← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2025-03-31 · Filed 2025-05-15 · Accession 0001541617-25-000005
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ASTERA LABS INC | COM · 04626A103 | LONG | 981,697 | $58.6 million |
| 2 | Amazon.com | COM · 023135106 | LONG | 1,045,155 | $198.9 million |
| 3 | ARM HOLDINGS PLC | SPONSORED ADS · 042068205 | LONG | 175,600 | $18.8 million |
| 4 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 540,370 | $71.5 million |
| 5 | MAPLEBEAR INC | COM · 565394103 | LONG | 3,348,128 | $133.6 million |
| 6 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 13,042,080 | $305.7 million |
| 7 | COUPANG INC | CL A · 22266T109 | LONG | 7,441,445 | $163.2 million |
| 8 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 2,999,536 | $111.2 million |
| 9 | FLUTTER ENTMT PLC | SHS · G3643J108 | LONG | 568,410 | $125.9 million |
| 10 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.4 million |
| 11 | ROBINHOOD MKTS INC | CL A · 770700102 | LONG | 2,885,714 | $120.1 million |
| 12 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 3,300 | $6.4 million |
| 13 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,835,636 | $1.06 billion |
| 14 | MICROSOFT CORP | COM · 594918104 | LONG | 975,080 | $366.0 million |
| 15 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 7,150,477 | $775.0 million |
| 16 | RUBRIK INC. | CL A · 781154109 | LONG | 832,003 | $50.7 million |
| 17 | SAILPOINT INC | COM · 78781J109 | LONG | 250,000 | $4.7 million |
| 18 | SNOWFLAKE INC | CL A · 833445109 | LONG | 2,947,384 | $430.8 million |
| 19 | SERVICETITAN INC | SHS CL A · 81764X103 | LONG | 40,000 | $3.8 million |
| 20 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 5,666,302 | $412.8 million |
| 21 | INVESCO QQQ TR | PUT · 46090E103 | LONG | 988,000 | $463.3 million |
| 22 | ZILLOW GROUP INC | CL C CAP STK · 98954M200 | LONG | 1,323,554 | $90.7 million |