Altimeter Capital Management, LLC Portfolio Holdings
Q2 2025•18 long positions•$6.9B portfolio value
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Holding25 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $1.4B 19.99% | 0.075% 1.9M shares | 1.8M → 1.9M +$30.8M | +2.27% | $1.79T Mega Cap | Q1 2018 Held for 7y 7m |
2  Nvidia NVDA | Semiconductors Technology | $1.3B 18.81% | 0.034% 8.3M shares | 7.2M → 8.3M +$174.1M | +15.41% | $3.61T Mega Cap | Q4 2022 Held for 2y 10m |
3  Snowflake SNOW | Software - Application Technology | $632.3M 9.12% | 0.847% 2.8M shares | 2.9M → 2.8M −$27.2M | -4.13% | $74.5B Large Cap | Q3 2020 Held for 5y 1m |
4  Uber Technologies UBER | Software - Application Technology | $555.4M 8.01% | 0.285% 6.0M shares | 5.7M → 6.0M +$26.8M | +5.06% | $191.66B Large Cap | Q2 2019 Held for 6y 4m |
5  Microsoft MSFT | Software - Infrastructure Technology | $526.3M 7.59% | 0.014% 1.1M shares | 975.1K → 1.1M +$41.3M | +8.52% | $3.64T Mega Cap | Q1 2018 Held for 7y 7m |
6  Confluent CFLT | Software - Infrastructure Technology | $387.7M 5.59% | 4.57% 15.6M shares | 13.0M → 15.6M +$62.6M | +19.25% | $8.2B Mid Cap | Q2 2021 Held for 4y 4m |
7  Coupang CPNG | Specialty Retail Consumer Cyclical | $342.5M 4.94% | 0.63% 11.4M shares | 7.4M → 11.4M +$119.6M | +53.64% | $52.6B Large Cap | Q1 2024 Held for 1y 7m |
8  Amazon AMZN | Specialty Retail Consumer Cyclical | $321.4M 4.64% | 0.014% 1.5M shares | 1.0M → 1.5M +$92.1M | +40.16% | $2.26T Mega Cap | Q2 2023 Held for 2y 4m |
9  Robinhood Markets, Inc. HOOD | Software - Infrastructure Technology | $303.9M 4.38% | 0.368% 3.2M shares | 2.9M → 3.2M +$33.7M | +12.47% | $72.4B Large Cap | Q1 2025 Held for 7 months |
10  Taiwan Semiconductor Manufacturing Company TSM | Semiconductors Technology | $196.4M 2.83% | — 867.2K shares | — | — | — — | Q3 2024 Held for 1y 1m |
11  Maplebear Inc. CART | Specialty Retail Consumer Cyclical | $190.8M 2.75% | 1.62% 4.2M shares | 3.3M → 4.2M +$39.3M | +25.94% | — — | Q4 2024 Held for 10 months |
12  Zillow Group, Inc. Z | Internet Content & Information Communication Services | $167.3M 2.41% | 0.989% 2.4M shares | 1.3M → 2.4M +$74.5M | +80.41% | $17.0B Large Cap | Q3 2024 Held for 1y 1m |
13  Arm Holdings ARM | Unknown Unknown | $150.9M 2.18% | — 933.2K shares | 175.6K → 933.2K +$122.5M | +431.44% | — — | Q1 2025 Held for 7 months |
14  Mercado Libre MELI | Specialty Retail Consumer Cyclical | $121.6M 1.76% | 0.092% 46.5K shares | 3.3K → 46.5K +$113.0M | +1,310.27% | $128.21B Large Cap | Q3 2023 Held for 2y 1m |
15  Samsara IOT | Software - Infrastructure Technology | $119.0M 1.72% | 0.525% 3.0M shares | — | — | $22.9B Large Cap | Q2 2024 Held for 1y 4m |
16  Datadog, Inc. DDOG | Software - Application Technology | $118.4M 1.71% | 0.255% 881.7K shares | — | — | $45.2B Large Cap | Q2 2025 Held for 4 months |
17  CoreWeave, Inc. Class A Common Stock CRWV | Unknown Unknown | $105.9M 1.53% | 0.135% 649.5K shares | 3.0M → 649.5K −$383.2M | -78.35% | $82.9B Large Cap | Q1 2025 Held for 7 months |
18 GRABW Grab Holdings Limited GRABW | Software - Application Technology | $1.4M 0.02% | — 3.5M shares | — | — | — — | Q1 2023 Held for 2y 7m |
19  Rubrik RBRK | Software - Infrastructure Technology | - — | — - shares | 832.0K → 0 −$50.7M | Sold | $11.6B Large Cap | Q2 2024 Held for 1y 4m |
20  ServiceTitan, Inc. TTAN | Unknown Unknown | - — | — - shares | 40.0K → 0 −$3.8M | Sold | $8.6B Mid Cap | Q4 2024 Held for 10 months |
21  Astera Labs, Inc. ALAB | Semiconductors Technology | - — | — - shares | 981.7K → 0 −$58.6M | Sold | $9.7B Mid Cap | Q1 2024 Held for 1y 7m |
22 BABA Alibaba Group Holding Limited BABA | Unknown Unknown | - — | — - shares | 540.4K → 0 −$71.5M | Sold | — — | Q1 2025 Held for 7 months |
23  Flutter Entertainment FLUT | Gambling, Resorts & Casinos Consumer Cyclical | - — | — - shares | 568.4K → 0 −$125.9M | Sold | $39.3B Large Cap | Q4 2024 Held for 10 months |
24  SailPoint Technologies Holdings, Inc. SAIL | Unknown Unknown | - — | — - shares | 250.0K → 0 −$4.7M | Sold | $10.4B Large Cap | Q1 2025 Held for 7 months |
25  Invesco QQQ Trust QQQ | ETF ETF | - — | — - shares | 988.0K → 0 −$463.3M | Sold | — — | Q1 2025 Held for 7 months |