13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001541617-25-000002
Total Value
$5.55B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,842,186 | $1.08B | 19.45% |
| 2 | NVIDIA CORPORATION | NVDA | 7,845,769 | $1.05B | 19.00% |
| 3 | SNOWFLAKE INC | SNOW | 4,978,310 | $768.7M | 13.86% |
| 4 | MICROSOFT CORP | MSFT | 993,480 | $418.8M | 7.55% |
| 5 | UBER TECHNOLOGIES INC | UBER | 5,588,792 | $337.1M | 6.08% |
| 6 | CONFLUENT INC | 20717M103 | 11,746,370 | $328.4M | 5.92% |
| 7 | AMAZON COM INC | AMZN | 871,225 | $191.1M | 3.45% |
| 8 | ALPHABET INC | GOOG | 867,305 | $164.2M | 2.96% |
| 9 | TESLA INC | TSLA | 355,130 | $143.4M | 2.59% |
| 10 | COUPANG INC | CPNG | 5,985,890 | $131.6M | 2.37% |
| 11 | RUBRIK INC. | RBRK | 1,642,098 | $107.3M | 1.94% |
| 12 | MAPLEBEAR INC | CART | 2,537,618 | $105.1M | 1.90% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 504,380 | $99.6M | 1.80% |
| 14 | FLUTTER ENTMT PLC | G3643J108 | 380,315 | $98.3M | 1.77% |
| 15 | ZILLOW GROUP INC | Z | 1,300,738 | $96.3M | 1.74% |
| 16 | SALESFORCE INC | CRM | 271,725 | $90.8M | 1.64% |
| 17 | ASTERA LABS INC | ALAB | 584,430 | $77.4M | 1.40% |
| 18 | SAMSARA INC | IOT | 1,458,148 | $63.7M | 1.15% |
| 19 | TWILIO INC | TWLO | 582,915 | $63.0M | 1.14% |
| 20 | MERCADOLIBRE INC | MELI | 36,255 | $61.6M | 1.11% |
| 21 | MICRON TECHNOLOGY INC | MU | 614,595 | $51.7M | 0.93% |
| 22 | DUOLINGO INC | DUOL | 30,375 | $9.8M | 0.18% |
| 23 | SERVICETITAN INC | TTAN | 40,000 | $4.1M | 0.07% |
| 24 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1.4M | 0.03% |