Alta Park Capital, LP Q3 vs. Q4 2022: A Look at the Changing 13F Holdings

As an investor, keeping track of the changes in your favorite fund's holdings can provide crucial insights into the market. In this article, we'll take a closer look at Alta Park Capital, LP's Q3 2022 and Q4 2022 13F holdings and analyze the significant changes.

Firstly, BABA, or Alibaba Group Holding, Ltd., had no shares in Q3 2022. However, the company's shares rose to 935,754 in Q4 2022, reflecting a $82,430,000 increase in value. Additionally, NFLX, or Netflix Inc., showed a 55.1% increase in its shares, with a rise from 147,637 in Q3 2022 to 182,778 in Q4 2022. The company's shares also rose to $53,897,000, indicating an increased interest in the streaming service.

Another significant change in Alta Park Capital, LP's holdings was concerning Toast, Inc., or TOST. The company's stock saw a dip of 32.2%, with the Q4 2022 holdings showing a decrease to 2,228,855 shares from 3,543,095 shares in Q3 2022. It also resulted in a change in value to $40,186,000 from $59,241,000.

JD.com, Inc., or JD, displayed a staggering 228% change in shares. The Q3 2022 shares of 239,797 rose to 707,029 in Q4 2022, resulting in a substantial increase in value to $39,685,000 from $12,062,000. This increase hints at growing investor confidence in the company's growth trajectory.

A similar trend was noticed in NU Holdings Ltd./Cayman Islands or NU, which saw a 25.3% decline in its shares. The Q3 2022 shares of 7,793,005 declined to 6,290,160 in Q4 2022, resulting in a dip in value to $25,600,000 from $34,289,000. This decline could be a result of the market's skepticism regarding the company's future prospects.

Finally, Uber Technologies, Inc., or UBER, saw its holdings decrease from 974,950 shares in Q3 2022 to none in Q4 2022. This change indicates a radical shift in the fund's outlook towards the company.

In conclusion, the changes observed in Alta Park Capital, LP's 13F holdings reflect market trends and highlight possible investment opportunities. As an investor, analyzing these trends can help you make informed investment decisions.