Loading...
Loading...
MENLO PARK, CA · CIK 0001541617
New positions
6
Added to
2
Trimmed
6
Exited
0
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $6.51B across 17 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 96.7% of the portfolio.
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $1.66B | 25.52% | -17.3% |
| 2 | METAMETA PLATFORMS INC | $1.14B | 17.59% | -2.0% |
| 3 | UBERUBER TECHNOLOGIES INC | $1.03B | 15.77% | - |
| 4 | NVDANVIDIA CORPORATION | $716.65M | 11.01% | -0.8% |
| 5 | MSFTMICROSOFT CORP | $694.13M | 10.66% | -0.2% |
| 6 | 8QRCONFLUENT INC | $396.62M | 6.09% | -11.8% |
| 7 | AMZNAMAZON COM INC | $271.89M | 4.18% | +20.1% |
| 8 | PDDPDD HOLDINGS INC | $205.52M | 3.16% | -6.1% |
| 9 | TSLATESLA INC | $103.66M | 1.59% | +276.4% |
| 10 | CPNGCOUPANG INC | $70.57M | 1.08% | New |
| Stock | Value | Shares |
|---|---|---|
| CPNGCOUPANG INC | $70.57M | 3,966,845 |
| DELLDELL TECHNOLOGIES INC | $55.83M | 489,250 |
| AVGOBROADCOM INC | $52.50M | 39,610 |
| GOOGLALPHABET INC | $43.23M | 286,430 |
| ALABASTERA LABS INC | $29.68M | 400,000 |
| COHRCOHERENT CORP | $25.96M | 428,270 |
Get alerts when Altimeter Capital Management, LP files new 13F holdings.