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Rene Nam-Hee

Alta Park Capital, Lp

Assets Managed
$641.706M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-22.78%(2Q avg: -25.09%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Alta Park Capital, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Alta Park Capital, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 641.706M in assets, with a quarterly growth rate of -22.78% and a 2-quarter average growth rate of -25.09%. The portfolio is managed by Rene Nam-Hee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NFLX
Netflix Inc
Recent Activity
Increased 50.89%
7.45%
$47.766M
496,791 shares@ $96.16 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Decreased -8.64%
6.93%
$44.433M
3.092M shares@ $14.38 avg price
AAPL
Apple Inc
Recent Activity
New Position
5.82%
$37.308M
147,004 shares@ $253.79 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -17.68%
5.41%
$34.695M
101,510 shares@ $341.8 avg price
WDC
Western Digital Corp
Recent Activity
Decreased -67.82%
5.34%
$34.239M
126,583 shares@ $270.5 avg price
SNDK
Sandisk Corp
Recent Activity
Decreased -73.65%
5.17%
$33.122M
52,132 shares@ $635.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -19.18%
4.97%
$31.839M
182,561 shares@ $174.4 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Increased 16.25%
4.35%
$27.867M
21,098 shares@ $1320.83 avg price
TER
Teradyne Inc
Recent Activity
Decreased -42.65%
4.33%
$27.73M
93,536 shares@ $296.47 avg price
TSEM
Tower Semiconductor Ltd
Recent Activity
Decreased -8.52%
4.15%
$26.614M
151,666 shares@ $175.49 avg price

1-10 of 25