← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2024-12-31 · Filed 2025-02-14 · Accession 0001541617-25-000002
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ASTERA LABS INC | COM · 04626A103 | LONG | 584,430 | $77.4 million |
| 2 | Amazon.com | COM · 023135106 | LONG | 871,225 | $191.1 million |
| 3 | MAPLEBEAR INC | COM · 565394103 | LONG | 2,537,618 | $105.1 million |
| 4 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 11,746,370 | $328.4 million |
| 5 | COUPANG INC | CL A · 22266T109 | LONG | 5,985,890 | $131.6 million |
| 6 | SALESFORCE INC | COM · 79466L302 | LONG | 271,725 | $90.8 million |
| 7 | DUOLINGO INC | CL A COM · 26603R106 | LONG | 30,375 | $9.8 million |
| 8 | FLUTTER ENTMT PLC | SHS · G3643J108 | LONG | 380,315 | $98.3 million |
| 9 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 867,305 | $164.2 million |
| 10 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.4 million |
| 11 | SAMSARA INC | COM CL A · 79589L106 | LONG | 1,458,148 | $63.7 million |
| 12 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 36,255 | $61.6 million |
| 13 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,842,186 | $1.08 billion |
| 14 | MICROSOFT CORP | COM · 594918104 | LONG | 993,480 | $418.8 million |
| 15 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 614,595 | $51.7 million |
| 16 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 7,845,769 | $1.05 billion |
| 17 | RUBRIK INC. | CL A · 781154109 | LONG | 1,642,098 | $107.3 million |
| 18 | SNOWFLAKE INC | CL A · 833445109 | LONG | 4,978,310 | $768.7 million |
| 19 | TESLA INC | COM · 88160R101 | LONG | 355,130 | $143.4 million |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 504,380 | $99.6 million |
| 21 | SERVICETITAN INC | SHS CL A · 81764X103 | LONG | 40,000 | $4.1 million |
| 22 | TWILIO INC | CL A · 90138F102 | LONG | 582,915 | $63.0 million |
| 23 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 5,588,792 | $337.1 million |
| 24 | ZILLOW GROUP INC | CL C CAP STK · 98954M200 | LONG | 1,300,738 | $96.3 million |