Fund · 13F archive
Altimeter Capital Management, LP — 2025 Q4 holdings
Period end
Filed
Portfolio value
$6.66B
Positions
18
We track
14
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation★ | COM | $1.51B | 8.1M | 22.7% | ADD |
| 2 | METAMeta Platforms, Inc.★ | CL A | $1.22B | 1.8M | 18.3% | TRIM |
| 3 | MSFTMicrosoft Corporation★ | COM | $617.8M | 1.3M | 9.3% | ADD |
| 4 | AMZNAmazon.com, Inc.★ | COM | $511.4M | 2.2M | 7.7% | ADD |
| 5 | UBERUber Technologies, Inc.★ | COM | $456.7M | 5.6M | 6.9% | HOLD |
| 6 | SNOWSnowflake Inc.★ | COM SHS | $444.8M | 2.0M | 6.7% | TRIM |
| 7 | TSMTaiwan Semiconductor Manufacturing Company Limited★ | SPONSORED ADS | $370.5M | 1.2M | 5.6% | ADD |
| 8 | Coupang Inc | CL A | $369.8M | 15.7M | 5.6% | ADD |
| 9 | CRWVCoreWeave, Inc.★ | COM CL A | $230.1M | 3.2M | 3.5% | NEW |
| 10 | Confluent Inc | CLASS A COM | $209.7M | 6.9M | 3.1% | TRIM |
| 11 | GOOGLAlphabet Inc.★ | CAP STK CL A | $162.5M | 519K | 2.4% | ADD |
| 12 | Zillow Group Inc | CL C CAP STK | $149.2M | 2.2M | 2.2% | HOLD |
| 13 | HOODRobinhood Markets Inc.★ | COM CL A | $146.3M | 1.3M | 2.2% | TRIM |
| 14 | Mercadolibre Inc | COM | $137.9M | 68K | 2.1% | ADD |
| 15 | SHOPShopify Inc.★ | CL A SUB VTG | $91.8M | 570K | 1.4% | NEW |
| 16 | BEBloom Energy Corporation★ | COM CL A | $22.7M | 261K | 0.3% | NEW |
| 17 | AVGOBroadcom Inc.★ | COM | $11.1M | 32K | 0.2% | TRIM |
| 18 | GRABGrab Holdings Limited★ | W EXP 12/1/202 | $1.0M | 3.5M | 0.0% | HOLD |