Q3 2025 · 13F-HR
Altimeter Capital Management, LPholdings as filed
Filed 2025-11-14 · accession 0001541617-25-000013
$7.58B
Reported value
23
Positions
2025-09-30
Period end
The Brief · Altimeter Capital Management, LP · Q3 2025
AI · grounded in 13F
Altimeter Capital Management, LP established a new position in NVDA valued at $1.43B. The fund also initiated new stakes in META for $1.37B and MSFT for $601.9M. Additional new positions include SNOW at $547.7M and UBER at $547.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.43B | 18.8% | 7,644,898 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.37B | 18.1% | 1,865,938 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $601.9M | 7.94% | 1,162,092 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $547.7M | 7.22% | 2,428,384 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $547.5M | 7.22% | 5,588,792 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $475.9M | 6.28% | 2,167,474 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $371.8M | 4.90% | 2,596,875 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $322.8M | 4.26% | 10,024,584 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $298.5M | 3.94% | 1,068,677 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $245.7M | 3.24% | 744,776 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $223.4M | 2.95% | 11,281,793 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $181.3M | 2.39% | 1,371,680 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $173.2M | 2.28% | 969,100 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $168.5M | 2.22% | 2,187,421 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $155.4M | 2.05% | 1,098,139 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $127.4M | 1.68% | 258,280 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $122.2M | 1.61% | 3,324,951 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $88.4M | 1.17% | 37,841 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $76.1M | 1.00% | 313,132 | Common | SOLE |
| 36866J105 | GEMI | GEMINI SPACE STA INC | $38.3M | 0.51% | 1,600,000 | Common | SOLE |
| 70339W104 | PTRN | PATTERN GROUP INC | $9.9M | 0.13% | 721,430 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $7.4M | 0.10% | 325,000 | Common | NONE |
| G0370L116 | — | GRAB HOLDINGS LIMITED | $1.8M | 0.02% | 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.