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MENLO PARK, CA · CIK 0001541617
New positions
3
Added to
12
Trimmed
2
Exited
8
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $6.93B across 18 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 85.9% of the portfolio.
Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | $1.39B | 19.99% | +2.3% |
| 2 | NVDANVIDIA CORPORATION | $1.30B | 18.81% | +15.4% |
| 3 | SNOWSNOWFLAKE INC | $632.29M | 9.12% | -4.1% |
| 4 | UBERUBER TECHNOLOGIES INC | $555.42M | 8.01% | +5.1% |
| 5 | MSFTMICROSOFT CORP | $526.32M | 7.59% | +8.5% |
| 6 | 8QRCONFLUENT INC | $387.74M | 5.59% | +19.3% |
| 7 | CPNGCOUPANG INC | $342.52M | 4.94% | +53.6% |
| 8 | AMZNAMAZON COM INC | $321.38M | 4.64% | +40.2% |
| 9 | HOODROBINHOOD MKTS INC | $303.87M | 4.38% | +12.5% |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $196.41M | 2.83% | New |
| Stock | Value | Shares |
|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $196.41M | 867,209 |
| IOTSAMSARA INC | $118.97M | 2,990,578 |
| DDOGDATADOG INC | $118.44M | 881,730 |
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