← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2024-06-30 · Filed 2024-08-14 · Accession 0001541617-24-000007
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | APPLE INC | COM · 037833100 | LONG | 271,370 | $57.2 million |
| 2 | ASTERA LABS INC | COM · 04626A103 | LONG | 400,000 | $24.2 million |
| 3 | Amazon.com | COM · 023135106 | LONG | 1,434,330 | $277.2 million |
| 4 | AMPHENOL CORP NEW | CL A · 032095101 | LONG | 2,025,300 | $136.4 million |
| 5 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 12,889,058 | $380.6 million |
| 6 | COUPANG INC | CL A · 22266T109 | LONG | 5,295,745 | $110.9 million |
| 7 | SALESFORCE INC | COM · 79466L302 | LONG | 363,590 | $93.5 million |
| 8 | DELL TECHNOLOGIES INC | CL C · 24703L202 | LONG | 493,940 | $68.1 million |
| 9 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 674,530 | $122.9 million |
| 10 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $561,896 |
| 11 | SAMSARA INC | COM CL A · 79589L106 | LONG | 815,660 | $27.5 million |
| 12 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 51,820 | $85.2 million |
| 13 | META PLATFORMS INC | CL A · 30303M102 | LONG | 2,292,661 | $1.16 billion |
| 14 | MICROSOFT CORP | COM · 594918104 | LONG | 1,625,640 | $726.6 million |
| 15 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 7,740,810 | $956.3 million |
| 16 | PDD HOLDINGS INC | SPONSORED ADS · 722304102 | LONG | 1,714,185 | $227.9 million |
| 17 | RUBRIK INC. | CL A · 781154109 | LONG | 175,000 | $5.4 million |
| 18 | SNOWFLAKE INC | CL A · 833445109 | LONG | 9,550,746 | $1.29 billion |
| 19 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 13,515,060 | $982.3 million |
| 20 | WEBTOON ENTMT INC | COM · 94845U105 | LONG | 120,000 | $2.7 million |