13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001541617-24-000009
Total Value
$6.75B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 2,264,001 | $1.30B | 19.19% |
| 2 | UBER TECHNOLOGIES INC | UBER | 13,336,600 | $1.00B | 14.84% |
| 3 | SNOWFLAKE INC | SNOW | 8,647,959 | $993.3M | 14.71% |
| 4 | NVIDIA CORPORATION | NVDA | 7,796,589 | $946.8M | 14.02% |
| 5 | MICROSOFT CORP | MSFT | 1,585,900 | $682.4M | 10.10% |
| 6 | CONFLUENT INC | 20717M103 | 13,626,464 | $277.7M | 4.11% |
| 7 | KRANESHARES TRUST | 500767306 | 5,671,010 | $192.9M | 2.86% |
| 8 | TESLA INC | TSLA | 662,400 | $173.3M | 2.57% |
| 9 | AMAZON COM INC | AMZN | 902,290 | $168.1M | 2.49% |
| 10 | COUPANG INC | CPNG | 6,559,675 | $161.0M | 2.38% |
| 11 | MERCADOLIBRE INC | MELI | 61,460 | $126.1M | 1.87% |
| 12 | SALESFORCE INC | CRM | 457,735 | $125.3M | 1.86% |
| 13 | ALPHABET INC | GOOG | 661,645 | $109.7M | 1.62% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 519,290 | $90.2M | 1.34% |
| 15 | SAMSARA INC | IOT | 1,452,933 | $69.9M | 1.04% |
| 16 | BROADCOM INC | AVGO | 396,895 | $68.5M | 1.01% |
| 17 | FUTU HLDGS LTD | FUTU | 575,750 | $55.1M | 0.82% |
| 18 | ZILLOW GROUP INC | Z | 855,580 | $54.6M | 0.81% |
| 19 | DUOLINGO INC | DUOL | 191,625 | $54.0M | 0.80% |
| 20 | RUBRIK INC. | RBRK | 1,648,598 | $53.0M | 0.78% |
| 21 | LINEAGE CELL THERAPUTICS IN | LINE | 400,000 | $31.4M | 0.46% |
| 22 | ASTERA LABS INC | ALAB | 400,000 | $21.0M | 0.31% |
| 23 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $849,235 | 0.01% |