13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q2 2023 · Filed May 16, 2023 · Accession 0001541617-23-000007
Total Value
$4.55B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SNOWFLAKE INC | SNOW | 15,369,459 | $2.37B | 52.08% |
| 2 | META PLATFORMS INC | META | 2,227,876 | $472.2M | 10.37% |
| 3 | MICROSOFT CORP | MSFT | 1,533,135 | $442.0M | 9.71% |
| 4 | UBER TECHNOLOGIES INC | UBER | 13,336,600 | $422.8M | 9.29% |
| 5 | CONFLUENT INC | 20717M103 | 14,491,817 | $348.8M | 7.66% |
| 6 | NVIDIA CORPORATION | NVDA | 740,570 | $205.7M | 4.52% |
| 7 | ROBLOX CORP | RBLX | 2,850,000 | $128.2M | 2.82% |
| 8 | ALPHABET INC | GOOG | 1,134,900 | $117.7M | 2.59% |
| 9 | OKTA INC | OKTA | 250,000 | $21.6M | 0.47% |
| 10 | GITLAB INC | GTLB | 611,206 | $21.0M | 0.46% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $2.0M | 0.04% |