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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$6.02B
Positions
11
New
1
Increased
3
Decreased
2
Sold Out
2
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $6.02B across 11 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 100.0% of the portfolio.
Top 11 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $2.47B | 41.05% | -19.3% |
| 2 | METAMETA PLATFORMS INC | $851.20M | 14.13% | - |
| 3 | UBERUBER TECHNOLOGIES INC | $821.13M | 13.63% | - |
| 4 | MSFTMICROSOFT CORP | $621.58M | 10.32% | - |
| 5 | NVDANVIDIA CORPORATION | $396.01M | 6.58% | +3.6% |
| 6 | 8QRCONFLUENT INC | $344.67M | 5.72% | -11.3% |
| 7 | PDDPDD HOLDINGS INC | $275.47M | 4.57% | +191.3% |
| 8 | AMZNAMAZON COM INC | $190.64M | 3.17% | - |
| 9 | TSLATESLA INC | $38.93M | 0.65% | New |
| 10 | MELIMERCADOLIBRE INC | $9.81M | 0.16% | +109.6% |
| Stock | Value | Shares |
|---|---|---|
| TSLATESLA INC | $38.93M | 156,670 |
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