Altimeter Capital Management, LP 13F Holdings

CIK 0001541617 · BOSTON, MA

As of Sep 30, 2025, Altimeter Capital Management, LP reported 23 positions worth $7.6B in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology7,644,898 .4B18.81%
META PLATFORMS INCMETACommunication Services1,865,938 .4B18.07%
MICROSOFT CORPMSFTTechnology1,162,092$601.9M7.94%
SNOWFLAKE INCSNOWTechnology2,428,384$547.7M7.22%
UBER TECHNOLOGIES INCUBERTechnology5,588,792$547.5M7.22%
AMAZON.COM INCAMZNEquity2,167,474$475.9M6.28%
ROBINHOOD MARKETS INC - AHOODEquity2,596,875$371.8M4.90%
COUPANG INCCPNGConsumer Cyclical10,024,584$322.8M4.26%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology1,068,677$298.5M3.94%
BROADCOM INCAVGOTechnology744,776$245.7M3.24%
CONFLUENT INCCFLTTechnology11,281,793$223.4M2.95%
PDD HOLDINGS INCPDDConsumer Cyclical1,371,680 81.3M2.39%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical969,100 73.2M2.28%
ZILLOW GROUP INCZCommunication Services2,187,421 68.5M2.22%
ARM HOLDINGS PLCARMTechnology1,098,139 55.4M2.05%
SYNOPSYS INCSNPSTechnology258,280 27.4M1.68%
INSTACART (MAPLEBEAR INC)CARTConsumer Cyclical3,324,951 22.2M1.61%
MERCADOLIBRE INCMELIConsumer Cyclical37,841$88.4M1.17%
ALPHABET INCGOOGLEquity313,132$76.1M1.00%
GEMINI SPACE STA INCGEMIFinancial Services1,600,000$38.3M0.51%
PATTERN GROUP INC COM SER APTRNConsumer Cyclical721,430$9.9M0.13%
NETSKOPE INCNTSKTechnology325,000$7.4M0.10%
GRAB HOLDINGS LIMITED——3,502,000 .8M0.02%