Alta Park Capital, LP

Portfolio Overview

Alta Park Capital, LP reported a significant contraction in portfolio value for the quarter ending September 30, 2025, with total assets under management (AUM) decreasing by 15.6%, from $881.14 million to $743.34 million. This reduction cannot be attributed solely to market movements, as the fund undertook a substantial overhaul of its holdings. The manager executed a high-turnover strategy, completely exiting 15 positions while initiating 11 new ones. The portfolio remai...