13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001541617-25-000009
Total Value
$6.93B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,877,301 | $1.39B | 19.99% |
| 2 | NVIDIA CORPORATION | NVDA | 8,252,160 | $1.30B | 18.81% |
| 3 | SNOWFLAKE INC | SNOW | 2,825,630 | $632.3M | 9.12% |
| 4 | UBER TECHNOLOGIES INC | UBER | 5,953,104 | $555.4M | 8.01% |
| 5 | MICROSOFT CORP | MSFT | 1,058,121 | $526.3M | 7.59% |
| 6 | CONFLUENT INC | 20717M103 | 15,552,976 | $387.7M | 5.59% |
| 7 | COUPANG INC | CPNG | 11,432,698 | $342.5M | 4.94% |
| 8 | AMAZON COM INC | AMZN | 1,464,863 | $321.4M | 4.64% |
| 9 | ROBINHOOD MKTS INC | 770700102 | 3,245,457 | $303.9M | 4.38% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 867,209 | $196.4M | 2.83% |
| 11 | MAPLEBEAR INC | CART | 4,216,768 | $190.8M | 2.75% |
| 12 | ZILLOW GROUP INC | Z | 2,387,772 | $167.3M | 2.41% |
| 13 | ARM HOLDINGS PLC | 042068205 | 933,208 | $150.9M | 2.18% |
| 14 | MERCADOLIBRE INC | MELI | 46,539 | $121.6M | 1.76% |
| 15 | SAMSARA INC | IOT | 2,990,578 | $119.0M | 1.72% |
| 16 | DATADOG INC | DDOG | 881,730 | $118.4M | 1.71% |
| 17 | COREWEAVE INC | CRWV | 649,536 | $105.9M | 1.53% |
| 18 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1.4M | 0.02% |