 32K |
 ONTO Onto Innovation Inc | $20.9M | 102K |
 AVGO Broadcom Inc | $19.2M | 62K |
🔒 Free account: see all 9.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 ON ON Semiconductor Corp | Call | $13.4M | 142K | +141,800 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alta Park Capital 13F FAQ
What does Alta Park Capital own?
Alta Park Capital reported 26 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SNDK (11.0%), WDC (8.1%) and MRVL (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Alta Park Capital buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 6 added to, 7 trimmed and 9 sold out. New positions include MRVL, AMD and TTWO. It sold all of AAPL, SPOT and LITE.
When will Alta Park Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alta Park Capital's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks ($1.1B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.