13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001541617-25-000005
Total Value
$4.97B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,835,636 | $1.06B | 21.28% |
| 2 | NVIDIA CORPORATION | NVDA | 7,150,477 | $775.0M | 15.59% |
| 3 | INVESCO QQQ TR | IVZ | 988,000 | $463.3M | 9.32% |
| 4 | SNOWFLAKE INC | SNOW | 2,947,384 | $430.8M | 8.67% |
| 5 | UBER TECHNOLOGIES INC | UBER | 5,666,302 | $412.8M | 8.30% |
| 6 | MICROSOFT CORP | MSFT | 975,080 | $366.0M | 7.36% |
| 7 | CONFLUENT INC | 20717M103 | 13,042,080 | $305.7M | 6.15% |
| 8 | AMAZON COM INC | AMZN | 1,045,155 | $198.9M | 4.00% |
| 9 | COUPANG INC | CPNG | 7,441,445 | $163.2M | 3.28% |
| 10 | MAPLEBEAR INC | CART | 3,348,128 | $133.6M | 2.69% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 568,410 | $125.9M | 2.53% |
| 12 | ROBINHOOD MKTS INC | 770700102 | 2,885,714 | $120.1M | 2.42% |
| 13 | COREWEAVE INC | CRWV | 2,999,536 | $111.2M | 2.24% |
| 14 | ZILLOW GROUP INC | Z | 1,323,554 | $90.7M | 1.83% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 540,370 | $71.5M | 1.44% |
| 16 | ASTERA LABS INC | ALAB | 981,697 | $58.6M | 1.18% |
| 17 | RUBRIK INC. | RBRK | 832,003 | $50.7M | 1.02% |
| 18 | ARM HOLDINGS PLC | 042068205 | 175,600 | $18.8M | 0.38% |
| 19 | MERCADOLIBRE INC | MELI | 3,300 | $6.4M | 0.13% |
| 20 | SAILPOINT INC | SAIL | 250,000 | $4.7M | 0.09% |
| 21 | SERVICETITAN INC | TTAN | 40,000 | $3.8M | 0.08% |
| 22 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1.4M | 0.03% |