Alta Park Capital, LP
13F filer · CIK 1621855 · San Francisco, CA
Summary
Alta Park Capital, LP reported $1.09B across 27 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SNDK (10.9%), WDC (8.0%), MRVL (5.8%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 6, trimmed 7 and sold out of 9.
Reported value$1.09B
Positions27incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions11
Added6
Trimmed7
Sold out9
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.9%Value $118.53MPrice $1730Shares 52KSince Jun 30 -23.92%
Weight 8.0%Value $87.02MPrice $453.48Shares 136K +7.63%Since Jun 30 -29.00%
Weight 5.8%Value $63.71MPrice $263.27Shares 214KSince Jun 30 -11.62%
Weight 5.5%Value $60.40MPrice $512.01Shares 84K -17.70%Since Jun 30 -29.18%
Weight 5.4%Value $58.44MPrice $403.02Shares 121K +29.13%Since Jun 30 -16.70%
Weight 5.3%Value $57.52MPrice $607.57Shares 99KSince Jun 30 +4.59%
Weight 5.1%Value $56.06MPrice $202.78Shares 224KSince Jun 30 -18.88%
Weight 5.0%Value $54.75MPrice $388.41Shares 161KSince Jun 30 +13.90%
Weight 4.4%Value $47.69MPrice $9.01Shares 3.87M +14.22%Since Jun 30 -26.93%
Weight 4.2%Value $45.46MPrice $12.35Shares 3.40M +10.04%Since Jun 30 -7.56%
Weight 3.8%Value $41.75MPrice $180.10Shares 258KSince Jun 30 +11.28%
Weight 3.6%Value $38.83MPrice $47.86Shares 471KSince Jun 30 -41.92%
Weight 3.5%Value $38.42MPrice $1834Shares 19K -8.47%Since Jun 30 -7.79%
Weight 3.5%Value $37.97MPrice $53.24Shares 507KSince Jun 30 -28.91%
Weight 3.1%Value $34.20MPrice $234.43Shares 131K -13.48%Since Jun 30 -10.06%
Weight 2.9%Value $31.58MPrice $227.21Shares 158K -13.55%Since Jun 30 +13.55%
Weight 2.8%Value $30.37MPrice $23.31Shares 1.79M +8.10%Since Jun 30 +37.36%
DPC HOLDINGS PLCNo ticker matchNew
Weight 2.6%Value $28.65MShares 584K
Weight 2.2%Value $24.19MPrice $268.56Shares 93KSince Jun 30 +3.15%
Weight 2.2%Value $24.17MPrice $330.31Shares 95KSince Jun 30 +29.79%
Weight 2.2%Value $23.79MPrice $738.79Shares 42K +7.50%Since Jun 30 +31.16%
Weight 2.0%Value $22.10MPrice $70.30Shares 310K -37.70%Since Jun 30 -1.54%
Weight 1.3%Value $13.71MPrice $1725Shares 8,075 -5.65%Since Jun 30 +1.62%
Weight 1.2%Value $13.00MPrice $292.21Shares 33K -64.95%Since Jun 30 -25.92%
Weight 1.2%Value $12.82MPrice $93.08Shares 135KSince Jun 30 -2.17%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.9% | $118.53M | -23.92% | — | Hold | |
| 8.0% | $87.02M | -29.00% | +7.63% | Add | |
| 5.8% | $63.71M | -11.62% | — | New | |
| 5.5% | $60.40M | -29.18% | -17.70% | Trim | |
| 5.4% | $58.44M | -16.70% | +29.13% | Add | |
| 5.3% | $57.52M | +4.59% | — | New | |
| 5.1% | $56.06M | -18.88% | — | New | |
| 5.0% | $54.75M | +13.90% | — | Hold | |
| 4.4% | $47.69M | -26.93% | +14.22% | Add | |
| 4.2% | $45.46M | -7.56% | +10.04% | Add | |
| 3.8% | $41.75M | +11.28% | — | New | |
| 3.6% | $38.83M | -41.92% | — | New | |
| 3.5% | $38.42M | -7.79% | -8.47% | Trim | |
| 3.5% | $37.97M | -28.91% | — | New | |
| 3.1% | $34.20M | -10.06% | -13.48% | Trim | |
| 2.9% | $31.58M | +13.55% | -13.55% | Trim | |
| 2.8% | $30.37M | +37.36% | +8.10% | Add | |
| DPC HOLDINGS PLCNo ticker match | 2.6% | $28.65M | — | — | New |
| 2.2% | $24.19M | +3.15% | — | New | |
| 2.2% | $24.17M | +29.79% | — | New | |
| 2.2% | $23.79M | +31.16% | +7.50% | Add | |
| 2.0% | $22.10M | -1.54% | -37.70% | Trim | |
| 1.3% | $13.71M | +1.62% | -5.65% | Trim | |
| 1.2% | $13.00M | -25.92% | -64.95% | Trim | |
| 1.2% | $12.82M | -2.17% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.