Q1 2025 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2025-05-15 · accession 0001541617-25-000005
$4.97B
Reported value
22
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $1.06B | 21.3% | 1,835,636 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $775.0M | 15.6% | 7,150,477 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $463.3M | 9.32% | 988,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $430.8M | 8.67% | 2,947,384 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $412.8M | 8.30% | 5,666,302 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $366.0M | 7.36% | 975,080 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $305.7M | 6.15% | 13,042,080 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $198.9M | 4.00% | 1,045,155 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $163.2M | 3.28% | 7,441,445 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $133.6M | 2.69% | 3,348,128 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $125.9M | 2.53% | 568,410 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $120.1M | 2.42% | 2,885,714 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $111.2M | 2.24% | 2,999,536 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $90.7M | 1.83% | 1,323,554 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $71.5M | 1.44% | 540,370 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $58.6M | 1.18% | 981,697 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $50.7M | 1.02% | 832,003 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $18.8M | 0.38% | 175,600 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $6.4M | 0.13% | 3,300 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $4.7M | 0.09% | 250,000 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $3.8M | 0.08% | 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.