Altimeter Capital Management

Latest statistics and disclosures from Altimeter Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SNOW, META, MSFT, UBER, CFLT, and represent 89.10% of Altimeter Capital Management's stock portfolio.
  • Added to shares of these 4 stocks: GOOGL (+$118M), NVDA (+$83M), META (+$50M), CFLT (+$36M).
  • Started 1 new stock positions in GOOGL.
  • Reduced shares in these 2 stocks: UBER (-$19M), OPEN (-$13M).
  • Sold out of its positions in OPEN.
  • Altimeter Capital Management was a net buyer of stock by $255M.
  • Altimeter Capital Management has $4.6B in assets under management (AUM), dropping by 24.66%.
  • Central Index Key (CIK): 0001541617

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Portfolio Holdings for Altimeter Capital Management

Altimeter Capital Management holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Snowflake Cl A (SNOW) 52.1 $2.4B 15M 154.29
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Meta Platforms Cl A (META) 10.4 $472M +11% 2.2M 211.94
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Microsoft Corporation (MSFT) 9.7 $442M 1.5M 288.30
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Uber Technologies (UBER) 9.3 $423M -4% 13M 31.70
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Confluent Class A Com (CFLT) 7.7 $349M +11% 15M 24.07
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NVIDIA Corporation (NVDA) 4.5 $206M +67% 741k 277.77
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Roblox Corp Cl A (RBLX) 2.8 $128M 2.9M 44.98
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Alphabet Cap Stk Cl A (GOOGL) 2.6 $118M NEW 1.1M 103.73
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Okta Cl A (OKTA) 0.5 $22M 250k 86.24
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Gitlab Class A Com (GTLB) 0.5 $21M 611k 34.29
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Grab Holdings W Exp 12/1/202 0.0 $2.0M 3.5M 0.56
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Past Filings by Altimeter Capital Management

SEC 13F filings are viewable for Altimeter Capital Management going back to 2011

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