13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001541617-25-000013
Total Value
$7.58B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 7,644,898 | $1.43B | 18.81% |
| 2 | META PLATFORMS INC | META | 1,865,938 | $1.37B | 18.07% |
| 3 | MICROSOFT CORP | MSFT | 1,162,092 | $601.9M | 7.94% |
| 4 | SNOWFLAKE INC | SNOW | 2,428,384 | $547.7M | 7.22% |
| 5 | UBER TECHNOLOGIES INC | UBER | 5,588,792 | $547.5M | 7.22% |
| 6 | AMAZON COM INC | AMZN | 2,167,474 | $475.9M | 6.28% |
| 7 | ROBINHOOD MKTS INC | 770700102 | 2,596,875 | $371.8M | 4.90% |
| 8 | COUPANG INC | CPNG | 10,024,584 | $322.8M | 4.26% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,068,677 | $298.5M | 3.94% |
| 10 | BROADCOM INC | AVGO | 744,776 | $245.7M | 3.24% |
| 11 | CONFLUENT INC | 20717M103 | 11,281,793 | $223.4M | 2.95% |
| 12 | PDD HOLDINGS INC | PDD | 1,371,680 | $181.3M | 2.39% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 969,100 | $173.2M | 2.28% |
| 14 | ZILLOW GROUP INC | Z | 2,187,421 | $168.5M | 2.22% |
| 15 | ARM HOLDINGS PLC | 042068205 | 1,098,139 | $155.4M | 2.05% |
| 16 | SYNOPSYS INC | SNPS | 258,280 | $127.4M | 1.68% |
| 17 | MAPLEBEAR INC | CART | 3,324,951 | $122.2M | 1.61% |
| 18 | MERCADOLIBRE INC | MELI | 37,841 | $88.4M | 1.17% |
| 19 | ALPHABET INC | GOOG | 313,132 | $76.1M | 1.00% |
| 20 | GEMINI SPACE STA INC | GEMI | 1,600,000 | $38.3M | 0.51% |
| 21 | PATTERN GROUP INC | PTRN | 721,430 | $9.9M | 0.13% |
| 22 | NETSKOPE INC | NTSK | 325,000 | $7.4M | 0.10% |
| 23 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1.8M | 0.02% |