← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2025-12-31 · Filed 2026-02-17 · Accession 0001541617-26-000002
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | Amazon.com | COM · 023135106 | LONG | 2,215,660 | $511.4 million |
| 2 | BROADCOM INC | COM · 11135F101 | LONG | 32,129 | $11.1 million |
| 3 | BLOOM ENERGY CORP | COM CL A · 093712107 | LONG | 260,730 | $22.7 million |
| 4 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 6,933,250 | $209.7 million |
| 5 | COUPANG INC | CL A · 22266T109 | LONG | 15,676,794 | $369.8 million |
| 6 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 3,213,230 | $230.1 million |
| 7 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 519,290 | $162.5 million |
| 8 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.0 million |
| 9 | ROBINHOOD MKTS INC | COM CL A · 770700102 | LONG | 1,293,292 | $146.3 million |
| 10 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 68,480 | $137.9 million |
| 11 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,845,368 | $1.22 billion |
| 12 | MICROSOFT CORP | COM · 594918104 | LONG | 1,277,352 | $617.8 million |
| 13 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 8,099,773 | $1.51 billion |
| 14 | SHOPIFY INC | CL A SUB VTG · 82509L107 | LONG | 570,210 | $91.8 million |
| 15 | SNOWFLAKE INC | COM SHS · 833445109 | LONG | 2,027,604 | $444.8 million |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 1,219,227 | $370.5 million |
| 17 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 5,588,792 | $456.7 million |
| 18 | ZILLOW GROUP INC | CL C CAP STK · 98954M200 | LONG | 2,187,421 | $149.2 million |