Altimeter Capital Management as of Sept. 30, 2024
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 23 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 19.2 | $1.3B | 2.3M | 572.44 | |
| Uber Technologies (UBER) | 14.8 | $1.0B | 13M | 75.16 | |
| Snowflake Cl A (SNOW) | 14.7 | $993M | 8.6M | 114.86 | |
| NVIDIA Corporation (NVDA) | 14.0 | $947M | 7.8M | 121.44 | |
| Microsoft Corporation (MSFT) | 10.1 | $682M | 1.6M | 430.30 | |
| Confluent Class A Com (CFLT) | 4.1 | $278M | 14M | 20.38 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.9 | $193M | 5.7M | 34.02 | |
| Tesla Motors (TSLA) | 2.6 | $173M | 662k | 261.63 | |
| Amazon (AMZN) | 2.5 | $168M | 902k | 186.33 | |
| Coupang Cl A (CPNG) | 2.4 | $161M | 6.6M | 24.55 | |
| MercadoLibre (MELI) | 1.9 | $126M | 62k | 2051.96 | |
| salesforce (CRM) | 1.9 | $125M | 458k | 273.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $110M | 662k | 165.85 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $90M | 519k | 173.67 | |
| Samsara Com Cl A (IOT) | 1.0 | $70M | 1.5M | 48.12 | |
| Broadcom (AVGO) | 1.0 | $69M | 397k | 172.50 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.8 | $55M | 576k | 95.65 | |
| Zillow Group Cl C Cap Stk (Z) | 0.8 | $55M | 856k | 63.85 | |
| Duolingo Cl A Com (DUOL) | 0.8 | $54M | 192k | 282.02 | |
| Rubrik Cl A (RBRK) | 0.8 | $53M | 1.6M | 32.15 | |
| Lineage | 0.5 | $31M | 400k | 78.38 | |
| Astera Labs (ALAB) | 0.3 | $21M | 400k | 52.39 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $849k | 3.5M | 0.24 |
