0001541617-24-000007
Altimeter Capital Management, LP
Total Value: $6,731,598,776
Total Holdings: 20
| Quarter | Filling ID |
|---|---|
| Q2 25 | 0002002654-25-000004 |
| Q1 25 | 0002002654-25-000003 |
| Q4 24 | 0002002654-25-000001 |
| Q3 24 | 0002002654-24-000005 |
| Q2 24 | 0002002654-24-000004 |
| Q1 24 | 0002002654-24-000002 |
| Q4 23 | 0002002654-24-000001 |
| Q3 23 | 0002002654-23-000008 |
| Q2 23 | 0002002654-23-000007 |
| Q1 23 | 0002002654-23-000006 |
| Q4 22 | 0002002654-23-000005 |
| Q3 22 | 0002002654-23-000004 |
| Q2 22 | 0002002654-23-000003 |
| Q1 22 | 0002002654-23-000002 |
| Q4 21 | 0002002654-23-000001 |
| Name | Title | CUSIP | Value | Shares | Share Price | Investment | % of Portfolio |
|---|---|---|---|---|---|---|---|
| SNOWFLAKE INC | CL A | 833445109 | $1,290,210,277 | 9,550,746 | SOLE | ||
| META PLATFORMS INC | CL A | 30303M102 | $1,156,005,530 | 2,292,661 | SOLE | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | $982,274,561 | 13,515,060 | SOLE | ||
| NVIDIA CORPORATION | COM | 67066G104 | $956,299,667 | 7,740,810 | SOLE | ||
| MICROSOFT CORP | COM | 594918104 | $726,579,798 | 1,625,640 | SOLE | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | $380,613,883 | 12,889,058 | SOLE | ||
| ASTERA LABS INC | COM | 23135106 | $277,184,273 | 1,434,330 | SOLE | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | $227,900,896 | 1,714,185 | SOLE | ||
| AMPHENOL CORP NEW | CL A | 32095101 | $136,444,461 | 2,025,300 | SOLE | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | $122,865,640 | 674,530 | SOLE | ||
| COUPANG INC | CL A | 22266T109 | $110,945,858 | 5,295,745 | SOLE | ||
| SALESFORCE INC | COM | 79466L302 | $93,478,989 | 363,590 | SOLE | ||
| MERCADOLIBRE INC | COM | 58733R102 | $85,160,988 | 51,820 | SOLE | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | $68,119,266 | 493,940 | SOLE | ||
| APPLE INC | COM | 37833100 | $57,155,950 | 271,370 | SOLE | ||
| SAMSARA INC | COM CL A | 79589L106 | $27,487,743 | 815,660 | SOLE | ||
| AMAZON COM INC | COM | 04626A103 | $24,204,000 | 400,000 | SOLE | ||
| RUBRIK INC. | CL A | 781154109 | $5,365,500 | 175,000 | SOLE | ||
| WEBTOON ENTMT INC | COM | 94845U105 | $2,739,600 | 120,000 | SOLE | ||
| GRAB HOLDINGS LIMITED | W EXP 12/1/202 | G0370L116 | $561,896 | 3,502,000 | SOLE |