Altimeter Capital Management, LP
CIK 1541617 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- META19.45%
- NVDA19.00%
- SNOW13.86%
- MSFT7.55%
- UBER6.08%
- 20717M1035.92%
- AMZN3.45%
- GOOGL2.96%
- TSLA2.59%
- CPNG2.37%
Share classes counted separately83.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UBERWeight decreased · -8.76 pp14.84% → 6.08%Shares -7.75M (-58.09%)
- NVDAWeight increased · +4.98 pp14.02% → 19.00%Shares +49.18K (+0.63%)
- MSFTWeight decreased · -2.55 pp10.10% → 7.55%Shares -592.42K (-37.36%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $1.08B | 19.45% | 1.84M shares | 19.19% → 19.45%+0.26 pp -421.81K (-18.63%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $1.05B | 19.00% | 7.85M shares | 14.02% → 19.00%+4.98 pp +49.18K (+0.63%) | Added | ↗▾ |
| 03 | SNOWSNOWFLAKE INCCL A View history and evidence | $768.70M | 13.86% | 4.98M shares | 14.71% → 13.86%-0.85 pp -3.67M (-42.43%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $418.75M | 7.55% | 993.48K shares | 10.10% → 7.55%-2.55 pp -592.42K (-37.36%) | Reduced | ↗▾ |
| 05 | UBERUBER TECHNOLOGIES INC View history and evidence | $337.12M | 6.08% | 5.59M shares | 14.84% → 6.08%-8.76 pp -7.75M (-58.09%) | Reduced | ↗▾ |
| 06 | 20717M103CONFLUENT INC-CLASS ACLASS A COM View history and evidence | $328.43M | 5.92% | 11.75M shares | 4.11% → 5.92%+1.81 pp -1.88M (-13.80%) | Reduced | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $191.14M | 3.45% | 871.23K shares | 2.49% → 3.45%+0.96 pp -31.07K (-3.44%) | Reduced | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $164.18M | 2.96% | 867.30K shares | 1.62% → 2.96%+1.34 pp +205.66K (+31.08%) | Added | ↗▾ |
| 09 | TSLATESLA INC View history and evidence | $143.42M | 2.59% | 355.13K shares | 2.57% → 2.59%+0.02 pp -307.27K (-46.39%) | Reduced | ↗▾ |
| 10 | CPNGCOUPANG INCCL A View history and evidence | $131.57M | 2.37% | 5.99M shares | 2.38% → 2.37%-0.01 pp -573.78K (-8.75%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KWEB KRANESH CSI CHINA INTERNET | Non-derivative | -5,671,010 | -$192.93M | SEC filing ↗ | SEC filing ↗ |
| AVGO BROADCOM INC | Non-derivative | -396,895 | -$68.46M | SEC filing ↗ | SEC filing ↗ |
| FUTU FUTU HOLDINGS LTD-ADR | Non-derivative | -575,750 | -$55.07M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1541617 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5545911561
}Take these holdings further.
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