AC

Altimeter Capital Management, LP

13F
Altimeter Capital Management, LP
Last update 2025-05-15 22 Stocks (5 new)
Value $4.97 Bil Turnover 11 %
Countries:
Top Holdings: META(21.28%)NVDA(15.59%)SNOW(8.67%)UBER(8.30%)MSFT(7.36%)
Summary Stock Picks Current Portfolio
Altimeter Capital Management, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META
Meta Platforms Inc
1,835,636
1,057,987.2
-0.36%
21.280
-0.07%
0.070
+35.35%
+23.00%
1,807,826.4
Interactive Media
NVDA
NVIDIA Corp
7,150,477
774,968.7
-8.86%
15.590
-1.68%
0.030
+56.53%
+18.67%
3,885,913.3
Semiconductors
QQQ PUT
INVESCO QQQ Trust
988,000
463,293.0
0%
9.320
0%
0.160
+23.56%
+9.08%
357,232.3
 
SNOW
Snowflake Inc
2,947,384
430,789.7
-40.80%
8.670
-5.65%
0.880
+58.32%
+43.44%
73,901.9
Software
UBER
Uber Technologies Inc
5,666,302
412,846.8
+1.39%
8.300
+0.11%
0.270
+34.04%
+55.22%
195,796.1
Software
MSFT
Microsoft Corp
975,080
366,035.3
-1.85%
7.360
-0.14%
0.010
+33.94%
+18.80%
3,707,650.2
Software
CFLT
Confluent Inc
13,042,080
305,706.4
+11.03%
6.150
+0.61%
3.830
+24.06%
-5.94%
8,952.3
Software
AMZN
Amazon.com Inc
1,045,155
198,851.2
+19.96%
4.000
+0.67%
0.010
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
CPNG
Coupang Inc
7,441,445
163,190.9
+24.32%
3.280
+0.64%
0.410
+41.15%
+37.81%
54,994.9
Retail - Cyclical
CART
Maplebear Inc
3,348,128
133,556.8
+31.94%
2.690
+0.65%
1.280
+17.89%
+13.91%
12,301.5
Retail - Cyclical

Altimeter Capital Management, LP's Historical Top Holdings Breakdowns

Altimeter Capital Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SNOW
Snowflake Inc
2025-03-31
Reduce
Reduce
-5.65%
●
146.16 ($169.7) 192.78
$221.49
30.52%
Reduce -40.8%
2,947,384
-2,030,926
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-2.96%
●
154.33 ($181.36) 206.38
$179.53
-1.01%
Sold Out
0
-867,305
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-2.59%
●
222.15 ($333.26) 428.22
$315.35
-5.37%
Sold Out
0
-355,130
HOOD
Robinhood Markets Inc
2025-03-31
New Buy
New Buy
+2.42%
●
35.63 ($47.54) 65.28
$94.40
98.57%
New holding
2,885,714
2,885,714
CRWV
CoreWeave Inc
2025-03-31
New Buy
New Buy
+2.24%
●
37.08 ($38.54) 40
$165.20
328.65%
New holding
2,999,536
2,999,536
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Sold Out
Sold Out
-1.80%
●
165.25 ($194.34) 224.62
$234.80
20.82%
Sold Out
0
-504,380
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.68%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Reduce -8.86%
7,150,477
-695,292
CRM
Salesforce Inc
2025-03-31
Sold Out
Sold Out
-1.64%
●
268.36 ($311.03) 359.95
$272.15
-12.50%
Sold Out
0
-271,725
BABA
Alibaba Group Holding Ltd
2025-03-31
New Buy
New Buy
+1.44%
●
80.53 ($115.31) 147.57
$108.70
-5.73%
New holding
540,370
540,370
IOT
Samsara Inc
2025-03-31
Sold Out
Sold Out
-1.15%
●
34.06 ($46.57) 60.96
$39.11
-16.02%
Sold Out
0
-1,458,148

Altimeter Capital Management, LP Total Holding History ($B)

To

Altimeter Capital Management, LP's Asset Allocation

To

Altimeter Capital Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Altimeter Capital Management, LP's Hypothetical Growth since 2025-03-31

Altimeter Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Altimeter Capital Management, LP's Holdings Heat Map

Size field:

Altimeter Capital Management, LP's Holdings Bubble Chart

Altimeter Capital Management, LP News

  • 1

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