Altimeter Capital portfolio · 2023-12-31
Disclosed long book
$6.02 billion
Long positions
11
Calls / puts
0 / 0
Top 5 concentration
85.7%
Longs with AI data
0 / 11
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 12,424,944 | $2.47 billion | 41.1% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 2,404,781 | $851.2 million | 14.1% | UNCHANGED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 13,336,600 | $821.1 million | 13.6% | UNCHANGED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,652,960 | $621.6 million | 10.3% | UNCHANGED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 799,660 | $396.0 million | 6.6% | INCREASED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 14,729,458 | $344.7 million | 5.7% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,882,770 | $275.5 million | 4.6% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 1,254,720 | $190.6 million | 3.2% | UNCHANGED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 156,670 | $38.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 6,245 | $9.8 million | 0.2% | INCREASED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $787,775 | — | UNCHANGED | — | 1Y — 5Y — |