Altimeter Capital Management as of Sept. 30, 2025
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.8 | $1.4B | 7.6M | 186.58 | |
| Meta Platforms Cl A (META) | 18.1 | $1.4B | 1.9M | 734.38 | |
| Microsoft Corporation (MSFT) | 7.9 | $602M | 1.2M | 517.95 | |
| Snowflake Com Shs (SNOW) | 7.2 | $548M | 2.4M | 225.55 | |
| Uber Technologies (UBER) | 7.2 | $548M | 5.6M | 97.97 | |
| Amazon (AMZN) | 6.3 | $476M | 2.2M | 219.57 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.9 | $372M | 2.6M | 143.18 | |
| Coupang Cl A (CPNG) | 4.3 | $323M | 10M | 32.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $299M | 1.1M | 279.29 | |
| Broadcom (AVGO) | 3.2 | $246M | 745k | 329.91 | |
| Confluent Class A Com (CFLT) | 2.9 | $223M | 11M | 19.80 | |
| Pdd Holdings Sponsored Ads (PDD) | 2.4 | $181M | 1.4M | 132.17 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.3 | $173M | 969k | 178.73 | |
| Zillow Group Cl C Cap Stk (Z) | 2.2 | $169M | 2.2M | 77.05 | |
| Arm Holdings Sponsored Ads (ARM) | 2.0 | $155M | 1.1M | 141.49 | |
| Synopsys (SNPS) | 1.7 | $127M | 258k | 493.39 | |
| Maplebear (CART) | 1.6 | $122M | 3.3M | 36.76 | |
| MercadoLibre (MELI) | 1.2 | $88M | 38k | 2336.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $76M | 313k | 243.10 | |
| Gemini Space Sta Cl A Com | 0.5 | $38M | 1.6M | 23.96 | |
| Pattern Group Com Ser A | 0.1 | $9.9M | 721k | 13.70 | |
| Netskope Cl A | 0.1 | $7.4M | 325k | 22.73 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $1.8M | 3.5M | 0.50 |
