SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $5.55B
Positions: 24
Period: 2024-12-31
Filed: 2025-02-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$5.55B

Positions

24

New

4

Increased

6

Decreased

13

Sold Out

142

Altimeter Capital Management, LP Q4 2024 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $5.55B across 24 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). Top holdings include META ($1.08B), NVDA ($1.05B), SNOW ($768.70M). The top 10 positions account for 83.2% of the portfolio. This quarter saw 4 new positions, 6 increases, 13 reductions, 142 complete exits. Notable new buys: CART ($105.11M), FLUT ($98.29M), MU ($51.72M). Notable exits: KWEB, FUTU, LINE.

All Holdings

#StockValue↓WeightChange
1
METAMETA PLATFORMS INC
CL A
$1.08B
19.45%
-18.6%
2
NVDANVIDIA CORPORATION
COM
$1.05B
19.00%
+0.6%
3
SNOWSNOWFLAKE INC
CL A
$768.70M
13.86%
-42.4%
4
MSFTMICROSOFT CORP
COM
$418.75M
7.55%
-37.4%
5
UBERUBER TECHNOLOGIES INC
COM
$337.12M
6.08%
-58.1%
6
CFLTCONFLUENT INC
CLASS A COM
$328.43M
5.92%
-13.8%
7
AMZNAMAZON COM INC
COM
$191.14M
3.45%
-3.4%
8
GOOGLALPHABET INC
CAP STK CL A
$164.18M
2.96%
+31.1%
9
TSLATESLA INC
COM
$143.42M
2.59%
-46.4%
10
CPNGCOUPANG INC
CL A
$131.57M
2.37%
-8.7%
11
RBRKRUBRIK INC.
CL A
$107.33M
1.94%
-0.4%
12
CARTMAPLEBEAR INC
COM
$105.11M
1.90%
New
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
$99.61M
1.80%
-2.9%
14
FLUTFLUTTER ENTMT PLC
SHS
$98.29M
1.77%
New
15
ZZILLOW GROUP INC
CL C CAP STK
$96.32M
1.74%
+52.0%
16
CRMSALESFORCE INC
COM
$90.85M
1.64%
-40.6%
17
ALABASTERA LABS INC
COM
$77.41M
1.40%
+46.1%
18
IOTSAMSARA INC
COM CL A
$63.71M
1.15%
+0.4%
19
TWLOTWILIO INC
CL A
$63.00M
1.14%
+0.0%
20
MELIMERCADOLIBRE INC
COM
$61.65M
1.11%
-41.0%
21
MUMICRON TECHNOLOGY INC
COM
$51.72M
0.93%
New
22
DUOLDUOLINGO INC
CL A COM
$9.85M
0.18%
-84.1%
23
TTANSERVICETITAN INC
SHS CL A
$4.11M
0.07%
New
24
THCHGRAB HOLDINGS LIMITED
W EXP 12/1/202
$1.43M
0.03%
-

Position Changes

StockValueShares
CARTMAPLEBEAR INC
$105.11M2,537,618
FLUTFLUTTER ENTMT PLC
$98.29M380,315
MUMICRON TECHNOLOGY INC
$51.72M614,595
TTANSERVICETITAN INC
$4.11M40,000