← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2024-03-31 · Filed 2024-05-15 · Accession 0001541617-24-000006
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | Amazon.com | COM · 023135106 | LONG | 1,507,305 | $271.9 million |
| 2 | ASTERA LABS INC | COM · 04626A103 | LONG | 400,000 | $29.7 million |
| 3 | BROADCOM INC | COM · 11135F101 | LONG | 39,610 | $52.5 million |
| 4 | COHERENT CORP | COM · 19247G107 | LONG | 428,270 | $26.0 million |
| 5 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 12,995,503 | $396.6 million |
| 6 | COUPANG INC | CL A · 22266T109 | LONG | 3,966,845 | $70.6 million |
| 7 | DELL TECHNOLOGIES INC | CL C · 24703L202 | LONG | 489,250 | $55.8 million |
| 8 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 286,430 | $43.2 million |
| 9 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $653,823 |
| 10 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 6,245 | $9.4 million |
| 11 | META PLATFORMS INC | CL A · 30303M102 | LONG | 2,357,401 | $1.14 billion |
| 12 | MICROSOFT CORP | COM · 594918104 | LONG | 1,649,870 | $694.1 million |
| 13 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 793,145 | $716.7 million |
| 14 | PDD HOLDINGS INC | SPONSORED ADS · 722304102 | LONG | 1,767,931 | $205.5 million |
| 15 | SNOWFLAKE INC | CL A · 833445109 | LONG | 10,281,089 | $1.66 billion |
| 16 | TESLA INC | COM · 88160R101 | LONG | 589,700 | $103.7 million |
| 17 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 13,336,600 | $1.03 billion |