Altimeter Capital Management as of June 30, 2024
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 20 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snowflake Cl A (SNOW) | 19.2 | $1.3B | 9.6M | 135.09 | |
| Meta Platforms Cl A (META) | 17.2 | $1.2B | 2.3M | 504.22 | |
| Uber Technologies (UBER) | 14.6 | $982M | 14M | 72.68 | |
| NVIDIA Corporation (NVDA) | 14.2 | $956M | 7.7M | 123.54 | |
| Microsoft Corporation (MSFT) | 10.8 | $727M | 1.6M | 446.95 | |
| Confluent Class A Com (CFLT) | 5.7 | $381M | 13M | 29.53 | |
| Amazon (AMZN) | 4.1 | $277M | 1.4M | 193.25 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.4 | $228M | 1.7M | 132.95 | |
| Amphenol Corp Cl A (APH) | 2.0 | $136M | 2.0M | 67.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $123M | 675k | 182.15 | |
| Coupang Cl A (CPNG) | 1.6 | $111M | 5.3M | 20.95 | |
| salesforce (CRM) | 1.4 | $94M | 364k | 257.10 | |
| MercadoLibre (MELI) | 1.3 | $85M | 52k | 1643.40 | |
| Dell Technologies CL C (DELL) | 1.0 | $68M | 494k | 137.91 | |
| Apple (AAPL) | 0.8 | $57M | 271k | 210.62 | |
| Samsara Com Cl A (IOT) | 0.4 | $28M | 816k | 33.70 | |
| Astera Labs (ALAB) | 0.4 | $24M | 400k | 60.51 | |
| Rubrik Cl A (RBRK) | 0.1 | $5.4M | 175k | 30.66 | |
| Webtoon Entmt (WBTN) | 0.0 | $2.7M | 120k | 22.83 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $562k | 3.5M | 0.16 |
