$808 Million is the total value of Alta Park Capital, LP's 30 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOGL | New | Alphabet Inccap stk cl a | $33,369,300 | – | 255,000 | +100.0% | 4.13% | – |
XP | New | XP Inccl a | $27,697,917 | – | 1,201,645 | +100.0% | 3.43% | – |
BILL | New | BILL Holdings Inc | $25,503,093 | – | 234,900 | +100.0% | 3.16% | – |
AMD | New | Advanced Micro Devices Inc | $25,238,403 | – | 245,462 | +100.0% | 3.12% | – |
UBER | New | Uber Technologies Inc | $17,114,811 | – | 372,142 | +100.0% | 2.12% | – |
HUBS | New | HubSpot Inc | $16,862,215 | – | 34,238 | +100.0% | 2.09% | – |
EPAM | New | EPAM Systems Inc | $8,572,774 | – | 33,528 | +100.0% | 1.06% | – |
New | Atlassian Corpcl a | $8,423,118 | – | 41,800 | +100.0% | 1.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-02-14 |
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 |
13F-HR | 2021-11-15 |
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.