0001541617-25-000009
Altimeter Capital Management, LP
Total Value: $6,930,626,980
Total Holdings: 18
| 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 | $1,385,617,094 | 1,877,301 | SOLE | ||
| NVIDIA CORPORATION | COM | 67066G104 | $1,303,758,759 | 8,252,160 | SOLE | ||
| SNOWFLAKE INC | CL A | 833445109 | $632,291,226 | 2,825,630 | SOLE | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | $555,424,604 | 5,953,104 | SOLE | ||
| MICROSOFT CORP | COM | 594918104 | $526,319,967 | 1,058,121 | SOLE | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | $387,735,692 | 15,552,976 | SOLE | ||
| COUPANG INC | CL A | 22266T109 | $342,523,632 | 11,432,698 | SOLE | ||
| AMAZON COM INC | COM | 23135106 | $321,376,293 | 1,464,863 | SOLE | ||
| ROBINHOOD MKTS INC | CL A | 770700102 | $303,872,139 | 3,245,457 | SOLE | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $196,414,167 | 867,209 | SOLE | ||
| MAPLEBEAR INC | COM | 565394103 | $190,766,584 | 4,216,768 | SOLE | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | $167,263,428 | 2,387,772 | SOLE | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 42068205 | $150,937,062 | 933,208 | SOLE | ||
| MERCADOLIBRE INC | COM | 58733R102 | $121,635,727 | 46,539 | SOLE | ||
| SAMSARA INC | COM CL A | 79589L106 | $118,965,194 | 2,990,578 | SOLE | ||
| DATADOG INC | CL A COM | 23804L103 | $118,442,790 | 881,730 | SOLE | ||
| COREWEAVE INC | COM CL A | 21873S108 | $105,913,340 | 649,536 | SOLE | ||
| GRAB HOLDINGS LIMITED | W EXP 12/1/202 | G0370L116 | $1,369,282 | 3,502,000 | SOLE |