Altimeter Capital portfolio · 2024-12-31
Disclosed long book
$5.54 billion
Long positions
24
Calls / puts
0 / 0
Top 5 concentration
66.0%
Longs with AI data
10 / 24
Average AI 1Y
+22.0%
13F filing comparison
Quarter-over-quarter changes
2024-09-30 to 2024-12-31
Newly reported
5
No longer reported
4
Increased
5
Reduced
13
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
MAPLEBEAR INC MAPLEBEAR INC | LONG | 2,537,618 | $105.1 million |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC | LONG | 380,315 | $98.3 million |
TWLO TWILIO INC | LONG | 582,915 | $63.0 million |
MU MICRON TECHNOLOGY INC | LONG | 614,595 | $51.7 million |
SERVICETITAN INC SERVICETITAN INC | LONG | 40,000 | $4.1 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 | 396,895 | $68.5 million |
FUTU HLDGS LTD FUTU HLDGS LTD · SPON ADS CL A | LONG | 575,750 | $55.1 million |
KRANESHARES TRUST KRANESHARES TRUST · CSI CHI INTERNET | LONG | 5,671,010 | $192.9 million |
LINEAGE INC LINEAGE INC · COM | LONG | 400,000 | $31.4 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 |
|---|---|---|---|---|---|---|---|
META Meta Platforms Inc. | LONG | 1,842,186 | $1.08 billion | 19.5% | REDUCED | — | 1Y +21.0% 5Y +124.1% · 32 models |
NVDA NVIDIA Corporation | LONG | 7,845,769 | $1.05 billion | 19.0% | INCREASED | — | 1Y +32.4% 5Y +188.0% · 33 models |
SNOW Snowflake Inc. | LONG | 4,978,310 | $768.7 million | 13.9% | REDUCED | — | 1Y +19.4% 5Y +114.5% · 31 models |
MSFT Microsoft Corporation | LONG | 993,480 | $418.8 million | 7.6% | REDUCED | — | 1Y +16.3% 5Y +98.3% · 32 models |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 5,588,792 | $337.1 million | 6.1% | REDUCED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 11,746,370 | $328.4 million | 5.9% | REDUCED | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 871,225 | $191.1 million | 3.4% | REDUCED | — | 1Y +21.3% 5Y +126.1% · 32 models |
GOOGL Alphabet Inc. | LONG | 867,305 | $164.2 million | 3.0% | INCREASED | — | 1Y +18.6% 5Y +102.1% · 32 models |
TSLA Tesla Inc. | LONG | 355,130 | $143.4 million | 2.6% | REDUCED | — | 1Y +17.4% 5Y +116.5% · 33 models |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 5,985,890 | $131.6 million | 2.4% | REDUCED | — | 1Y — 5Y — |
RUBRIK INC. RUBRIK INC. · CL A · 781154109 | LONG | 1,642,098 | $107.3 million | 1.9% | REDUCED | — | 1Y — 5Y — |
MAPLEBEAR INC MAPLEBEAR INC · COM · 565394103 | LONG | 2,537,618 | $105.1 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TSM Taiwan Semiconductor Manufacturing Co. | LONG | 504,380 | $99.6 million | 1.8% | REDUCED | — | 1Y +24.1% 5Y +140.8% · 31 models |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS · G3643J108 | LONG | 380,315 | $98.3 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · CL C CAP STK · 98954M200 | LONG | 1,300,738 | $96.3 million | 1.7% | INCREASED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 271,725 | $90.8 million | 1.6% | REDUCED | — | 1Y — 5Y — |
ASTERA LABS INC ASTERA LABS INC · COM · 04626A103 | LONG | 584,430 | $77.4 million | 1.4% | INCREASED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 1,458,148 | $63.7 million | 1.1% | INCREASED | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 582,915 | $63.0 million | 1.1% | NEWLY REPORTED | — | 1Y +19.5% 5Y +100.9% · 31 models |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 36,255 | $61.6 million | 1.1% | REDUCED | — | 1Y — 5Y — |
MU Micron Technology Inc. | LONG | 614,595 | $51.7 million | 0.9% | NEWLY REPORTED | — | 1Y +30.4% 5Y +145.3% · 31 models |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 30,375 | $9.8 million | 0.2% | REDUCED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 40,000 | $4.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.4 million | — | UNCHANGED | — | 1Y — 5Y — |