Q3 2024 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2024-11-14 · accession 0001541617-24-000009
$6.75B
Reported value
23
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $1.30B | 19.2% | 2,264,001 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.00B | 14.8% | 13,336,600 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $993.3M | 14.7% | 8,647,959 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $946.8M | 14.0% | 7,796,589 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $682.4M | 10.1% | 1,585,900 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $277.7M | 4.11% | 13,626,464 | Common | SOLE |
| 500767306 | KWEB | KRANESHARES TRUST | $192.9M | 2.86% | 5,671,010 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $173.3M | 2.57% | 662,400 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $168.1M | 2.49% | 902,290 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $161.0M | 2.38% | 6,559,675 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $126.1M | 1.87% | 61,460 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $125.3M | 1.86% | 457,735 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $109.7M | 1.62% | 661,645 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $90.2M | 1.34% | 519,290 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $69.9M | 1.04% | 1,452,933 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $68.5M | 1.01% | 396,895 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $55.1M | 0.82% | 575,750 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $54.6M | 0.81% | 855,580 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $54.0M | 0.80% | 191,625 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $53.0M | 0.78% | 1,648,598 | Common | SOLE |
| 53566V106 | LINE | LINEAGE CELL THERAPUTICS IN | $31.4M | 0.46% | 400,000 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $21.0M | 0.31% | 400,000 | Common | SOLE |
| G0370L116 | — | GRAB HOLDINGS LIMITED | $849,235 | 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.