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MENLO PARK, CA · CIK 0001541617
New positions
7
Added to
8
Trimmed
6
Exited
8
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $4.97B across 23 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 93.3% 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 | $1.06B | 21.28% | -0.4% |
| 2 | NVDANVIDIA CORPORATION | $774.97M | 15.59% | -8.9% |
| 3 | QQQINVESCO QQQ TR | $463.29M | 9.32% | New |
| 4 | QQQINVESCO QQQ TR | $463.29M | 9.32% | New |
| 5 | SNOWSNOWFLAKE INC | $430.79M | 8.67% | -40.8% |
| 6 | UBERUBER TECHNOLOGIES INC | $412.85M | 8.30% | +1.4% |
| 7 | MSFTMICROSOFT CORP | $366.04M | 7.36% | -1.9% |
| 8 | 8QRCONFLUENT INC | $305.71M | 6.15% | +11.0% |
| 9 | AMZNAMAZON COM INC | $198.85M | 4.00% | +20.0% |
| 10 | CPNGCOUPANG INC | $163.19M | 3.28% | +24.3% |
| Stock | Value | Shares |
|---|---|---|
| QQQINVESCO QQQ TR | $463.29M | 988,000 |
| QQQINVESCO QQQ TR | $463.29M | 988,000 |
| HOODROBINHOOD MKTS INC | $120.10M | 2,885,714 |
| CRWVCOREWEAVE INC | $111.22M | 2,999,536 |
| BABAALIBABA GROUP HLDG LTD | $71.45M | 540,370 |
| ARMARM HOLDINGS PLC | $18.75M | 175,600 |
| SAILSAILPOINT INC | $4.69M | 250,000 |
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