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MENLO PARK, CA · CIK 0001541617
New positions
4
Added to
6
Trimmed
0
Exited
3
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $5.27B across 12 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 100.0% of the portfolio.
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $2.35B | 44.66% | +0.2% |
| 2 | METAMETA PLATFORMS INC | $721.94M | 13.70% | +7.9% |
| 3 | UBERUBER TECHNOLOGIES INC | $613.35M | 11.64% | - |
| 4 | MSFTMICROSOFT CORP | $521.92M | 9.91% | +7.8% |
| 5 | 8QRCONFLUENT INC | $491.88M | 9.34% | +1.9% |
| 6 | NVDANVIDIA CORPORATION | $335.90M | 6.38% | +4.3% |
| 7 | AMZNAMAZON COM INC | $159.50M | 3.03% | +208.6% |
| 8 | PDDPDD HOLDINGS INC | $63.38M | 1.20% | New |
| 9 | MELIMERCADOLIBRE INC | $3.78M | 0.07% | New |
| 10 | CONTROLADORA VUELA COMP DE A | $2.58M | 0.05% | New |
| Stock | Value | Shares |
|---|---|---|
| PDDPDD HOLDINGS INC | $63.38M | 646,280 |
| MELIMERCADOLIBRE INC | $3.78M | 2,980 |
| CONTROLADORA VUELA COMP DE A | $2.58M | 379,270 |
| VLRSCONTROLADORA VUELA COMP DE A | $2.58M | 379,270 |
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