APC

Alta Park Capital Portfolio holdings

AUM $993M
1-Year Est. Return 122.32%
This Quarter Est. Return
1 Year Est. Return
+122.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$42.5M
3
+$42.1M
4
TWLO icon
Twilio
TWLO
+$38M
5
DASH icon
DoorDash
DASH
+$34.7M

Top Sells

1
+$58.6M
2
+$26.2M
3
+$24.4M
4
RDDT icon
Reddit
RDDT
+$22.2M
5
FWONK icon
Liberty Media Series C
FWONK
+$19.4M

Sector Composition

1 Technology 45.94%
2 Communication Services 21.86%
3 Consumer Discretionary 17.28%
4 Financials 8.32%
5 Industrials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
26
Micron Technology
MU
$408B
$8.48M 0.96%
+68,814
MRVL icon
27
Marvell Technology
MRVL
$68.2B
$7.99M 0.91%
+103,282
COIN icon
28
Coinbase
COIN
$65B
$7.74M 0.88%
+22,077
ALAB icon
29
Astera Labs
ALAB
$30.7B
$7.53M 0.86%
+83,318
VOYG
30
Voyager Technologies
VOYG
$2.07B
$5.98M 0.68%
+152,350
MQ icon
31
Marqeta
MQ
$1.96B
$3.48M 0.39%
596,255
BABA icon
32
Alibaba
BABA
$395B
– –
-443,258
GDDY icon
33
GoDaddy
GDDY
$14.1B
– –
-47,762
JD icon
34
JD.com
JD
$41B
– –
-593,216
LSCC icon
35
Lattice Semiconductor
LSCC
$11.4B
– –
-81,124
NDAQ icon
36
Nasdaq
NDAQ
$57.7B
– –
-345,449
OKTA icon
37
Okta
OKTA
$15.9B
– –
-19,824
RDDT icon
38
Reddit
RDDT
$43.8B
– –
-211,614
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