ALTA PARK CAPITAL, LP
ALTA PARK CAPITAL, LP runs ALTA PARK CAPITAL, LP and currently holds 27 stock positions, which is fewer than the average of 230 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 #76 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%.
27 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SNDK SANDISK CORP | 10.86% | $112.20 | $1,596.10 | +1,322.55% | Held |
WDC WESTERN DIGITAL CORP | 7.97% | $104.72 | $459.44 | +338.73% | Added +7.63% |
MRVL MARVELL TECHNOLOGY INC | 5.84% | $297.89 | $237.04 | -20.43% | New Buy |
AMAT APPLIED MATLS INC | 5.53% | $204.74 | $492.32 | +140.46% | Trimmed -17.70% |
TER TERADYNE INC | 5.35% | $215.73 | $375.74 | +74.17% | Added +29.13% |
AMD ADVANCED MICRO DEVICES INC | 5.27% | $580.91 | $473.25 | -18.53% | New Buy |
TTWO TAKE-TWO INTERACTIVE SOFTWAR | 5.14% | $249.98 | $239.62 | -4.14% | Added +100.00% |
PANW PALO ALTO NETWORKS INC | 5.02% | $116.07 | $358.04 | +208.47% | Held |
COMP COMPASS INC | 4.37% | $6.20 | $11.75 | +89.52% | Added +14.22% |
NU NU HLDGS LTD | 4.17% | $9.01 | $14.58 | +61.76% | Added +10.04% |
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