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MENLO PARK, CA · CIK 0001541617
New positions
5
Added to
5
Trimmed
13
Exited
4
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $5.55B across 24 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 83.2% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | $1.08B | 19.45% | -18.6% |
| 2 | NVDANVIDIA CORPORATION | $1.05B | 19.00% | +0.6% |
| 3 | SNOWSNOWFLAKE INC | $768.70M | 13.86% | -42.4% |
| 4 | MSFTMICROSOFT CORP | $418.75M | 7.55% | -37.4% |
| 5 | UBERUBER TECHNOLOGIES INC | $337.12M | 6.08% | -58.1% |
| 6 | 8QRCONFLUENT INC | $328.43M | 5.92% | -13.8% |
| 7 | AMZNAMAZON COM INC | $191.14M | 3.45% | -3.4% |
| 8 | GOOGLALPHABET INC | $164.18M | 2.96% | +31.1% |
| 9 | TSLATESLA INC | $143.42M | 2.59% | -46.4% |
| 10 | CPNGCOUPANG INC | $131.57M | 2.37% | -8.7% |
| Stock | Value | Shares |
|---|---|---|
| CARTMAPLEBEAR INC | $105.11M | 2,537,618 |
| FLUTFLUTTER ENTMT PLC | $98.29M | 380,315 |
| TWLOTWILIO INC | $63.00M | 582,915 |
| MUMICRON TECHNOLOGY INC | $51.72M | 614,595 |
| TTANSERVICETITAN INC | $4.11M | 40,000 |
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