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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$6.73B
Positions
20
New
6
Increased
6
Decreased
6
Sold Out
3
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $6.73B across 20 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 92.9% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $1.29B | 19.17% | -7.1% |
| 2 | METAMETA PLATFORMS INC | $1.16B | 17.17% | -2.7% |
| 3 | UBERUBER TECHNOLOGIES INC | $982.27M | 14.59% | +1.3% |
| 4 | NVDANVIDIA CORPORATION | $956.30M | 14.21% | +876.0% |
| 5 | MSFTMICROSOFT CORP | $726.58M | 10.79% | -1.5% |
| 6 | 8QRCONFLUENT INC | $380.61M | 5.65% | -0.8% |
| 7 | AMZNASTERA LABS INC | $277.18M | 4.12% | -4.8% |
| 8 | PDDPDD HOLDINGS INC | $227.90M | 3.39% | -3.0% |
| 9 | APHAMPHENOL CORP NEW | $136.44M | 2.03% | New |
| 10 | GOOGLALPHABET INC | $122.87M | 1.83% | +135.5% |
| Stock | Value | Shares |
|---|---|---|
| APHAMPHENOL CORP NEW | $136.44M | 2,025,300 |
| CRMSALESFORCE INC | $93.48M | 363,590 |
| AAPLAPPLE INC | $57.16M | 271,370 |
| IOTSAMSARA INC | $27.49M | 815,660 |
| RBRKRUBRIK INC. | $5.37M | 175,000 |
| WBTNWEBTOON ENTMT INC | $2.74M | 120,000 |
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