Fund · 13F archive
Altimeter Capital Management, LP — 2025 Q3 holdings
Period end
Filed
Portfolio value
$7.58B
Positions
23
We track
12
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation★ | COM | $1.43B | 7.6M | 18.8% | |
| 2 | METAMeta Platforms, Inc.★ | CL A | $1.37B | 1.9M | 18.1% | |
| 3 | MSFTMicrosoft Corporation★ | COM | $601.9M | 1.2M | 7.9% | |
| 4 | SNOWSnowflake Inc.★ | COM SHS | $547.7M | 2.4M | 7.2% | |
| 5 | UBERUber Technologies, Inc.★ | COM | $547.5M | 5.6M | 7.2% | |
| 6 | AMZNAmazon.com, Inc.★ | COM | $475.9M | 2.2M | 6.3% | |
| 7 | HOODRobinhood Markets Inc.★ | COM CL A | $371.8M | 2.6M | 4.9% | |
| 8 | Coupang Inc | CL A | $322.8M | 10.0M | 4.3% | |
| 9 | TSMTaiwan Semiconductor Manufacturing Company Limited★ | SPONSORED ADS | $298.5M | 1.1M | 3.9% | |
| 10 | AVGOBroadcom Inc.★ | COM | $245.7M | 745K | 3.2% | |
| 11 | Confluent Inc | CLASS A COM | $223.4M | 11.3M | 2.9% | |
| 12 | Pdd Holdings Inc | SPONSORED ADS | $181.3M | 1.4M | 2.4% | |
| 13 | BABAAlibaba Group Holding Limited★ | SPONSORED ADS | $173.2M | 969K | 2.3% | |
| 14 | Zillow Group Inc | CL C CAP STK | $168.5M | 2.2M | 2.2% | |
| 15 | Arm Holdings Plc | SPONSORED ADS | $155.4M | 1.1M | 2.0% | |
| 16 | Synopsys Inc | COM | $127.4M | 258K | 1.7% | |
| 17 | Maplebear Inc | COM | $122.2M | 3.3M | 1.6% | |
| 18 | Mercadolibre Inc | COM | $88.4M | 38K | 1.2% | |
| 19 | GOOGLAlphabet Inc.★ | CAP STK CL A | $76.1M | 313K | 1.0% | |
| 20 | Gemini Space Sta Inc | CL A COM | $38.3M | 1.6M | 0.5% | |
| 21 | Pattern Group Inc | COM SER A | $9.9M | 721K | 0.1% | |
| 22 | Netskope Inc | CL A | $7.4M | 325K | 0.1% | |
| 23 | GRABGrab Holdings Limited★ | W EXP 12/1/202 | $1.8M | 3.5M | 0.0% |