13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001541617-23-000009
Total Value
$5.53B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SNOWFLAKE INC | SNOW | 15,369,459 | $2.70B | 48.93% |
| 2 | META PLATFORMS INC | META | 2,227,876 | $639.4M | 11.57% |
| 3 | CONFLUENT INC | 20717M103 | 16,305,943 | $575.8M | 10.42% |
| 4 | UBER TECHNOLOGIES INC | UBER | 13,336,600 | $575.7M | 10.42% |
| 5 | MICROSOFT CORP | MSFT | 1,533,135 | $522.1M | 9.44% |
| 6 | NVIDIA CORPORATION | NVDA | 740,570 | $313.3M | 5.67% |
| 7 | ROBLOX CORP | RBLX | 2,850,000 | $114.9M | 2.08% |
| 8 | AMAZON COM INC | AMZN | 406,530 | $53.0M | 0.96% |
| 9 | OKTA INC | OKTA | 250,000 | $17.3M | 0.31% |
| 10 | ALPHABET INC | GOOG | 85,750 | $10.3M | 0.19% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1.6M | 0.03% |