Altimeter Capital Management, Lp Top Holdings and 13F Report (2025) About Altimeter Capital Management, LpInvestment ActivityAltimeter Capital Management, Lp has $5.55 billion in total holdings as of December 31, 2024.Altimeter Capital Management, Lp owns shares of 24 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.67% of the portfolio was purchased this quarter.About 40.30% of the portfolio was sold this quarter.This quarter, Altimeter Capital Management, Lp has purchased 23 new stocks and bought additional shares in 5 stocks.Altimeter Capital Management, Lp sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Meta Platforms $1,078,618,325NVIDIA $1,053,608,319Snowflake $768,700,848Microsoft $418,751,820Uber Technologies $337,115,933 Largest New Holdings this Quarter MAPLEBEAR INC $105,108,138 HoldingFLUTTER ENTMT PLC $98,292,412 HoldingTwilio $63,001,453 HoldingMicron Technology $51,724,315 HoldingSERVICETITAN INC $4,114,800 Holding Largest Purchases this Quarter MAPLEBEAR INC 2,537,618 shares (about $105.11M)FLUTTER ENTMT PLC 380,315 shares (about $98.29M)Twilio 582,915 shares (about $63.00M)Micron Technology 614,595 shares (about $51.72M)Alphabet 205,660 shares (about $38.93M) Largest Sales this Quarter Snowflake 3,669,649 shares (about $566.63M)Uber Technologies 7,747,808 shares (about $467.35M)Microsoft 592,420 shares (about $249.71M)Meta Platforms 421,815 shares (about $246.98M)Tesla 307,270 shares (about $124.09M) 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$1,078,618,325$246,976,901 ▼-18.6%1,842,18619.4%Computer and TechnologyNVDANVIDIA$1,053,608,319$6,604,382 ▲0.6%7,845,76919.0%Computer and TechnologySNOWSnowflake$768,700,848$566,630,503 ▼-42.4%4,978,31013.9%Computer and TechnologyMSFTMicrosoft$418,751,820$249,705,030 ▼-37.4%993,4807.6%Computer and TechnologyUBERUber Technologies$337,115,933$467,347,778 ▼-58.1%5,588,7926.1%Computer and TechnologyCFLTConfluent$328,428,505$52,567,428 ▼-13.8%11,746,3705.9%Computer and TechnologyAMZNAmazon.com$191,138,053$6,815,350 ▼-3.4%871,2253.4%Retail/WholesaleGOOGLAlphabet$164,180,837$38,931,438 ▲31.1%867,3053.0%Computer and TechnologyTSLATesla$143,415,700$124,087,917 ▼-46.4%355,1302.6%Auto/Tires/TrucksCPNGCoupang$131,569,862$12,611,794 ▼-8.7%5,985,8902.4%Retail/WholesaleRUBRIK INC.$107,327,525$424,840 ▼-0.4%1,642,0981.9%CL AMAPLEBEAR INC$105,108,138$105,108,138 ▲New Holding2,537,6181.9%COMTSMTaiwan Semiconductor Manufacturing$99,610,006$2,944,576 ▼-2.9%504,3801.8%Computer and TechnologyFLUTTER ENTMT PLC$98,292,412$98,292,412 ▲New Holding380,3151.8%SHSZZillow Group$96,319,648$32,963,950 ▲52.0%1,300,7381.7%FinanceCRMSalesforce$90,845,819$62,188,723 ▼-40.6%271,7251.6%Computer and TechnologyASTERA LABS INC$77,407,754$24,427,754 ▲46.1%584,4301.4%COMIOTSamsara$63,706,486$227,843 ▲0.4%1,458,1481.1%Computer and TechnologyTWLOTwilio$63,001,453$63,001,453 ▲New Holding582,9151.1%Computer and TechnologyMELIMercadoLibre$61,649,452$42,859,590 ▼-41.0%36,2551.1%Retail/WholesaleMUMicron Technology$51,724,315$51,724,315 ▲New Holding614,5950.9%Computer and TechnologyDUOLINGO INC$9,848,486$52,282,086 ▼-84.1%30,3750.2%CL A COMSERVICETITAN INC$4,114,800$4,114,800 ▲New Holding40,0000.1%SHS CL AGRAB HOLDINGS LIMITED$1,427,0650.0%3,502,0000.0%W EXP 12/1/202KWEBKraneShares CSI China Internet ETF$0$192,927,761 ▼-100.0%00.0%ManufacturingAVGOBroadcom$0$68,464,388 ▼-100.0%00.0%Computer and TechnologyFUTUFutu$0$55,070,488 ▼-100.0%00.0%Business ServicesLINEAGE CELL THERAPUTICS IN$0$31,352,000 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
