MENLO PARK, CA · CIK 0001541617
Altimeter Capital
Altimeter Capital Management, LP
Portfolio value
$5.55B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC Class A | META |
19.4%
|
$1.08B | 1,842,186 SH | — |
| 2 | NVIDIA CORPORATION | NVDA |
19.0%
|
$1.05B | 7,845,769 SH | — |
| 3 | SNOWFLAKE INC Class A | SNOW |
13.9%
|
$768.7M | 4,978,310 SH | — |
| 4 | MICROSOFT CORP | MSFT |
7.6%
|
$418.8M | 993,480 SH | — |
| 5 | UBER TECHNOLOGIES INC | UBER |
6.1%
|
$337.1M | 5,588,792 SH | — |
| 6 | CONFLUENT INC Class A | 8QR |
5.9%
|
$328.4M | 11,746,370 SH | — |
| 7 | AMAZON COM INC | AMZN |
3.4%
|
$191.1M | 871,225 SH | — |
| 8 | ALPHABET INC Class A | GOOGL |
3.0%
|
$164.2M | 867,305 SH | — |
| 9 | TESLA INC | TSLA |
2.6%
|
$143.4M | 355,130 SH | — |
| 10 | COUPANG INC Class A | CPNG |
2.4%
|
$131.6M | 5,985,890 SH | — |
| 11 | RUBRIK INC. Class A | RBRK |
1.9%
|
$107.3M | 1,642,098 SH | — |
| 12 | MAPLEBEAR INC | CART |
1.9%
|
$105.1M | 2,537,618 SH | — |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
1.8%
|
$99.6M | 504,380 SH | — |
| 14 | FLUTTER ENTMT PLC | FLUT |
1.8%
|
$98.3M | 380,315 SH | — |
| 15 | ZILLOW GROUP INC Class C | Z |
1.7%
|
$96.3M | 1,300,738 SH | — |
| 16 | SALESFORCE INC | CRM |
1.6%
|
$90.8M | 271,725 SH | — |
| 17 | ASTERA LABS INC | ALAB |
1.4%
|
$77.4M | 584,430 SH | — |
| 18 | SAMSARA INC Class A | IOT |
1.1%
|
$63.7M | 1,458,148 SH | — |
| 19 | TWILIO INC Class A | TWLO |
1.1%
|
$63.0M | 582,915 SH | — |
| 20 | MERCADOLIBRE INC | MELI |
1.1%
|
$61.6M | 36,255 SH | — |
| 21 | MICRON TECHNOLOGY INC | MU |
0.9%
|
$51.7M | 614,595 SH | — |
| 22 | DUOLINGO INC Class A | DUOL |
0.2%
|
$9.8M | 30,375 SH | — |
| 23 | SERVICETITAN INC Class A | TTAN |
0.1%
|
$4.1M | 40,000 SH | — |
| 24 | GRAB HOLDINGS LIMITED W Exp 12/1/202 | GRAB |
0.0%
|
$1.4M | 3,502,000 SH | — |
New this quarter
No new positions.
Exited this quarter
No exits.