13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001541617-24-000006
Total Value
$6.51B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SNOWFLAKE INC | SNOW | 10,281,089 | $1.66B | 25.52% |
| 2 | META PLATFORMS INC | META | 2,357,401 | $1.14B | 17.59% |
| 3 | UBER TECHNOLOGIES INC | UBER | 13,336,600 | $1.03B | 15.77% |
| 4 | NVIDIA CORPORATION | NVDA | 793,145 | $716.7M | 11.01% |
| 5 | MICROSOFT CORP | MSFT | 1,649,870 | $694.1M | 10.66% |
| 6 | CONFLUENT INC | 20717M103 | 12,995,503 | $396.6M | 6.09% |
| 7 | AMAZON COM INC | AMZN | 1,507,305 | $271.9M | 4.18% |
| 8 | PDD HOLDINGS INC | PDD | 1,767,931 | $205.5M | 3.16% |
| 9 | TESLA INC | TSLA | 589,700 | $103.7M | 1.59% |
| 10 | COUPANG INC | CPNG | 3,966,845 | $70.6M | 1.08% |
| 11 | DELL TECHNOLOGIES INC | DELL | 489,250 | $55.8M | 0.86% |
| 12 | BROADCOM INC | AVGO | 39,610 | $52.5M | 0.81% |
| 13 | ALPHABET INC | GOOG | 286,430 | $43.2M | 0.66% |
| 14 | ASTERA LABS INC | ALAB | 400,000 | $29.7M | 0.46% |
| 15 | COHERENT CORP | COHR | 428,270 | $26.0M | 0.40% |
| 16 | MERCADOLIBRE INC | MELI | 6,245 | $9.4M | 0.15% |
| 17 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $653,823 | 0.01% |