Altimeter Capital Management as of June 30, 2023
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Snowflake Cl A (SNOW) | 48.9 | $2.7B | 15M | 175.98 | |
Meta Platforms Cl A (META) | 11.6 | $639M | 2.2M | 286.98 | |
Confluent Class A Com (CFLT) | 10.4 | $576M | 16M | 35.31 | |
Uber Technologies (UBER) | 10.4 | $576M | 13M | 43.17 | |
Microsoft Corporation (MSFT) | 9.4 | $522M | 1.5M | 340.54 | |
NVIDIA Corporation (NVDA) | 5.7 | $313M | 741k | 423.02 | |
Roblox Corp Cl A (RBLX) | 2.1 | $115M | 2.9M | 40.30 | |
Amazon (AMZN) | 1.0 | $53M | 407k | 130.36 | |
Okta Cl A (OKTA) | 0.3 | $17M | 250k | 69.35 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $10M | 86k | 119.70 | |
Grab Holdings W Exp 12/1/202 | 0.0 | $1.6M | 3.5M | 0.45 |