13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001541617-23-000010
Total Value
$5.27B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SNOWFLAKE INC | SNOW | 15,400,134 | $2.35B | 44.66% |
| 2 | META PLATFORMS INC | META | 2,404,781 | $721.9M | 13.70% |
| 3 | UBER TECHNOLOGIES INC | UBER | 13,336,600 | $613.4M | 11.64% |
| 4 | MICROSOFT CORP | MSFT | 1,652,960 | $521.9M | 9.91% |
| 5 | CONFLUENT INC | 20717M103 | 16,611,943 | $491.9M | 9.34% |
| 6 | NVIDIA CORPORATION | NVDA | 772,210 | $335.9M | 6.38% |
| 7 | AMAZON COM INC | AMZN | 1,254,720 | $159.5M | 3.03% |
| 8 | PDD HOLDINGS INC | PDD | 646,280 | $63.4M | 1.20% |
| 9 | MERCADOLIBRE INC | MELI | 2,980 | $3.8M | 0.07% |
| 10 | CONTROLADORA VUELA COMP DE A | 21240E105 | 379,270 | $2.6M | 0.05% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1.2M | 0.02% |