Alta Park Capital, Lp Top Holdings and 13F Report (2021) About Alta Park Capital, LpInvestment ActivityAlta Park Capital, Lp has $786.58 million in total holdings as of September 30, 2021.Alta Park Capital, Lp owns shares of 34 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 38.04% of the portfolio was purchased this quarter.About 44.92% of the portfolio was sold this quarter.This quarter, Alta Park Capital, Lp has purchased 29 new stocks and bought additional shares in 7 stocks.Alta Park Capital, Lp sold shares of 14 stocks and completely divested from 8 stocks this quarter.Largest Holdings NU $57,223,407SentinelOne $50,517,940Applied Materials $48,492,000Alibaba Group $48,025,455GitLab $41,054,960 Largest New Holdings this Quarter Applied Materials $48,492,000 HoldingNetflix $29,627,626 HoldingBroadcom $27,601,208 HoldingLam Research $24,482,400 HoldingAutodesk $20,684,416 Holding Largest Purchases this Quarter Applied Materials 240,000 shares (about $48.49M)Netflix 41,772 shares (about $29.63M)Broadcom 160,007 shares (about $27.60M)Lam Research 30,000 shares (about $24.48M)MercadoLibre 10,722 shares (about $22.00M) Largest Sales this Quarter Amazon.com 205,329 shares (about $38.26M)NVIDIA 195,016 shares (about $23.68M)Spotify Technology 41,680 shares (about $15.36M)Oracle 85,032 shares (about $14.49M)Alibaba Group 97,442 shares (about $10.34M) 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 PortfolioSectorNUNU$57,223,407$8,497,070 ▼-12.9%4,192,1917.3%Business ServicesSSentinelOne$50,517,940$3,201,501 ▲6.8%2,111,9546.4%Computer and TechnologyAMATApplied Materials$48,492,000$48,492,000 ▲New Holding240,0006.2%Computer and TechnologyBABAAlibaba Group$48,025,455$10,340,545 ▼-17.7%452,5586.1%Retail/WholesaleGTLBGitLab$41,054,960$5,018,295 ▲13.9%796,5655.2%Computer and TechnologyMELIMercadoLibre$33,050,920$22,001,115 ▲199.1%16,1074.2%Retail/WholesaleNFLXNetflix$29,627,626$29,627,626 ▲New Holding41,7723.8%Consumer DiscretionaryFWONKFormula One Group$28,919,408$510,186 ▼-1.7%373,4913.7%Consumer DiscretionaryAVGOBroadcom$27,601,208$27,601,208 ▲New Holding160,0073.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$26,749,695$155,782 ▲0.6%154,0263.4%Computer and TechnologySPOTSpotify Technology$26,561,431$15,360,330 ▼-36.6%72,0743.4%Business ServicesLRCXLam Research$24,482,400$24,482,400 ▲New Holding30,0003.1%Computer and TechnologyMETAMeta Platforms$21,986,848$1,006,350 ▲4.8%38,4092.8%Computer and TechnologyNVDANVIDIA$21,501,681$23,682,743 ▼-52.4%177,0562.7%Computer and TechnologyAMZNAmazon.com$20,895,978$38,258,953 ▼-64.7%112,1452.7%Retail/WholesaleADSKAutodesk$20,684,416$20,684,416 ▲New Holding75,0852.6%Computer and TechnologyZZillow Group$20,340,439$8,174,332 ▲67.2%318,5662.6%FinanceDKNGDraftKings$19,837,199$19,837,199 ▲New Holding506,0512.5%Consumer DiscretionaryORCLOracle$18,939,449$14,489,453 ▼-43.3%111,1472.4%Computer and TechnologyNYTNew York Times$18,653,792$18,653,792 ▲New Holding335,0782.4%Consumer StaplesMSFTMicrosoft$18,415,549$8,608,151 ▼-31.9%42,7972.3%Computer and TechnologyCOMPCompass$18,316,222$3,111,988 ▲20.5%2,997,7452.3%Computer and TechnologyPANWPalo Alto Networks$17,944,500$4,792,720 ▼-21.1%52,5002.3%Computer and TechnologyZSZscaler$16,445,966$16,445,966 ▲New Holding96,2092.1%Computer and TechnologyMUMicron Technology$16,248,142$6,899,308 ▼-29.8%156,6692.1%Computer and TechnologyMQMarqeta$14,533,892$2,730,861 ▼-15.8%2,954,0431.8%Business ServicesRBLXRoblox$13,440,301$13,440,301 ▲New Holding303,6671.7%Consumer DiscretionaryCVNACarvana$10,597,727$5,760,081 ▼-35.2%60,8681.3%Retail/WholesaleAppLovin Corp$9,522,578$9,522,578 ▲New Holding72,9421.2%COM CL AADBEAdobe$9,327,289$9,327,289 ▲New Holding18,0141.2%Computer and TechnologyESTCElastic$9,285,120$4,025,832 ▼-30.2%120,9631.2%Computer and TechnologyWIXWix.com$9,241,158$9,241,158 ▲New Holding55,2801.2%Computer and TechnologyNDAQNasdaq$9,156,038$9,156,038 ▲New Holding125,4081.2%FinanceOKTAOkta$8,957,375$10,078,497 ▼-52.9%120,4921.1%Computer and TechnologyAAPLApple$0$54,383,137 ▼-100.0%00.0%Computer and TechnologyAPHAmphenol$0$30,865,835 ▼-100.0%00.0%Computer and TechnologyGDDYGoDaddy$0$29,385,344 ▼-100.0%00.0%Computer and TechnologyDDOGDatadog$0$24,986,075 ▼-100.0%00.0%Computer and TechnologySNAPSnap$0$22,949,223 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$18,175,291 ▼-100.0%00.0%Computer and TechnologyHUBSHubSpot$0$9,420,716 ▼-100.0%00.0%Computer and TechnologyVRTVertiv$0$9,098,940 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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