Altimeter Capital Management as of March 31, 2025
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 21.3 | $1.1B | 1.8M | 576.36 | |
| NVIDIA Corporation (NVDA) | 15.6 | $775M | 7.2M | 108.38 | |
| Invesco Qqq Tr Put (QQQ) | 9.3 | $463M | 988k | 468.92 | |
| Snowflake Cl A (SNOW) | 8.7 | $431M | 2.9M | 146.16 | |
| Uber Technologies (UBER) | 8.3 | $413M | 5.7M | 72.86 | |
| Microsoft Corporation (MSFT) | 7.4 | $366M | 975k | 375.39 | |
| Confluent Class A Com (CFLT) | 6.1 | $306M | 13M | 23.44 | |
| Amazon (AMZN) | 4.0 | $199M | 1.0M | 190.26 | |
| Coupang Cl A (CPNG) | 3.3 | $163M | 7.4M | 21.93 | |
| Maplebear (CART) | 2.7 | $134M | 3.3M | 39.89 | |
| Flutter Entmt SHS (FLUT) | 2.5 | $126M | 568k | 221.55 | |
| Robinhood Mkts Cl A (HOOD) | 2.4 | $120M | 2.9M | 41.62 | |
| Coreweave Com Cl A (CRWV) | 2.2 | $111M | 3.0M | 37.08 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $91M | 1.3M | 68.56 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $72M | 540k | 132.23 | |
| Astera Labs (ALAB) | 1.2 | $59M | 982k | 59.67 | |
| Rubrik Cl A (RBRK) | 1.0 | $51M | 832k | 60.98 | |
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $19M | 176k | 106.79 | |
| MercadoLibre (MELI) | 0.1 | $6.4M | 3.3k | 1950.87 | |
| Sailpoint (SAIL) | 0.1 | $4.7M | 250k | 18.75 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $3.8M | 40k | 95.11 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $1.4M | 3.5M | 0.41 |
