Altimeter Capital Management, LP

MENLO PARK, CA · CIK 0001541617

Portfolio Value: $5.53B

Positions: 11

Period: 2023-06-30

Filed: 2023-08-14

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 Q2 2023 13F Filing Summary

Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $5.53B across 11 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: SNOW$2.70B·META$639.36M·8QR$575.76M·UBER$575.74M·MSFT$522.09M

+1 new1 increased1 reduced1 exits

Holdings Heatmap

SNOW48.9% · $2.70B META11.6%8QR10.4%+12.5%UBER10.4%MSFT9.4%NVDA5.7%

RBLX2.1% · $114.86M AMZN1.0% · $53.00MNew OKTA0.3%GOOGL0.2%-92.4%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 Adds1

Largest Reductions1

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	SNOWSNOWFLAKE INC	$2.70B	15,369,459	48.93%	-
2	METAMETA PLATFORMS INC	$639.36M	2,227,876	11.57%	-
3	8QRCONFLUENT INC	$575.76M	16,305,943	10.42%	+12.5%
4	UBERUBER TECHNOLOGIES INC	$575.74M	13,336,600	10.42%	-
5	MSFTMICROSOFT CORP	$522.09M	1,533,135	9.44%	-
6	NVDANVIDIA CORPORATION	$313.28M	740,570	5.67%	-
7	RBLXROBLOX CORP	$114.86M	2,850,000	2.08%	-
8	AMZNAMAZON COM INC	$53.00M	406,530	0.96%	New
9	OKTAOKTA INC	$17.34M	250,000	0.31%	-
10	GOOGLALPHABET INC	$10.26M	85,750	0.19%	-92.4%

Position Changes

Stock	Value	Shares
AMZNAMAZON COM INC	$53.00M	406,530

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