Q1 2024 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2024-05-15 · accession 0001541617-24-000006
$6.51B
Reported value
17
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 833445109 | SNOW | SNOWFLAKE INC | $1.66B | 25.5% | 10,281,089 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.14B | 17.6% | 2,357,401 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.03B | 15.8% | 13,336,600 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $716.7M | 11.0% | 793,145 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $694.1M | 10.7% | 1,649,870 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $396.6M | 6.09% | 12,995,503 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $271.9M | 4.18% | 1,507,305 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $205.5M | 3.16% | 1,767,931 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $103.7M | 1.59% | 589,700 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $70.6M | 1.08% | 3,966,845 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $55.8M | 0.86% | 489,250 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $52.5M | 0.81% | 39,610 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $43.2M | 0.66% | 286,430 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $29.7M | 0.46% | 400,000 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $26.0M | 0.40% | 428,270 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $9.4M | 0.15% | 6,245 | Common | SOLE |
| G0370L116 | — | GRAB HOLDINGS LIMITED | $653,823 | 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.