Investor Details
| Filer Name: | ALTIMETER CAPITAL MANAGEMENT, LP |
|---|---|
| CIK: | 1541617 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 24 |
| Portfolio Value: | $5.55B |
Altimeter Capital Management, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| META | US | META PLATFORMS INC-CLASS A | 1,842,186 | $1,079M | 19.45% | -18.6% | - |
| NVDA | US | NVIDIA CORP | 7,845,769 | $1,054M | 19.00% | 0.6% | - |
| SNOW | US | SNOWFLAKE INC-CLASS A | 4,978,310 | $769M | 13.86% | -42.4% | - |
| MSFT | US | MICROSOFT CORP | 993,480 | $419M | 7.55% | -37.4% | - |
| UBER | US | UBER TECHNOLOGIES INC | 5,588,792 | $337M | 6.08% | -58.1% | - |
| CFLT | US | CONFLUENT INC-CLASS A | 11,746,370 | $328M | 5.92% | -13.8% | - |
| AMZN | US | AMAZON.COM INC | 871,225 | $191M | 3.45% | -3.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 867,305 | $164M | 2.96% | 31.1% | - |
| TSLA | US | TESLA INC | 355,130 | $143M | 2.59% | -46.4% | - |
| CPNG | US | COUPANG INC | 5,985,890 | $132M | 2.37% | -8.7% | - |
| RBRK | US | RUBRIK INC-A | 1,642,098 | $107M | 1.94% | -0.4% | - |
| CART | US | MAPLEBEAR INC | 2,537,618 | $105M | 1.90% | 100.0% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 504,380 | $100M | 1.80% | -2.9% | - |
| FLUT | US | FLUTTER ENTERTAINMENT PLC-DI | 380,315 | $98M | 1.77% | 100.0% | - |
| Z | US | ZILLOW GROUP INC - C | 1,300,738 | $96M | 1.74% | 52.0% | - |
| CRM | US | SALESFORCE INC | 271,725 | $91M | 1.64% | -40.6% | - |
| ALAB | US | ASTERA LABS INC | 584,430 | $77M | 1.40% | 46.1% | - |
| IOT | US | SAMSARA INC-CL A | 1,458,148 | $64M | 1.15% | 0.4% | - |
| TWLO | US | TWILIO INC - A | 582,915 | $63M | 1.14% | 100.0% | - |
| MELI | US | MERCADOLIBRE INC | 36,255 | $62M | 1.11% | -41.0% | - |