Alta Park Capital, Lp Top Holdings and 13F Report (2021) About Alta Park Capital, LpInvestment ActivityAlta Park Capital, Lp has $641.71 million in total holdings as of September 30, 2021.Alta Park Capital, Lp owns shares of 25 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 24.36% of the portfolio was purchased this quarter.About 70.89% of the portfolio was sold this quarter.This quarter, Alta Park Capital, Lp has purchased 34 new stocks and bought additional shares in 7 stocks.Alta Park Capital, Lp sold shares of 12 stocks and completely divested from 14 stocks this quarter.Largest Holdings Netflix $47,766,455NU $44,433,204Apple $37,308,145Applied Materials $34,695,103Western Digital $34,239,436 Largest New Holdings this Quarter 037833100 - Apple $37,308,145 Holding55024U109 - Lumentum $22,543,135 Holding19247G107 - Coherent $22,406,747 Holding573874104 - Marvell Technology $19,810,000 Holding538034109 - Live Nation Entertainment $18,334,447 Holding Largest Purchases this Quarter Apple 147,004 shares (about $37.31M)Lumentum 32,078 shares (about $22.54M)Coherent 94,063 shares (about $22.41M)Marvell Technology 200,000 shares (about $19.81M)Live Nation Entertainment 120,218 shares (about $18.33M) Largest Sales this Quarter SANDISK CORP 145,764 shares (about $92.61M)Western Digital 266,896 shares (about $72.19M)Teradyne 69,576 shares (about $20.63M)NVIDIA 43,350 shares (about $7.56M)Meta Platforms 13,038 shares (about $7.46M) 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 PortfolioSectorNFLXNetflix$47,766,455$16,109,933 â–²50.9%496,7917.4%Consumer DiscretionaryNUNU$44,433,204$4,203,383 â–¼-8.6%3,092,0816.9%FinanceAAPLApple$37,308,145$37,308,145 â–²New Holding147,0045.8%Computer and TechnologyAMATApplied Materials$34,695,103$7,456,491 â–¼-17.7%101,5105.4%Computer and TechnologyWDCWestern Digital$34,239,436$72,192,700 â–¼-67.8%126,5835.3%Computer and TechnologySANDISK CORP$33,121,545$92,609,700 â–¼-73.7%52,1325.2%COMNVDANVIDIA$31,838,638$7,560,240 â–¼-19.2%182,5615.0%Computer and TechnologyASMLASML$27,866,871$3,893,807 â–²16.2%21,0984.3%Computer and TechnologyTERTeradyne$27,729,683$20,626,501 â–¼-42.7%93,5364.3%Computer and TechnologyTSEMTower Semiconductor$26,614,350$2,480,936 â–¼-8.5%151,6664.1%Computer and TechnologyPANWPalo Alto Networks$25,740,017$2,791,973 â–²12.2%160,5544.0%Computer and TechnologyCOMPCompass$24,755,476$1,524,267 â–¼-5.8%3,386,5223.9%Computer and TechnologySPOTSpotify Technology$23,158,332$1,995,405 â–¼-7.9%47,7583.6%Computer and TechnologyLITELumentum$22,543,135$22,543,135 â–²New Holding32,0783.5%Computer and TechnologyMETAMeta Platforms$22,476,127$7,459,431 â–¼-24.9%39,2853.5%Computer and TechnologyCOHRCoherent$22,406,747$22,406,747 â–²New Holding94,0633.5%Business ServicesSSentinelOne$21,320,676$2,015,810 â–²10.4%1,655,3323.3%Computer and TechnologyONTOOnto Innovation$20,862,181$4,282,887 â–¼-17.0%101,7323.3%Computer and TechnologyMRVLMarvell Technology$19,810,000$19,810,000 â–²New Holding200,0003.1%Computer and TechnologyAVGOBroadcom$19,153,717$1,909,367 â–²11.1%61,8843.0%Computer and TechnologyLYVLive Nation Entertainment$18,334,447$18,334,447 â–²New Holding120,2182.9%Consumer DiscretionaryMIRMirion Technologies$18,164,995$7,707,711 â–²73.7%977,1382.8%Business ServicesTWLOTwilio$14,850,157$2,823,401 â–¼-16.0%118,0272.3%Computer and TechnologyMELIMercadoLibre$14,798,682$1,461,022 â–²11.0%8,5592.3%Retail/WholesaleNETSKOPE INC$7,718,1830.0%909,0911.2%CL AAppLovin Corp$0$35,189,576 â–¼-100.0%00.0%COM CL ASMTCSemtech$0$20,907,769 â–¼-100.0%00.0%Computer and TechnologyShopify Inc$0$20,187,570 â–¼-100.0%00.0%CL A SUB VTG SHSCVNACarvana$0$19,164,772 â–¼-100.0%00.0%Retail/WholesaleRubrik Inc$0$18,948,838 â–¼-100.0%00.0%CL ARKTRocket Companies$0$18,809,479 â–¼-100.0%00.0%FinanceDoorDash Inc$0$18,298,225 â–¼-100.0%00.0%CL AMUMicron Technology$0$15,515,458 â–¼-100.0%00.0%Computer and TechnologyUUnity Software$0$13,816,685 â–¼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$10,360,887 â–¼-100.0%00.0%Computer and TechnologyCRDOCredo Technology Group$0$9,765,527 â–¼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$9,724,910 â–¼-100.0%00.0%Computer and TechnologyTTWOTake-Two Interactive Software$0$9,640,042 â–¼-100.0%00.0%Consumer DiscretionaryAXONAxon Enterprise$0$9,383,907 â–¼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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