0001541617-25-000005
Altimeter Capital Management, LP
Total Value: $4,971,096,519
Total Holdings: 22
| 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 | $1,057,987,165 | 1,835,636 | SOLE | ||
| NVIDIA CORPORATION | COM | 67066G104 | $774,968,697 | 7,150,477 | SOLE | ||
| INVESCO QQQ TR | PUT | 46090E103 | $463,292,960 | 988,000 | SOLE | ||
| SNOWFLAKE INC | CL A | 833445109 | $430,789,645 | 2,947,384 | SOLE | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | $412,846,764 | 5,666,302 | SOLE | ||
| MICROSOFT CORP | COM | 594918104 | $366,035,281 | 975,080 | SOLE | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | $305,706,356 | 13,042,080 | SOLE | ||
| AMAZON COM INC | COM | 023135106 | $198,851,190 | 1,045,155 | SOLE | ||
| COUPANG INC | CL A | 22266T109 | $163,190,889 | 7,441,445 | SOLE | ||
| MAPLEBEAR INC | COM | 565394103 | $133,556,826 | 3,348,128 | SOLE | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | $125,931,235 | 568,410 | SOLE | ||
| ROBINHOOD MKTS INC | CL A | 770700102 | $120,103,417 | 2,885,714 | SOLE | ||
| COREWEAVE INC | COM CL A | 21873S108 | $111,222,795 | 2,999,536 | SOLE | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | $90,742,862 | 1,323,554 | SOLE | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | $71,453,125 | 540,370 | SOLE | ||
| ASTERA LABS INC | COM | 04626A103 | $58,577,860 | 981,697 | SOLE | ||
| RUBRIK INC. | CL A | 781154109 | $50,735,543 | 832,003 | SOLE | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | $18,752,325 | 175,600 | SOLE | ||
| MERCADOLIBRE INC | COM | 58733R102 | $6,437,872 | 3,300 | SOLE | ||
| SAILPOINT INC | COM | 78781J109 | $4,687,500 | 250,000 | SOLE | ||
| SERVICETITAN INC | SHS CL A | 81764X103 | $3,804,400 | 40,000 | SOLE | ||
| GRAB HOLDINGS LIMITED | W EXP 12/1/202 | G0370L116 | $1,421,812 | 3,502,000 | SOLE |