Altimeter Capital Management as of Dec. 31, 2024
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 19.4 | $1.1B | 1.8M | 585.51 | |
| NVIDIA Corporation (NVDA) | 19.0 | $1.1B | 7.8M | 134.29 | |
| Snowflake Cl A (SNOW) | 13.9 | $769M | 5.0M | 154.41 | |
| Microsoft Corporation (MSFT) | 7.6 | $419M | 994k | 421.50 | |
| Uber Technologies (UBER) | 6.1 | $337M | 5.6M | 60.32 | |
| Confluent Class A Com (CFLT) | 5.9 | $328M | 12M | 27.96 | |
| Amazon (AMZN) | 3.4 | $191M | 871k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $164M | 867k | 189.30 | |
| Tesla Motors (TSLA) | 2.6 | $143M | 355k | 403.84 | |
| Coupang Cl A (CPNG) | 2.4 | $132M | 6.0M | 21.98 | |
| Rubrik Cl A (RBRK) | 1.9 | $107M | 1.6M | 65.36 | |
| Maplebear (CART) | 1.9 | $105M | 2.5M | 41.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.8 | $100M | 504k | 197.49 | |
| Flutter Entmt SHS (FLUT) | 1.8 | $98M | 380k | 258.45 | |
| Zillow Group Cl C Cap Stk (Z) | 1.7 | $96M | 1.3M | 74.05 | |
| salesforce (CRM) | 1.6 | $91M | 272k | 334.33 | |
| Astera Labs (ALAB) | 1.4 | $77M | 584k | 132.45 | |
| Samsara Com Cl A (IOT) | 1.1 | $64M | 1.5M | 43.69 | |
| Twilio Cl A (TWLO) | 1.1 | $63M | 583k | 108.08 | |
| MercadoLibre (MELI) | 1.1 | $62M | 36k | 1700.44 | |
| Micron Technology (MU) | 0.9 | $52M | 615k | 84.16 | |
| Duolingo Cl A Com (DUOL) | 0.2 | $9.8M | 30k | 324.23 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $4.1M | 40k | 102.87 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $1.4M | 3.5M | 0.41 |
