Q2 2024 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2024-08-14 · accession 0001541617-24-000007
$6.73B
Reported value
20
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 833445109 | SNOW | SNOWFLAKE INC | $1.29B | 19.2% | 9,550,746 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.16B | 17.2% | 2,292,661 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $982.3M | 14.6% | 13,515,060 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $956.3M | 14.2% | 7,740,810 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $726.6M | 10.8% | 1,625,640 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $380.6M | 5.65% | 12,889,058 | Common | SOLE |
| 023135106 | AMZN | ASTERA LABS INC | $277.2M | 4.12% | 1,434,330 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $227.9M | 3.39% | 1,714,185 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $136.4M | 2.03% | 2,025,300 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $122.9M | 1.83% | 674,530 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $110.9M | 1.65% | 5,295,745 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $93.5M | 1.39% | 363,590 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $85.2M | 1.27% | 51,820 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $68.1M | 1.01% | 493,940 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $57.2M | 0.85% | 271,370 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $27.5M | 0.41% | 815,660 | Common | SOLE |
| 04626A103 | ALAB | AMAZON COM INC | $24.2M | 0.36% | 400,000 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $5.4M | 0.08% | 175,000 | Common | SOLE |
| 94845U105 | WBTN | WEBTOON ENTMT INC | $2.7M | 0.04% | 120,000 | Common | SOLE |
| G0370L116 | — | GRAB HOLDINGS LIMITED | $561,896 | 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.