Altimeter Capital portfolio · 2024-06-30
Disclosed long book
$6.73 billion
Long positions
20
Calls / puts
0 / 0
Top 5 concentration
75.9%
Longs with AI data
3 / 20
Average AI 1Y
+24.3%
13F filing comparison
Quarter-over-quarter changes
2024-03-31 to 2024-06-30
Newly reported
6
No longer reported
3
Increased
6
Reduced
6
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
AMPHENOL CORP NEW AMPHENOL CORP NEW | LONG | 2,025,300 | $136.4 million |
SALESFORCE INC SALESFORCE INC | LONG | 363,590 | $93.5 million |
APPLE INC APPLE INC | LONG | 271,370 | $57.2 million |
SAMSARA INC SAMSARA INC | LONG | 815,660 | $27.5 million |
RUBRIK INC. RUBRIK INC. | LONG | 175,000 | $5.4 million |
WEBTOON ENTMT INC WEBTOON ENTMT INC | LONG | 120,000 | $2.7 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
BROADCOM INC BROADCOM INC · COM | LONG | 39,610 | $52.5 million |
COHERENT CORP COHERENT CORP · COM | LONG | 428,270 | $26.0 million |
TESLA INC TESLA INC · COM | LONG | 589,700 | $103.7 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 9,550,746 | $1.29 billion | 19.2% | REDUCED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 2,292,661 | $1.16 billion | 17.2% | REDUCED | — | 1Y +22.1% 5Y +130.9% · 27 models |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 13,515,060 | $982.3 million | 14.6% | INCREASED | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 7,740,810 | $956.3 million | 14.2% | INCREASED | — | 1Y +34.1% 5Y +197.4% · 27 models |
MSFT Microsoft Corporation | LONG | 1,625,640 | $726.6 million | 10.8% | REDUCED | — | 1Y +16.6% 5Y +97.8% · 27 models |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 12,889,058 | $380.6 million | 5.7% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 1,434,330 | $277.2 million | 4.1% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,714,185 | $227.9 million | 3.4% | REDUCED | — | 1Y — 5Y — |
AMPHENOL CORP NEW AMPHENOL CORP NEW · CL A · 032095101 | LONG | 2,025,300 | $136.4 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 674,530 | $122.9 million | 1.8% | INCREASED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 5,295,745 | $110.9 million | 1.6% | INCREASED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 363,590 | $93.5 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 51,820 | $85.2 million | 1.3% | INCREASED | — | 1Y — 5Y — |
DELL TECHNOLOGIES INC DELL TECHNOLOGIES INC · CL C · 24703L202 | LONG | 493,940 | $68.1 million | 1.0% | INCREASED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 271,370 | $57.2 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 815,660 | $27.5 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | LONG | 400,000 | $24.2 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
RUBRIK INC. RUBRIK INC. · CL A · 781154109 | LONG | 175,000 | $5.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
WEBTOON ENTMT INC WEBTOON ENTMT INC · COM · 94845U105 | LONG | 120,000 | $2.7 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $561,896 | — | UNCHANGED | — | 1Y — 5Y — |