Alta Park Capital as of March 31, 2024
Portfolio Holdings for Alta Park Capital
Alta Park Capital holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU) | 6.3 | $62M | 5.2M | 11.93 | |
| Amazon (AMZN) | 6.0 | $60M | 331k | 180.38 | |
| Block Cl A (SQ) | 5.8 | $57M | 678k | 84.58 | |
| Invesco QQQ Trust Series 1 Unit Ser 1 Put Option (QQQ) | 5.6 | $56M | 125k | 444.01 | |
| Netflix (NFLX) | 4.9 | $49M | 81k | 607.33 | |
| Meta Platforms Cl A (META) | 4.8 | $47M | 97k | 485.58 | |
| SentinelOne Cl A (S) | 4.5 | $45M | 1.9M | 23.31 | |
| Microsoft Corporation (MSFT) | 4.2 | $42M | 99k | 420.72 | |
| Advanced Micro Devices (AMD) | 4.0 | $39M | 218k | 180.49 | |
| Gitlab Class A Com (GTLB) | 3.8 | $38M | 656k | 58.32 | |
| GoDaddy Cl A (GDDY) | 3.1 | $31M | 264k | 118.68 | |
| Spotify Technology SA SHS (SPOT) | 3.1 | $31M | 115k | 263.90 | |
| Micron Technology (MU) | 2.9 | $29M | 249k | 117.89 | |
| NVIDIA Corporation (NVDA) | 2.9 | $29M | 32k | 903.56 | |
| Workday Cl A (WDAY) | 2.9 | $29M | 105k | 272.75 | |
| salesforce (CRM) | 2.8 | $28M | 94k | 301.18 | |
| MercadoLibre (MELI) | 2.7 | $27M | 18k | 1511.96 | |
| Globant S A (GLOB) | 2.2 | $22M | 108k | 201.90 | |
| Marqeta Class A Com (MQ) | 2.1 | $21M | 3.5M | 5.96 | |
| Hubspot (HUBS) | 2.1 | $21M | 33k | 626.56 | |
| Snowflake Cl A (SNOW) | 1.9 | $19M | 120k | 161.60 | |
| Datadog Cl A Com (DDOG) | 1.9 | $19M | 157k | 123.60 | |
| Intel Corporation (INTC) | 1.9 | $19M | 438k | 44.17 | |
| Elastic NV Ord Shs (ESTC) | 1.9 | $19M | 192k | 100.24 | |
| XP Cl A (XP) | 1.9 | $19M | 744k | 25.66 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $19M | 140k | 136.05 | |
| MongoDB Cl A (MDB) | 1.9 | $19M | 53k | 358.64 | |
| Palo Alto Networks (PANW) | 1.9 | $19M | 67k | 284.13 | |
| Epam Systems (EPAM) | 1.9 | $19M | 68k | 276.16 | |
| Entegris (ENTG) | 1.1 | $11M | 81k | 140.54 | |
| Okta Cl A (OKTA) | 1.0 | $9.8M | 94k | 104.62 | |
| Fortinet (FTNT) | 1.0 | $9.8M | 143k | 68.31 | |
| Alibaba Group Holding Sponsored Ads (BABA) | 0.9 | $8.8M | 122k | 72.36 | |
| Compass Cl A (COMP) | 0.9 | $8.6M | 2.4M | 3.60 | |
| Carvana Co cl a (CVNA) | 0.7 | $7.3M | 83k | 87.91 | |
| Tree (TREE) | 0.5 | $4.8M | 114k | 42.34 |
