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MENLO PARK, CA · CIK 0001541617
New positions
8
Added to
4
Trimmed
10
Exited
3
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $7.58B across 23 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 81.9% 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 | NVDANVIDIA CORPORATION | $1.43B | 18.81% | -7.4% |
| 2 | METAMETA PLATFORMS INC | $1.37B | 18.07% | -0.6% |
| 3 | MSFTMICROSOFT CORP | $601.91M | 7.94% | +9.8% |
| 4 | SNOWSNOWFLAKE INC | $547.72M | 7.22% | -14.1% |
| 5 | UBERUBER TECHNOLOGIES INC | $547.53M | 7.22% | -6.1% |
| 6 | AMZNAMAZON COM INC | $475.91M | 6.28% | +48.0% |
| 7 | HOODROBINHOOD MKTS INC | $371.82M | 4.90% | -20.0% |
| 8 | CPNGCOUPANG INC | $322.79M | 4.26% | -12.3% |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $298.47M | 3.94% | +23.2% |
| 10 | AVGOBROADCOM INC | $245.71M | 3.24% | New |
| Stock | Value | Shares |
|---|---|---|
| AVGOBROADCOM INC | $245.71M | 744,776 |
| PDDPDD HOLDINGS INC | $181.29M | 1,371,680 |
| BABAALIBABA GROUP HLDG LTD | $173.21M | 969,100 |
| SNPSSYNOPSYS INC | $127.43M | 258,280 |
| GOOGLALPHABET INC | $76.12M | 313,132 |
| GEMIGEMINI SPACE STA INC | $38.34M | 1,600,000 |
| PTRNPATTERN GROUP INC | $9.88M | 721,430 |
| NTSKNETSKOPE INC | $7.39M | 325,000 |
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