Altimeter Capital Management, Lp Top Holdings and 13F Report (2024) About Altimeter Capital Management, LpInvestment ActivityAltimeter Capital Management, Lp has $6.75 billion in total holdings as of September 30, 2024.Altimeter Capital Management, Lp owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 13.27% of the portfolio was purchased this quarter.About 11.02% of the portfolio was sold this quarter.This quarter, Altimeter Capital Management, Lp has purchased 20 new stocks and bought additional shares in 7 stocks.Altimeter Capital Management, Lp sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Meta Platforms $1,296,004,732Uber Technologies $1,002,378,856Snowflake $993,304,571NVIDIA $946,817,768Microsoft $682,412,771 Largest New Holdings this Quarter KraneShares CSI China Internet ETF $192,927,761 HoldingTesla $173,303,712 HoldingTaiwan Semiconductor Manufacturing $90,185,094 HoldingBroadcom $68,464,388 HoldingFutu $55,070,488 Holding Largest Purchases this Quarter KraneShares CSI China Internet ETF 5,671,010 shares (about $192.93M)Tesla 662,400 shares (about $173.30M)Taiwan Semiconductor Manufacturing 519,290 shares (about $90.19M)Broadcom 396,895 shares (about $68.46M)Futu 575,750 shares (about $55.07M) Largest Sales this Quarter Snowflake 902,787 shares (about $103.69M)Amazon.com 532,040 shares (about $99.14M)Microsoft 39,740 shares (about $17.10M)Meta Platforms 28,660 shares (about $16.41M)Uber Technologies 178,460 shares (about $13.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltimeter Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$1,296,004,732$16,406,130 ▼-1.3%2,264,00119.2%Computer and TechnologyUBERUber Technologies$1,002,378,856$13,413,054 ▼-1.3%13,336,60014.8%Computer and TechnologySNOWSnowflake$993,304,571$103,694,115 ▼-9.5%8,647,95914.7%Computer and TechnologyNVDANVIDIA$946,817,768$6,773,802 ▲0.7%7,796,58914.0%Computer and TechnologyMSFTMicrosoft$682,412,771$17,100,122 ▼-2.4%1,585,90010.1%Computer and TechnologyCFLTConfluent$277,707,336$15,028,334 ▲5.7%13,626,4644.1%Business ServicesKWEBKraneShares CSI China Internet ETF$192,927,761$192,927,761 ▲New Holding5,671,0102.9%ManufacturingTSLATesla$173,303,712$173,303,712 ▲New Holding662,4002.6%Auto/Tires/TrucksAMZNAmazon.com$168,123,696$99,135,013 ▼-37.1%902,2902.5%Retail/WholesaleCPNGCoupang$161,040,022$31,029,482 ▲23.9%6,559,6752.4%Retail/WholesaleMELIMercadoLibre$126,113,462$19,780,894 ▲18.6%61,4601.9%Retail/WholesaleCRMSalesforce$125,286,647$25,768,428 ▲25.9%457,7351.9%Computer and TechnologyGOOGLAlphabet$109,733,823$2,136,977 ▼-1.9%661,6451.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$90,185,094$90,185,094 ▲New Holding519,2901.3%Computer and TechnologyIOTSamsara$69,915,136$30,665,577 ▲78.1%1,452,9331.0%Computer and TechnologyAVGOBroadcom$68,464,388$68,464,388 ▲New Holding396,8951.0%Computer and TechnologyFUTUFutu$55,070,488$55,070,488 ▲New Holding575,7500.8%Business ServicesZZillow Group$54,628,783$54,628,783 ▲New Holding855,5800.8%FinanceDUOLINGO INC$54,042,082$54,042,082 ▲New Holding191,6250.8%CL A COMRUBRIK INC.$53,002,425$47,376,175 ▲842.1%1,648,5980.8%CL ALINEAGE CELL THERAPUTICS IN$31,352,000$31,352,000 ▲New Holding400,0000.5%COMASTERA LABS INC$20,956,0000.0%400,0000.3%COMGRAB HOLDINGS LIMITED$849,2350.0%3,502,0000.0%W EXP 12/1/202PDDPDD$0$227,900,896 ▼-100.0%00.0%Multi-Sector ConglomeratesAPHAmphenol$0$136,444,461 ▼-100.0%00.0%Computer and TechnologyDELLDell Technologies$0$68,119,266 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$57,155,950 ▼-100.0%00.0%Computer and TechnologyWEBTOON ENTMT INC$0$2,739,600 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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