ALTA PARK CAPITAL, LP 13F Portfolio
ALTA PARK CAPITAL, LP runs ALTA PARK CAPITAL, LP and currently holds 27 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.09B. Their top holdings are SNDK, WDC, MRVL, AMAT, TER. The top five represent 35.6% of reported portfolio weight. ALTA PARK CAPITAL, LP ranks #78 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ALTA PARK CAPITAL, LP initiated 8 new positions. They added to 8 existing positions. They trimmed 7 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$1.09B
Alpha Score
152.0
#78 of 1000
Holdings
27
ALTA PARK CAPITAL, LP Current 13F Holdings
Reported holdings from ALTA PARK CAPITAL, LP's latest SEC 13F filing, ranked by portfolio weight.
27 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SNDK SANDISK CORP | 10.86% | $112.20 | $1,581.82 | +1,309.82% | Held |
 WDC WESTERN DIGITAL CORP | 7.97% | $104.72 | $397.28 | +279.37% | Added +7.63% |
 MRVL MARVELL TECHNOLOGY INC | 5.84% | $297.89 | $275.28 | -7.59% | New Buy |
 AMAT APPLIED MATLS INC | 5.53% | $204.74 | $507.03 | +147.65% | Trimmed -17.70% |
 TER TERADYNE INC | 5.35% | $215.73 | $402.68 | +86.66% | Added +29.13% |
 AMD ADVANCED MICRO DEVICES INC | 5.27% | $580.91 | $608.10 | +4.68% | New Buy |
 TTWO TAKE-TWO INTERACTIVE SOFTWAR | 5.14% | $249.98 | $213.44 | -14.62% | Added +100.00% |
 PANW PALO ALTO NETWORKS INC | 5.02% | $116.07 | $418.78 | +260.80% | Held |
 COMP COMPASS INC | 4.37% | $6.20 | $9.39 | +51.45% | Added +14.22% |
 NU NU HLDGS LTD | 4.17% | $9.01 | $16.12 | +78.86% | Added +10.04% |
Showing 1-10 of 27