Altimeter Capital Management as of March 31, 2024
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 17 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Snowflake Cl A (SNOW) | 25.5 | $1.7B | 10M | 161.60 | |
Meta Platforms Cl A (META) | 17.6 | $1.1B | 2.4M | 485.58 | |
Uber Technologies (UBER) | 15.8 | $1.0B | 13M | 76.99 | |
NVIDIA Corporation (NVDA) | 11.0 | $717M | 793k | 903.56 | |
Microsoft Corporation (MSFT) | 10.7 | $694M | 1.6M | 420.72 | |
Confluent Class A Com (CFLT) | 6.1 | $397M | 13M | 30.52 | |
Amazon (AMZN) | 4.2 | $272M | 1.5M | 180.38 | |
Pdd Holdings Sponsored Ads (PDD) | 3.2 | $206M | 1.8M | 116.25 | |
Tesla Motors (TSLA) | 1.6 | $104M | 590k | 175.79 | |
Coupang Cl A (CPNG) | 1.1 | $71M | 4.0M | 17.79 | |
Dell Technologies CL C (DELL) | 0.9 | $56M | 489k | 114.11 | |
Broadcom (AVGO) | 0.8 | $53M | 40k | 1325.41 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $43M | 286k | 150.93 | |
Astera Labs (ALAB) | 0.5 | $30M | 400k | 74.19 | |
Coherent Corp (COHR) | 0.4 | $26M | 428k | 60.62 | |
MercadoLibre (MELI) | 0.1 | $9.4M | 6.2k | 1511.96 | |
Grab Holdings W Exp 12/1/202 | 0.0 | $654k | 3.5M | 0.19 |