Altimeter Capital Management, LP

MENLO PARK, CA · CIK 0001541617

Portfolio Value: $4.55B

Positions: 11

Period: 2023-03-31

Filed: 2023-05-16

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

Altimeter Capital Management, LP Q1 2023 13F Filing Summary

Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $4.55B across 11 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: SNOW$2.37B·META$472.18M·MSFT$442.00M·UBER$422.77M·8QR$348.82M

+1 new3 increased1 reduced1 exits

Holdings Heatmap

SNOW52.1% · $2.37B META10.4%+11.7%MSFT9.7%UBER9.3%-4.2%8QR7.7%+11.5%NVDA4.5%+67.3%

RBLX2.8% · $128.19M GOOGL2.6% · $117.72MNew OKTA0.5%GTLB0.5%G0370L0.0%

Top 11 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds3

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	SNOWSNOWFLAKE INC	$2.37B	15,369,459	52.08%	-
2	METAMETA PLATFORMS INC	$472.18M	2,227,876	10.37%	+11.7%
3	MSFTMICROSOFT CORP	$442.00M	1,533,135	9.71%	-
4	UBERUBER TECHNOLOGIES INC	$422.77M	13,336,600	9.29%	-4.2%
5	8QRCONFLUENT INC	$348.82M	14,491,817	7.66%	+11.5%
6	NVDANVIDIA CORPORATION	$205.71M	740,570	4.52%	+67.3%
7	RBLXROBLOX CORP	$128.19M	2,850,000	2.82%	-
8	GOOGLALPHABET INC	$117.72M	1,134,900	2.59%	New
9	OKTAOKTA INC	$21.56M	250,000	0.47%	-
10	GTLBGITLAB INC	$20.96M	611,206	0.46%	-

Position Changes

Stock	Value	Shares
GOOGLALPHABET INC	$117.72M	1,134,900

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