Alta Park Capital, Lp Top Holdings and 13F Report (2021) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Alta Park Capital, LpInvestment ActivityAlta Park Capital, Lp has $995.33 million in total holdings as of September 30, 2021.Alta Park Capital, Lp owns shares of 36 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 35.00% of the portfolio was purchased this quarter.About 42.70% of the portfolio was sold this quarter.This quarter, Alta Park Capital, Lp has purchased 39 new stocks and bought additional shares in 12 stocks.Alta Park Capital, Lp sold shares of 16 stocks and completely divested from 11 stocks this quarter.Largest Holdings NU $62,438,113Amazon.com $59,646,074Block $57,305,403Invesco QQQ $55,501,250Netflix $49,256,892 Largest New Holdings this Quarter Block $57,305,403 HoldingInvesco QQQ $55,501,250 HoldingAdvanced Micro Devices $39,386,708 HoldingSnowflake $19,381,658 HoldingIntel $19,348,624 Holding Largest Purchases this Quarter Block 677,529 shares (about $57.31M)Invesco QQQ 125,000 shares (about $55.50M)Advanced Micro Devices 218,221 shares (about $39.39M)GoDaddy 179,486 shares (about $21.30M)Snowflake 119,936 shares (about $19.38M) Largest Sales this Quarter NVIDIA 61,380 shares (about $55.46M)MercadoLibre 16,773 shares (about $25.36M)Microsoft 43,716 shares (about $18.39M)Palo Alto Networks 53,373 shares (about $15.16M)Micron Technology 106,600 shares (about $12.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlta Park Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNUNU$62,438,113$5,369,371 ▼-7.9%5,233,7066.3%Business ServicesAMZNAmazon.com$59,646,074$15,643,997 ▲35.6%330,6696.0%Retail/WholesaleSQBlock$57,305,403$57,305,403 ▲New Holding677,5295.8%Business ServicesQQQInvesco QQQ$55,501,250$55,501,250 ▲New Holding125,0005.6%FinanceNFLXNetflix$49,256,892$8,439,458 ▼-14.6%81,1044.9%Consumer DiscretionaryMETAMeta Platforms$47,295,978$13,708,895 ▲40.8%97,4014.8%Computer and TechnologySSentinelOne$44,656,459$4,509,856 ▲11.2%1,915,7644.5%Computer and TechnologyMSFTMicrosoft$41,819,147$18,392,195 ▼-30.5%99,3994.2%Computer and TechnologyAMDAdvanced Micro Devices$39,386,708$39,386,708 ▲New Holding218,2214.0%Computer and TechnologyGTLBGitLab$38,242,524$4,417,507 ▼-10.4%655,7363.8%Computer and TechnologyGDDYGoDaddy$31,274,435$21,301,399 ▲213.6%263,5193.1%Computer and TechnologySPOTSpotify Technology$30,466,991$17,567,559 ▲136.2%115,4493.1%Business ServicesMUMicron Technology$29,293,189$12,567,074 ▼-30.0%248,4792.9%Computer and TechnologyNVDANVIDIA$28,764,833$55,460,514 ▼-65.8%31,8352.9%Computer and TechnologyWDAYWorkday$28,672,026$10,051,110 ▼-26.0%105,1222.9%Computer and TechnologyCRMSalesforce$28,322,064$1,271,582 ▲4.7%94,0372.8%Computer and TechnologyMELIMercadoLibre$26,811,587$25,360,105 ▼-48.6%17,7332.7%Retail/WholesaleGLOBGlobant$21,877,480$3,062,015 ▲16.3%108,3582.2%Computer and TechnologyMQMarqeta$21,033,651$14,280,667 ▲211.5%3,529,1362.1%Business ServicesHUBSHubSpot$20,450,918$7,355,188 ▼-26.5%32,6402.1%Computer and TechnologySNOWSnowflake$19,381,658$19,381,658 ▲New Holding119,9361.9%Computer and TechnologyDDOGDatadog$19,355,636$2,111,212 ▼-9.8%156,5991.9%Computer and TechnologyINTCIntel$19,348,624$19,348,624 ▲New Holding438,0491.9%Computer and TechnologyESTCElastic$19,232,147$11,112,406 ▲136.9%191,8611.9%Business ServicesXPXP$19,089,141$14,351,587 ▲302.9%743,9261.9%FinanceTSMTaiwan Semiconductor Manufacturing$19,073,122$19,073,122 ▲New Holding140,1921.9%Computer and TechnologyMDBMongoDB$19,053,109$1,066,595 ▼-5.3%53,1261.9%Computer and TechnologyPANWPalo Alto Networks$18,900,896$15,164,871 ▼-44.5%66,5221.9%Computer and TechnologyEPAMEPAM Systems$18,884,649$363,703 ▲2.0%68,3831.9%Computer and TechnologyENTGEntegris$11,392,313$7,665,754 ▼-40.2%81,0611.1%Computer and TechnologyOKTAOkta$9,788,561$9,788,561 ▲New Holding93,5631.0%Computer and TechnologyFTNTFortinet$9,769,081$9,769,081 ▲New Holding143,0111.0%Computer and TechnologyBABAAlibaba Group$8,809,830$6,219,921 ▼-41.4%121,7500.9%Retail/WholesaleCOMPCompass$8,580,683$406,829 ▼-4.5%2,383,5230.9%Computer and TechnologyCVNACarvana$7,334,331$9,459,555 ▼-56.3%83,4300.7%Retail/WholesaleTREELendingTree$4,818,250$1,610,783 ▲50.2%113,7990.5%FinanceNOWServiceNow$0$43,117,085 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$38,725,129 ▼-100.0%00.0%Computer and TechnologyPINSPinterest$0$27,517,016 ▼-100.0%00.0%Computer and TechnologyTTWOTake-Two Interactive Software$0$27,506,355 ▼-100.0%00.0%Consumer DiscretionaryRBLXRoblox$0$21,584,412 ▼-100.0%00.0%Consumer DiscretionaryNXPINXP Semiconductors$0$18,374,400 ▼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$16,578,842 ▼-100.0%00.0%Computer and TechnologyTOSTToast$0$14,647,460 ▼-100.0%00.0%Computer and TechnologySNAPSnap$0$13,845,354 ▼-100.0%00.0%Computer and TechnologyMRVLMarvell Technology$0$9,452,644 ▼-100.0%00.0%Business ServicesDOCUDocuSign$0$4,160,906 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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