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MENLO PARK, CA · CIK 0001541617
New positions
3
Added to
7
Trimmed
5
Exited
8
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $6.66B across 18 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 89.2% 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 | NVDANVIDIA CORPORATION | $1.51B | 22.68% | +6.0% |
| 2 | METAMETA PLATFORMS INC | $1.22B | 18.28% | -1.1% |
| 3 | MSFTMICROSOFT CORP | $617.75M | 9.27% | +9.9% |
| 4 | AMZNAMAZON COM INC | $511.42M | 7.68% | +2.2% |
| 5 | UBERUBER TECHNOLOGIES INC | $456.66M | 6.85% | - |
| 6 | SNOWSNOWFLAKE INC | $444.78M | 6.68% | -16.5% |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $370.51M | 5.56% | +14.1% |
| 8 | CPNGCOUPANG INC | $369.82M | 5.55% | +56.4% |
| 9 | CRWVCOREWEAVE INC | $230.10M | 3.45% | New |
| 10 | 8QRCONFLUENT INC | $209.66M | 3.15% | -38.5% |
| Stock | Value | Shares |
|---|---|---|
| CRWVCOREWEAVE INC | $230.10M | 3,213,230 |
| SHOPSHOPIFY INC | $91.79M | 570,210 |
| BEBLOOM ENERGY CORP | $22.65M | 260,730 |
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