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
+41.09%
+21.14%
1,780,495.7
Interactive Media
NVDA
NVIDIA Corp
7,150,477
774,968.7
-8.86%
15.590
-1.68%
0.030
+63.33%
+27.10%
4,161,736.6
Semiconductors
QQQ PUT
INVESCO QQQ Trust
988,000
463,293.0
0%
9.320
0%
0.160
+25.16%
+8.91%
353,982.9
 
SNOW
Snowflake Inc
2,947,384
430,789.7
-40.80%
8.670
-5.65%
0.880
+44.85%
+37.03%
70,598.7
Software
UBER
Uber Technologies Inc
5,666,302
412,846.8
+1.39%
8.300
+0.11%
0.270
+23.95%
+50.13%
189,376.2
Software
MSFT
Microsoft Corp
975,080
366,035.3
-1.85%
7.360
-0.14%
0.010
+36.15%
+20.28%
3,753,620.5
Software
CFLT
Confluent Inc
13,042,080
305,706.4
+11.03%
6.150
+0.61%
3.830
+13.41%
-12.75%
8,303.8
Software
AMZN
Amazon.com Inc
1,045,155
198,851.2
+19.96%
4.000
+0.67%
0.010
+29.22%
+2.68%
2,391,545.7
Retail - Cyclical
CPNG
Coupang Inc
7,441,445
163,190.9
+24.32%
3.280
+0.64%
0.410
+46.54%
+41.54%
56,483.7
Retail - Cyclical
CART
Maplebear Inc
3,348,128
133,556.8
+31.94%
2.690
+0.65%
1.280
+16.68%
+18.54%
12,802.1
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
$211.19
24.45%
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
$183.32
1.08%
Sold Out
0
-867,305
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-2.59%
●
222.15 ($333.26) 428.22
$319.96
-3.99%
Sold Out
0
-355,130
HOOD
Robinhood Markets Inc
2025-03-31
New Buy
New Buy
+2.42%
●
35.63 ($47.54) 65.28
$102.44
115.48%
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
$141.11
266.14%
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
$236.70
21.80%
Sold Out
0
-504,380
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-1.68%
●
106.98 ($126.74) 149.43
$170.40
34.45%
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
$255.90
-17.72%
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
$114.97
-0.29%
New holding
540,370
540,370
IOT
Samsara Inc
2025-03-31
Sold Out
Sold Out
-1.15%
●
34.06 ($46.57) 60.96
$37.28
-19.95%
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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