← Altimeter Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2024-09-30 · Filed 2024-11-14 · Accession 0001541617-24-000009

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#IssuerClass / CUSIPKindSharesValue
1ASTERA LABS INCCOM · 04626A103LONG400,000$21.0 million
2Amazon.comCOM · 023135106LONG902,290$168.1 million
3BROADCOM INCCOM · 11135F101LONG396,895$68.5 million
4CONFLUENT INCCLASS A COM · 20717M103LONG13,626,464$277.7 million
5COUPANG INCCL A · 22266T109LONG6,559,675$161.0 million
6SALESFORCE INCCOM · 79466L302LONG457,735$125.3 million
7DUOLINGO INCCL A COM · 26603R106LONG191,625$54.0 million
8FUTU HLDGS LTDSPON ADS CL A · 36118L106LONG575,750$55.1 million
9ALPHABET INCCAP STK CL A · 02079K305LONG661,645$109.7 million
10GRAB HOLDINGS LIMITEDW EXP 12/1/202 · G0370L116LONG3,502,000$849,235
11SAMSARA INCCOM CL A · 79589L106LONG1,452,933$69.9 million
12KRANESHARES TRUSTCSI CHI INTERNET · 500767306LONG5,671,010$192.9 million
13LINEAGE INCCOM · 53566V106LONG400,000$31.4 million
14MERCADOLIBRE INCCOM · 58733R102LONG61,460$126.1 million
15META PLATFORMS INCCL A · 30303M102LONG2,264,001$1.30 billion
16MICROSOFT CORPCOM · 594918104LONG1,585,900$682.4 million
17NVIDIA CORPORATIONCOM · 67066G104LONG7,796,589$946.8 million
18RUBRIK INC.CL A · 781154109LONG1,648,598$53.0 million
19SNOWFLAKE INCCL A · 833445109LONG8,647,959$993.3 million
20TESLA INCCOM · 88160R101LONG662,400$173.3 million
21TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS · 874039100LONG519,290$90.2 million
22UBER TECHNOLOGIES INCCOM · 90353T100LONG13,336,600$1.00 billion
23ZILLOW GROUP INCCL C CAP STK · 98954M200LONG855,580$54.6 million