Q4 2023 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2024-02-14 · accession 0001541617-24-000004
$6.02B
Reported value
11
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 833445109 | SNOW | SNOWFLAKE INC | $2.47B | 41.1% | 12,424,944 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $851.2M | 14.1% | 2,404,781 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $821.1M | 13.6% | 13,336,600 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $621.6M | 10.3% | 1,652,960 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $396.0M | 6.58% | 799,660 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $344.7M | 5.72% | 14,729,458 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $275.5M | 4.57% | 1,882,770 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $190.6M | 3.17% | 1,254,720 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $38.9M | 0.65% | 156,670 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $9.8M | 0.16% | 6,245 | Common | SOLE |
| G0370L116 | — | GRAB HOLDINGS LIMITED | $787,775 | 0.01% | 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.