Alta Park Capital, Lp Top Holdings and 13F Report (2021) About Alta Park Capital, LpInvestment ActivityAlta Park Capital, Lp has $1.09 billion in total holdings as of September 30, 2021.Alta Park Capital, Lp owns shares of 27 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 35.34% of the portfolio was purchased this quarter.About 22.65% of the portfolio was sold this quarter.This quarter, Alta Park Capital, Lp has purchased 25 new stocks and bought additional shares in 7 stocks.Alta Park Capital, Lp sold shares of 7 stocks and completely divested from 9 stocks this quarter.Largest Holdings SANDISK CORP $118,534,092Western Digital $87,017,935Marvell Technology $63,708,245Applied Materials $60,400,143Teradyne $58,437,711 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $57,519,965 Holding874054109 - Take-Two Interactive Software $56,055,515 Holding816850101 - Semtech $41,747,265 HoldingG39387108 - GlobalFoundries $38,831,674 Holding861012102 - STMicroelectronics $37,967,508 Holding Largest Purchases this Quarter Advanced Micro Devices 99,017 shares (about $57.52M)Take-Two Interactive Software 224,240 shares (about $56.06M)Semtech 257,938 shares (about $41.75M)GlobalFoundries 471,201 shares (about $38.83M)STMicroelectronics 506,977 shares (about $37.97M) Largest Sales this Quarter Coherent 61,098 shares (about $24.10M)Netflix 187,286 shares (about $13.37M)Applied Materials 17,969 shares (about $12.99M)Tower Semiconductor 20,450 shares (about $5.33M)NVIDIA 24,741 shares (about $4.95M) 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 PortfolioSectorSANDISK CORP$118,534,0920.0%52,13210.9%COMWDCWestern Digital$87,017,935$6,166,842 â–²7.6%136,2388.0%TechnologyMRVLMarvell Technology$63,708,245$4,130,245 â–²6.9%213,8655.8%TechnologyAMATApplied Materials$60,400,143$12,991,587 â–¼-17.7%83,5415.5%TechnologyTERTeradyne$58,437,711$13,181,253 â–²29.1%120,7795.4%TechnologyAMDAdvanced Micro Devices$57,519,965$57,519,965 â–²New Holding99,0175.3%TechnologyTTWOTake-Two Interactive Software$56,055,515$56,055,515 â–²New Holding224,2405.1%Communication ServicesPANWPalo Alto Networks$54,752,1250.0%160,5545.0%TechnologyCOMPCompass$47,691,466$5,935,650 â–²14.2%3,867,9214.4%Real EstateNUNU$45,456,051$4,145,849 â–²10.0%3,402,3994.2%FinanceSMTCSemtech$41,747,265$41,747,265 â–²New Holding257,9383.8%TechnologyGFSGlobalFoundries$38,831,674$38,831,674 â–²New Holding471,2013.6%TechnologyASMLASML$38,416,086$3,557,119 â–¼-8.5%19,3103.5%TechnologySTMSTMicroelectronics$37,967,508$37,967,508 â–²New Holding506,9773.5%TechnologyTSEMTower Semiconductor$34,200,138$5,330,088 â–¼-13.5%131,2163.1%TechnologyNVDANVIDIA$31,578,204$4,950,427 â–¼-13.6%157,8202.9%TechnologySSentinelOne$30,367,442$2,276,458 â–²8.1%1,789,4782.8%TechnologyDPC HOLDINGS PLC$28,654,916$28,654,916 â–²New Holding584,0792.6%ORDINARY SHARESDDOGDatadog$24,191,089$24,191,089 â–²New Holding92,9142.2%TechnologySNOWSnowflake$24,168,847$24,168,847 â–²New Holding94,9662.2%TechnologyMETAMeta Platforms$23,787,737$1,658,889 â–²7.5%42,2302.2%Communication ServicesNFLXNetflix$22,098,657$13,372,220 â–¼-37.7%309,5052.0%Communication ServicesMELIMercadoLibre$13,706,424$821,537 â–¼-5.7%8,0751.3%Consumer DiscretionaryONonsemi$13,405,772$13,405,772 â–²New Holding141,8001.2%TechnologyCOHRCoherent$13,003,704$24,101,329 â–¼-65.0%32,9651.2%TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$12,815,358$12,815,358 â–²New Holding134,7001.2%Communication ServicesOKTAOkta$12,812,655$12,812,655 â–²New Holding93,9001.2%TechnologyAAPLApple$0$37,308,145 â–¼-100.0%00.0%TechnologySPOTSpotify Technology$0$23,158,332 â–¼-100.0%00.0%Communication ServicesLITELumentum$0$22,543,135 â–¼-100.0%00.0%TechnologyONTOOnto Innovation$0$20,862,181 â–¼-100.0%00.0%TechnologyAVGOBroadcom$0$19,153,717 â–¼-100.0%00.0%TechnologyLYVLive Nation Entertainment$0$18,334,447 â–¼-100.0%00.0%Communication ServicesMIRMirion Technologies$0$18,164,995 â–¼-100.0%00.0%TechnologyTWLOTwilio$0$14,850,157 â–¼-100.0%00.0%TechnologyNETSKOPE INC$0$7,718,183 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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