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MENLO PARK, CA · CIK 0001541617
New positions
8
Added to
7
Trimmed
6
Exited
5
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $6.75B across 23 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 87.3% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | $1.30B | 19.19% | -1.3% |
| 2 | UBERUBER TECHNOLOGIES INC | $1.00B | 14.84% | -1.3% |
| 3 | SNOWSNOWFLAKE INC | $993.30M | 14.71% | -9.5% |
| 4 | NVDANVIDIA CORPORATION | $946.82M | 14.02% | +0.7% |
| 5 | MSFTMICROSOFT CORP | $682.41M | 10.10% | -2.4% |
| 6 | 8QRCONFLUENT INC | $277.71M | 4.11% | +5.7% |
| 7 | KWEBKRANESHARES TRUST | $192.93M | 2.86% | New |
| 8 | TSLATESLA INC | $173.30M | 2.57% | New |
| 9 | AMZNAMAZON COM INC | $168.12M | 2.49% | -37.1% |
| 10 | CPNGCOUPANG INC | $161.04M | 2.38% | +23.9% |
| Stock | Value | Shares |
|---|---|---|
| KWEBKRANESHARES TRUST | $192.93M | 5,671,010 |
| TSLATESLA INC | $173.30M | 662,400 |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $90.19M | 519,290 |
| AVGOBROADCOM INC | $68.46M | 396,895 |
| FUTUFUTU HLDGS LTD | $55.07M | 575,750 |
| ZZILLOW GROUP INC | $54.63M | 855,580 |
| DUOLDUOLINGO INC | $54.04M | 191,625 |
| LINELINEAGE CELL THERAPUTICS IN | $31.35M | 400,000 |
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