Q3 2023 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2023-11-14 · accession 0001541617-23-000010
$5.27B
Reported value
11
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 833445109 | SNOW | SNOWFLAKE INC | $2.35B | 44.7% | 15,400,134 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $721.9M | 13.7% | 2,404,781 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $613.4M | 11.6% | 13,336,600 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $521.9M | 9.91% | 1,652,960 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $491.9M | 9.34% | 16,611,943 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $335.9M | 6.38% | 772,210 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $159.5M | 3.03% | 1,254,720 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $63.4M | 1.20% | 646,280 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $3.8M | 0.07% | 2,980 | Common | SOLE |
| 21240E105 | VLRS | CONTROLADORA VUELA COMP DE A | $2.6M | 0.05% | 379,270 | Common | SOLE |
| G0370L116 | — | GRAB HOLDINGS LIMITED | $1.2M | 0.02% | 3,502,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.