Altimeter Capital Management as of June 30, 2025
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 18 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 20.0 | $1.4B | 1.9M | 738.09 | |
| NVIDIA Corporation (NVDA) | 18.8 | $1.3B | 8.3M | 157.99 | |
| Snowflake Cl A (SNOW) | 9.1 | $632M | 2.8M | 223.77 | |
| Uber Technologies (UBER) | 8.0 | $555M | 6.0M | 93.30 | |
| Microsoft Corporation (MSFT) | 7.6 | $526M | 1.1M | 497.41 | |
| Confluent Class A Com (CFLT) | 5.6 | $388M | 16M | 24.93 | |
| Coupang Cl A (CPNG) | 4.9 | $343M | 11M | 29.96 | |
| Amazon (AMZN) | 4.6 | $321M | 1.5M | 219.39 | |
| Robinhood Mkts Cl A (HOOD) | 4.4 | $304M | 3.2M | 93.63 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.8 | $196M | 867k | 226.49 | |
| Maplebear (CART) | 2.8 | $191M | 4.2M | 45.24 | |
| Zillow Group Cl C Cap Stk (Z) | 2.4 | $167M | 2.4M | 70.05 | |
| Arm Holdings Sponsored Ads (ARM) | 2.2 | $151M | 933k | 161.74 | |
| MercadoLibre (MELI) | 1.8 | $122M | 47k | 2613.63 | |
| Samsara Com Cl A (IOT) | 1.7 | $119M | 3.0M | 39.78 | |
| Datadog Cl A Com (DDOG) | 1.7 | $118M | 882k | 134.33 | |
| Coreweave Com Cl A (CRWV) | 1.5 | $106M | 650k | 163.06 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $1.4M | 3.5M | 0.39 |
