← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2025-06-30 · Filed 2025-08-14 · Accession 0001541617-25-000009
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | Amazon.com | COM · 023135106 | LONG | 1,464,863 | $321.4 million |
| 2 | ARM HOLDINGS PLC | SPONSORED ADS · 042068205 | LONG | 933,208 | $150.9 million |
| 3 | MAPLEBEAR INC | COM · 565394103 | LONG | 4,216,768 | $190.8 million |
| 4 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 15,552,976 | $387.7 million |
| 5 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 649,536 | $105.9 million |
| 6 | COUPANG INC | CL A · 22266T109 | LONG | 11,432,698 | $342.5 million |
| 7 | DATADOG INC | CL A COM · 23804L103 | LONG | 881,730 | $118.4 million |
| 8 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.4 million |
| 9 | ROBINHOOD MKTS INC | CL A · 770700102 | LONG | 3,245,457 | $303.9 million |
| 10 | SAMSARA INC | COM CL A · 79589L106 | LONG | 2,990,578 | $119.0 million |
| 11 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 46,539 | $121.6 million |
| 12 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,877,301 | $1.39 billion |
| 13 | MICROSOFT CORP | COM · 594918104 | LONG | 1,058,121 | $526.3 million |
| 14 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 8,252,160 | $1.30 billion |
| 15 | SNOWFLAKE INC | CL A · 833445109 | LONG | 2,825,630 | $632.3 million |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 867,209 | $196.4 million |
| 17 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 5,953,104 | $555.4 million |
| 18 | ZILLOW GROUP INC | CL C CAP STK · 98954M200 | LONG | 2,387,772 | $167.3 million |