Q4 2024 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2025-02-14 · accession 0001541617-25-000002
$5.55B
Reported value
24
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $1.08B | 19.4% | 1,842,186 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.05B | 19.0% | 7,845,769 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $768.7M | 13.9% | 4,978,310 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $418.8M | 7.55% | 993,480 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $337.1M | 6.08% | 5,588,792 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $328.4M | 5.92% | 11,746,370 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $191.1M | 3.45% | 871,225 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $164.2M | 2.96% | 867,305 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $143.4M | 2.59% | 355,130 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $131.6M | 2.37% | 5,985,890 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $107.3M | 1.94% | 1,642,098 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $105.1M | 1.90% | 2,537,618 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $99.6M | 1.80% | 504,380 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $98.3M | 1.77% | 380,315 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $96.3M | 1.74% | 1,300,738 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $90.8M | 1.64% | 271,725 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $77.4M | 1.40% | 584,430 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $63.7M | 1.15% | 1,458,148 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $63.0M | 1.14% | 582,915 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $61.6M | 1.11% | 36,255 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $51.7M | 0.93% | 614,595 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $9.8M | 0.18% | 30,375 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $4.1M | 0.07% | 40,000 | Common | SOLE |
| G0370L116 | — | GRAB HOLDINGS LIMITED | $1.4M | 0.03% | 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.