Alta Park Capital, LP
San Francisco CA · SEC CIK 0001621855
$6.42亿2026Q1 申报市值
25持仓数
53.9%前十大占比 · 第一大 7.4%
4 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 新建仓+$3,730.81万
LITE 新建仓+$2,254.31万
LYV 新建仓+$1,833.44万
NFLX 加仓+$1,610.99万
MIR 加仓+$770.77万
2026Q1 卖出最多 按季末市值估算
SNDK 减仓-$9,260.97万
WDC 减仓-$7,219.27万
APP 清仓-$3,518.96万
COHR 重新持有-$2,914.64万
TER 减仓-$2,062.65万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $4,776.65万 | 7.44% | 496,791 | 167,550 | 50.9% | $1,610.99万 | 加仓 |
| NU | NU HLDGS LTD | $4,443.32万 | 6.92% | 3,092,081 | -292,511 | -8.6% | -$420.34万 | 减仓 |
| AAPL | APPLE INC | $3,730.81万 | 5.81% | 147,004 | 147,004 | — | $3,730.81万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $3,469.51万 | 5.41% | 101,510 | -21,816 | -17.7% | -$745.65万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3,423.94万 | 5.34% | 126,583 | -266,896 | -67.8% | -$7,219.27万 | 减仓 |
| SNDK | SANDISK CORP | $3,312.15万 | 5.16% | 52,132 | -145,764 | -73.7% | -$9,260.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,183.86万 | 4.96% | 182,561 | -43,350 | -19.2% | -$756.02万 | 减仓 |
| ASML | ASML HLDG NV | $2,786.69万 | 4.34% | 21,098 | 2,948 | 16.2% | $389.38万 | 加仓 |
| TER | TERADYNE INC | $2,772.97万 | 4.32% | 93,536 | -69,576 | -42.7% | -$2,062.65万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,661.43万 | 4.15% | 151,666 | -14,138 | -8.5% | -$248.09万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,574.00万 | 4.01% | 160,554 | 17,415 | 12.2% | $279.20万 | 加仓 |
| COMP | COMPASS INC | $2,475.55万 | 3.86% | 3,386,522 | -208,518 | -5.8% | -$152.43万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,315.83万 | 3.61% | 47,758 | -4,115 | -7.9% | -$199.54万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2,254.31万 | 3.51% | 32,078 | 32,078 | — | $2,254.31万 | 新建仓 |
| META | META PLATFORMS INC | $2,247.61万 | 3.50% | 39,285 | -13,038 | -24.9% | -$745.94万 | 减仓 |
| COHR | COHERENT CORP | $2,240.67万 | 3.49% | 94,063 | -122,356 | -56.5% | -$2,914.64万 | 重新持有 |
| S | SENTINELONE INC | $2,132.07万 | 3.32% | 1,655,332 | 156,507 | 10.4% | $201.58万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $2,086.22万 | 3.25% | 101,732 | -20,885 | -17.0% | -$428.29万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $1,981.00万 | 3.09% | 200,000 | 200,000 | — | $1,981.00万 | 新建仓 |
| AVGO | BROADCOM INC | $1,915.37万 | 2.98% | 61,884 | 6,169 | 11.1% | $190.94万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,833.44万 | 2.86% | 120,218 | 120,218 | — | $1,833.44万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $1,816.50万 | 2.83% | 977,138 | 414,616 | 73.7% | $770.77万 | 加仓 |
| TWLO | TWILIO INC | $1,485.02万 | 2.31% | 118,027 | -22,440 | -16.0% | -$282.34万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,479.87万 | 2.31% | 8,559 | 845 | 11.0% | $146.10万 | 加仓 |
| NTSK | NETSKOPE INC | $771.82万 | 1.20% | 909,091 | 0 | 0.0% | — | 不变 |
| APP | AppLovin Corp | $0 | 0.00% | 0 | -52,224 | -100.0% | -$3,518.96万 | 清仓 |
| SMTC | Semtech Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | Shopify Inc | $0 | 0.00% | 0 | -125,412 | -100.0% | -$2,018.76万 | 清仓 |
| CVNA | Carvana Co | $0 | 0.00% | 0 | -45,412 | -100.0% | -$1,916.48万 | 清仓 |
| RBRK | Rubrik Inc | $0 | 0.00% | 0 | -247,762 | -100.0% | -$1,894.88万 | 清仓 |
| RKT | Rocket Cos Inc | $0 | 0.00% | 0 | -971,564 | -100.0% | -$1,880.95万 | 清仓 |
| DASH | DoorDash Inc | $0 | 0.00% | 0 | -80,794 | -100.0% | -$1,829.82万 | 清仓 |
| MU | Micron Technology Inc | $0 | 0.00% | 0 | -54,362 | -100.0% | -$1,551.55万 | 清仓 |
| U | Unity Software Inc | $0 | 0.00% | 0 | -312,807 | -100.0% | -$1,381.67万 | 清仓 |
| MDB | MongoDB Inc | $0 | 0.00% | 0 | -24,687 | -100.0% | -$1,036.09万 | 清仓 |
| CRDO | Credo Technology Group Holding | $0 | 0.00% | 0 | -67,868 | -100.0% | -$976.55万 | 清仓 |
| GOOGL | Alphabet Inc | $0 | 0.00% | 0 | -31,070 | -100.0% | -$972.49万 | 清仓 |
| TTWO | Take-Two Interactive Software | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | Axon Enterprise Inc | $0 | 0.00% | 0 | -16,523 | -100.0% | -$938.39万 | 清仓 |