← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2025-09-30 · Filed 2025-11-14 · Accession 0001541617-25-000013
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | Amazon.com | COM · 023135106 | LONG | 2,167,474 | $475.9 million |
| 2 | ARM HOLDINGS PLC | SPONSORED ADS · 042068205 | LONG | 1,098,139 | $155.4 million |
| 3 | BROADCOM INC | COM · 11135F101 | LONG | 744,776 | $245.7 million |
| 4 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 969,100 | $173.2 million |
| 5 | MAPLEBEAR INC | COM · 565394103 | LONG | 3,324,951 | $122.2 million |
| 6 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 11,281,793 | $223.4 million |
| 7 | COUPANG INC | CL A · 22266T109 | LONG | 10,024,584 | $322.8 million |
| 8 | GEMINI SPACE STA INC | CL A COM · 36866J105 | LONG | 1,600,000 | $38.3 million |
| 9 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 313,132 | $76.1 million |
| 10 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.8 million |
| 11 | ROBINHOOD MKTS INC | COM CL A · 770700102 | LONG | 2,596,875 | $371.8 million |
| 12 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 37,841 | $88.4 million |
| 13 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,865,938 | $1.37 billion |
| 14 | MICROSOFT CORP | COM · 594918104 | LONG | 1,162,092 | $601.9 million |
| 15 | NETSKOPE INC | CL A · 64119N608 | LONG | 325,000 | $7.4 million |
| 16 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 7,644,898 | $1.43 billion |
| 17 | PDD HOLDINGS INC | SPONSORED ADS · 722304102 | LONG | 1,371,680 | $181.3 million |
| 18 | PATTERN GROUP INC | COM SER A · 70339W104 | LONG | 721,430 | $9.9 million |
| 19 | SNOWFLAKE INC | COM SHS · 833445109 | LONG | 2,428,384 | $547.7 million |
| 20 | SYNOPSYS INC | COM · 871607107 | LONG | 258,280 | $127.4 million |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 1,068,677 | $298.5 million |
| 22 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 5,588,792 | $547.5 million |
| 23 | ZILLOW GROUP INC | CL C CAP STK · 98954M200 | LONG | 2,187,421 | $168.5 million |