Altimeter Capital portfolio · 2025-09-30
Disclosed long book
$7.58 billion
Long positions
23
Calls / puts
0 / 0
Top 5 concentration
59.3%
Longs with AI data
5 / 23
Average AI 1Y
+25.1%
13F filing comparison
Quarter-over-quarter changes
2025-06-30 to 2025-09-30
Newly reported
10
No longer reported
5
Increased
4
Reduced
8
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC | LONG | 2,428,384 | $547.7 million |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC | LONG | 2,596,875 | $371.8 million |
BROADCOM INC BROADCOM INC | LONG | 744,776 | $245.7 million |
PINDUODUO INC PINDUODUO INC | LONG | 1,371,680 | $181.3 million |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD | LONG | 969,100 | $173.2 million |
SYNOPSYS INC SYNOPSYS INC | LONG | 258,280 | $127.4 million |
ALPHABET INC ALPHABET INC | LONG | 313,132 | $76.1 million |
GEMINI SPACE STA INC GEMINI SPACE STA INC | LONG | 1,600,000 | $38.3 million |
PATTERN GROUP INC PATTERN GROUP INC | LONG | 721,430 | $9.9 million |
NETSKOPE INC NETSKOPE INC | LONG | 325,000 | $7.4 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
COREWEAVE INC COREWEAVE INC · COM CL A | LONG | 649,536 | $105.9 million |
DATADOG INC DATADOG INC · CL A COM | LONG | 881,730 | $118.4 million |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · CL A | LONG | 3,245,457 | $303.9 million |
SAMSARA INC SAMSARA INC · COM CL A | LONG | 2,990,578 | $119.0 million |
SNOWFLAKE INC SNOWFLAKE INC · CL A | LONG | 2,825,630 | $632.3 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 |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA Corporation | LONG | 7,644,898 | $1.43 billion | 18.8% | REDUCED | 36.8% | 1Y +35.5% 5Y +209.6% · 25 models |
META Meta Platforms Inc. | LONG | 1,865,938 | $1.37 billion | 18.1% | REDUCED | 24.5% | 1Y +22.4% 5Y +133.8% · 25 models |
MSFT Microsoft Corporation | LONG | 1,162,092 | $601.9 million | 7.9% | INCREASED | 17.9% | 1Y +16.8% 5Y +100.8% · 25 models |
SNOWFLAKE INC SNOWFLAKE INC · COM SHS · 833445109 | LONG | 2,428,384 | $547.7 million | 7.2% | NEWLY REPORTED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 5,588,792 | $547.5 million | 7.2% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 2,167,474 | $475.9 million | 6.3% | INCREASED | — | 1Y — 5Y — |
ROBINHOOD MKTS INC ROBINHOOD MKTS INC · COM CL A · 770700102 | LONG | 2,596,875 | $371.8 million | 4.9% | NEWLY REPORTED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 10,024,584 | $322.8 million | 4.3% | REDUCED | — | 1Y — 5Y — |
TSM Taiwan Semiconductor Manufacturing Co. | LONG | 1,068,677 | $298.5 million | 3.9% | INCREASED | 25.7% | 1Y +24.4% 5Y +142.1% · 24 models |
BROADCOM INC BROADCOM INC · COM · 11135F101 | LONG | 744,776 | $245.7 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 11,281,793 | $223.4 million | 2.9% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,371,680 | $181.3 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 969,100 | $173.2 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · CL C CAP STK · 98954M200 | LONG | 2,187,421 | $168.5 million | 2.2% | REDUCED | — | 1Y — 5Y — |
ARM Arm Holdings plc | LONG | 1,098,139 | $155.4 million | 2.0% | INCREASED | 32.7% | 1Y +26.4% 5Y +162.2% · 25 models |
SYNOPSYS INC SYNOPSYS INC · COM · 871607107 | LONG | 258,280 | $127.4 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
MAPLEBEAR INC MAPLEBEAR INC · COM · 565394103 | LONG | 3,324,951 | $122.2 million | 1.6% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 37,841 | $88.4 million | 1.2% | REDUCED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 313,132 | $76.1 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
GEMINI SPACE STA INC GEMINI SPACE STA INC · CL A COM · 36866J105 | LONG | 1,600,000 | $38.3 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
PATTERN GROUP INC PATTERN GROUP INC · COM SER A · 70339W104 | LONG | 721,430 | $9.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NETSKOPE INC NETSKOPE INC · CL A · 64119N608 | LONG | 325,000 | $7.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.8 million | — | UNCHANGED | — | 1Y — 5Y — |