Alta Park Capital, LP
San Francisco CA · SEC CIK 0001621855
$10.91亿2026Q2 申报市值
27持仓数
59.5%前十大占比 · 第一大 10.9%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MRVL 新建仓+$6,370.82万
AMD 新建仓+$5,752.00万
TTWO 重新持有+$4,664.33万
GFS 新建仓+$3,883.17万
STM 新建仓+$3,796.75万
2026Q2 卖出最多 按季末市值估算
AAPL 清仓-$3,730.81万
COHR 减仓-$2,410.13万
SPOT 清仓-$2,315.83万
LITE 清仓-$2,254.31万
ONTO 清仓-$2,086.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $1.19亿 | 10.86% | 52,132 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $8,701.79万 | 7.97% | 136,238 | 9,655 | 7.6% | $616.68万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6,370.82万 | 5.84% | 213,865 | 213,865 | — | $6,370.82万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $6,040.01万 | 5.53% | 83,541 | -17,969 | -17.7% | -$1,299.16万 | 减仓 |
| TER | TERADYNE INC | $5,843.77万 | 5.35% | 120,779 | 27,243 | 29.1% | $1,318.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,752.00万 | 5.27% | 99,017 | 99,017 | — | $5,752.00万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5,605.55万 | 5.14% | 224,240 | 186,588 | 495.6% | $4,664.33万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $5,475.21万 | 5.02% | 160,554 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $4,769.15万 | 4.37% | 3,867,921 | 481,399 | 14.2% | $593.56万 | 加仓 |
| NU | NU HLDGS LTD | $4,545.61万 | 4.17% | 3,402,399 | 310,318 | 10.0% | $414.58万 | 加仓 |
| SMTC | SEMTECH CORP | $4,174.73万 | 3.83% | 257,938 | -25,788 | -9.1% | -$417.38万 | 重新持有 |
| GFS | GLOBALFOUNDRIES INC | $3,883.17万 | 3.56% | 471,201 | 471,201 | — | $3,883.17万 | 新建仓 |
| ASML | ASML HLDG NV | $3,841.61万 | 3.52% | 19,310 | -1,788 | -8.5% | -$355.71万 | 减仓 |
| STM | STMICROELECTRONICS N V | $3,796.75万 | 3.48% | 506,977 | 506,977 | — | $3,796.75万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $3,420.01万 | 3.13% | 131,216 | -20,450 | -13.5% | -$533.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,157.82万 | 2.89% | 157,820 | -24,741 | -13.6% | -$495.04万 | 减仓 |
| S | SENTINELONE INC | $3,036.74万 | 2.78% | 1,789,478 | 134,146 | 8.1% | $227.65万 | 加仓 |
| DPC | DPC HOLDINGS PLC | $2,865.49万 | 2.63% | 584,079 | 584,079 | — | $2,865.49万 | 新建仓 |
| DDOG | DATADOG INC | $2,419.11万 | 2.22% | 92,914 | 92,914 | — | $2,419.11万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $2,416.88万 | 2.21% | 94,966 | 94,966 | — | $2,416.88万 | 新建仓 |
| META | META PLATFORMS INC | $2,378.77万 | 2.18% | 42,230 | 2,945 | 7.5% | $165.89万 | 加仓 |
| NFLX | NETFLIX INC. | $2,209.87万 | 2.02% | 309,505 | -187,286 | -37.7% | -$1,337.22万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,370.64万 | 1.26% | 8,075 | -484 | -5.7% | -$82.15万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $1,340.58万 | 1.23% | 141,800 | 141,800 | — | $1,340.58万 | 新建仓 |
| COHR | COHERENT CORP | $1,300.37万 | 1.19% | 32,965 | -61,098 | -65.0% | -$2,410.13万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,281.54万 | 1.17% | 134,700 | 134,700 | — | $1,281.54万 | 新建仓 |
| OKTA | OKTA INC | $1,281.27万 | 1.17% | 93,900 | 93,900 | — | $1,281.27万 | 新建仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -147,004 | -100.0% | -$3,730.81万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -47,758 | -100.0% | -$2,315.83万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -32,078 | -100.0% | -$2,254.31万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -101,732 | -100.0% | -$2,086.22万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,981.00万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -61,884 | -100.0% | -$1,915.37万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -120,218 | -100.0% | -$1,833.44万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -977,138 | -100.0% | -$1,816.50万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -118,027 | -100.0% | -$1,485.02万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -909,091 | -100.0% | -$771.82万 | 清仓 |