$212 Million is the total value of Alta Park Capital, LP's 23 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PLAN | New | ANAPLAN INC | $14,665,000 | – | 552,580 | +100.0% | 6.90% | – |
| AABA | New | ALTABA INC | $10,140,000 | – | 175,000 | +100.0% | 4.77% | – |
| CRM | New | SALESFORCE COM INC | $9,177,000 | – | 67,000 | +100.0% | 4.32% | – |
| PYPL | New | PAYPAL HLDGS INC | $6,475,000 | – | 77,000 | +100.0% | 3.05% | – |
| ZEN | New | ZENDESK INC | $6,251,000 | – | 107,100 | +100.0% | 2.94% | – |
| VMW | New | VMWARE INC | $5,897,000 | – | 43,000 | +100.0% | 2.78% | – |
| MELI | New | MERCADOLIBRE INC | $3,778,000 | – | 12,900 | +100.0% | 1.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIVE9 INC | 30 | Q3 2023 | 7.0% |
| ALIBABA GROUP HOLDING LTD | 29 | Q3 2023 | 20.8% |
| NETFLIX INC | 28 | Q3 2023 | 11.9% |
| RINGCENTRAL INC-CLASS A | 27 | Q2 2022 | 9.1% |
| DOCUSIGN INC | 22 | Q3 2023 | 30.6% |
| VONAGE HOLDINGS CORP | 22 | Q4 2021 | 6.6% |
| WIX COM LTD | 19 | Q3 2021 | 5.8% |
| PALO ALTO NETWORKS INC | 18 | Q3 2023 | 8.0% |
| BANDWIDTH INC | 17 | Q4 2021 | 12.3% |
| MERCADOLIBRE INC | 17 | Q3 2023 | 6.8% |
View Alta Park Capital, LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Bandwidth Inc. | July 05, 2018 | 213,000 | 2.0% |
View Alta Park Capital, LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Alta Park Capital, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.