13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001541617-24-000007
Total Value
$6.73B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SNOWFLAKE INC | SNOW | 9,550,746 | $1.29B | 19.17% |
| 2 | META PLATFORMS INC | META | 2,292,661 | $1.16B | 17.17% |
| 3 | UBER TECHNOLOGIES INC | UBER | 13,515,060 | $982.3M | 14.59% |
| 4 | NVIDIA CORPORATION | NVDA | 7,740,810 | $956.3M | 14.21% |
| 5 | MICROSOFT CORP | MSFT | 1,625,640 | $726.6M | 10.79% |
| 6 | CONFLUENT INC | 20717M103 | 12,889,058 | $380.6M | 5.65% |
| 7 | ASTERA LABS INC | AMZN | 1,434,330 | $277.2M | 4.12% |
| 8 | PDD HOLDINGS INC | PDD | 1,714,185 | $227.9M | 3.39% |
| 9 | AMPHENOL CORP NEW | 032095101 | 2,025,300 | $136.4M | 2.03% |
| 10 | ALPHABET INC | GOOG | 674,530 | $122.9M | 1.83% |
| 11 | COUPANG INC | CPNG | 5,295,745 | $110.9M | 1.65% |
| 12 | SALESFORCE INC | CRM | 363,590 | $93.5M | 1.39% |
| 13 | MERCADOLIBRE INC | MELI | 51,820 | $85.2M | 1.27% |
| 14 | DELL TECHNOLOGIES INC | DELL | 493,940 | $68.1M | 1.01% |
| 15 | APPLE INC | AAPL | 271,370 | $57.2M | 0.85% |
| 16 | SAMSARA INC | IOT | 815,660 | $27.5M | 0.41% |
| 17 | AMAZON COM INC | ALAB | 400,000 | $24.2M | 0.36% |
| 18 | RUBRIK INC. | RBRK | 175,000 | $5.4M | 0.08% |
| 19 | WEBTOON ENTMT INC | 94845U105 | 120,000 | $2.7M | 0.04% |
| 20 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $561,896 | 0.01% |