Altimeter Capital portfolio · 2025-06-30
Disclosed long book
$6.93 billion
Long positions
18
Calls / puts
0 / 0
Top 5 concentration
63.5%
Longs with AI data
0 / 18
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 1,877,301 | $1.39 billion | 20.0% | INCREASED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 8,252,160 | $1.30 billion | 18.8% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 2,825,630 | $632.3 million | 9.1% | REDUCED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 5,953,104 | $555.4 million | 8.0% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,058,121 | $526.3 million | 7.6% | INCREASED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 15,552,976 | $387.7 million | 5.6% | INCREASED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 11,432,698 | $342.5 million | 4.9% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 1,464,863 | $321.4 million | 4.6% | INCREASED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · CL A · 770700102 | LONG | 3,245,457 | $303.9 million | 4.4% | INCREASED | — | 1Y — 5Y — |
TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 | LONG | 867,209 | $196.4 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
MAPLEBEAR INC MAPLEBEAR INC · COM · 565394103 | LONG | 4,216,768 | $190.8 million | 2.8% | INCREASED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · CL C CAP STK · 98954M200 | LONG | 2,387,772 | $167.3 million | 2.4% | INCREASED | — | 1Y — 5Y — |
ARM HOLDINGS PLC ARM HOLDINGS PLC · SPONSORED ADS · 042068205 | LONG | 933,208 | $150.9 million | 2.2% | INCREASED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 46,539 | $121.6 million | 1.8% | INCREASED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 2,990,578 | $119.0 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 881,730 | $118.4 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
COREWEAVE INC COREWEAVE INC · COM CL A · 21873S108 | LONG | 649,536 | $105.9 million | 1.5% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.4 million | — | UNCHANGED | — | 1Y — 5Y — |