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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$3.65B
Positions
11
New
1
Increased
0
Decreased
5
Sold Out
6
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $3.65B across 11 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 99.9% of the portfolio.
Top 11 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $2.21B | 60.40% | -9.6% |
| 2 | MSFTMICROSOFT CORP | $367.68M | 10.07% | - |
| 3 | UBERUBER TECHNOLOGIES INC | $344.43M | 9.43% | -10.6% |
| 4 | 8QRCONFLUENT INC | $289.02M | 7.91% | -5.3% |
| 5 | METAMETA PLATFORMS INC | $240.01M | 6.57% | -15.0% |
| 6 | RBLXROBLOX CORP | $81.11M | 2.22% | - |
| 7 | NVDANVIDIA CORPORATION | $64.69M | 1.77% | New |
| 8 | GTLBGITLAB INC | $27.77M | 0.76% | - |
| 9 | OKTAOKTA INC | $17.08M | 0.47% | - |
| 10 | OPENOPENDOOR TECHNOLOGIES INC | $12.76M | 0.35% | -54.3% |
| Stock | Value | Shares |
|---|---|---|
| NVDANVIDIA CORPORATION | $64.69M | 442,670 |
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