Altimeter Capital portfolio · 2024-03-31
Disclosed long book
$6.51 billion
Long positions
17
Calls / puts
0 / 0
Top 5 concentration
80.6%
Longs with AI data
0 / 17
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 | 10,281,089 | $1.66 billion | 25.5% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 2,357,401 | $1.14 billion | 17.6% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 13,336,600 | $1.03 billion | 15.8% | UNCHANGED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 793,145 | $716.7 million | 11.0% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,649,870 | $694.1 million | 10.7% | REDUCED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 12,995,503 | $396.6 million | 6.1% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 1,507,305 | $271.9 million | 4.2% | INCREASED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,767,931 | $205.5 million | 3.2% | REDUCED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 589,700 | $103.7 million | 1.6% | INCREASED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 3,966,845 | $70.6 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
DELL TECHNOLOGIES INC DELL TECHNOLOGIES INC · CL C · 24703L202 | LONG | 489,250 | $55.8 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 39,610 | $52.5 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 286,430 | $43.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | LONG | 400,000 | $29.7 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
COHERENT CORP COHERENT CORP · COM · 19247G107 | LONG | 428,270 | $26.0 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 6,245 | $9.4 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $653,823 | — | UNCHANGED | — | 1Y — 5Y — |