0001541617-25-000002
Altimeter Capital Management, LP
Total Value: $5,545,911,561
Total Holdings: 24
| 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 |
|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 30303M102 | $1,078,618,325 | 1,842,186 | SOLE | ||
| NVIDIA CORPORATION | COM | 67066G104 | $1,053,608,319 | 7,845,769 | SOLE | ||
| SNOWFLAKE INC | CL A | 833445109 | $768,700,848 | 4,978,310 | SOLE | ||
| MICROSOFT CORP | COM | 594918104 | $418,751,820 | 993,480 | SOLE | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | $337,115,933 | 5,588,792 | SOLE | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | $328,428,505 | 11,746,370 | SOLE | ||
| AMAZON COM INC | COM | 023135106 | $191,138,053 | 871,225 | SOLE | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | $164,180,837 | 867,305 | SOLE | ||
| TESLA INC | COM | 88160R101 | $143,415,700 | 355,130 | SOLE | ||
| COUPANG INC | CL A | 22266T109 | $131,569,862 | 5,985,890 | SOLE | ||
| RUBRIK INC. | CL A | 781154109 | $107,327,525 | 1,642,098 | SOLE | ||
| MAPLEBEAR INC | COM | 565394103 | $105,108,138 | 2,537,618 | SOLE | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $99,610,006 | 504,380 | SOLE | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | $98,292,412 | 380,315 | SOLE | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | $96,319,648 | 1,300,738 | SOLE | ||
| SALESFORCE INC | COM | 79466L302 | $90,845,819 | 271,725 | SOLE | ||
| ASTERA LABS INC | COM | 04626A103 | $77,407,754 | 584,430 | SOLE | ||
| SAMSARA INC | COM CL A | 79589L106 | $63,706,486 | 1,458,148 | SOLE | ||
| TWILIO INC | CL A | 90138F102 | $63,001,453 | 582,915 | SOLE | ||
| MERCADOLIBRE INC | COM | 58733R102 | $61,649,452 | 36,255 | SOLE | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | $51,724,315 | 614,595 | SOLE | ||
| DUOLINGO INC | CL A COM | 26603R106 | $9,848,486 | 30,375 | SOLE | ||
| SERVICETITAN INC | SHS CL A | 81764X103 | $4,114,800 | 40,000 | SOLE | ||
| GRAB HOLDINGS LIMITED | W EXP 12/1/202 | G0370L116 | $1,427,065 | 3,502,000 | SOLE |