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Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2025-03-31

Filed on 2025-05-15 under CIK 1541617

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Meta Platforms, Inc.
1,835,636 sh
-428,365 sh
-19%
$1,057,987
-$238,018
NVIDIA Corp.
7,150,477 sh
-646,112 sh
-8%
$774,969
-$171,849
INVESCO QQQ TR UNIT SER 1
988,000 sh
988,000 sh
NEW
$463,293
$463,293
Snowflake Inc.
2,947,384 sh
-5,700,575 sh
-66%
$430,790
-$562,515
Uber Technologies Inc
5,666,302 sh
-7,670,298 sh
-58%
$412,847
-$589,532
Microsoft Corp
975,080 sh
-610,820 sh
-39%
$366,035
-$316,378
Confluent Inc.
13,042,080 sh
-584,384 sh
-4%
$305,706
$27,999
Amazon.com Inc
1,045,155 sh
142,865 sh
16%
$198,851
$30,727
COUPANG INC Common Stock
7,441,445 sh
881,770 sh
13%
$163,191
$2,151
MAPLEBEAR INC COM
3,348,128 sh
3,348,128 sh
NEW
$133,557
$133,557
FLUTTER ENTERTAINMENT PLC COM
568,410 sh
568,410 sh
NEW
$125,931
$125,931
ROBINHOOD MKTS INC COM CL A
2,885,714 sh
2,885,714 sh
NEW
$120,103
$120,103
COREWEAVE INC COM CL A
2,999,536 sh
2,999,536 sh
NEW
$111,223
$111,223
Zillow Group Inc.
1,323,554 sh
467,974 sh
55%
$90,743
$36,114
ALIBABA GROUP HLDG LTD SPONSORED ADS
540,370 sh
540,370 sh
NEW
$71,453
$71,453
ASTERA LABS INC COM
981,697 sh
581,697 sh
145%
$58,578
$37,622
RUBRIK INC. CL A
832,003 sh
-816,595 sh
-50%
$50,736
-$2,266
ARM HOLDINGS PLC SPONSORED ADR
175,600 sh
175,600 sh
NEW
$18,752
$18,752
MERCADOLIBRE INC COM
3,300 sh
-58,160 sh
-95%
$6,438
-$119,675
SAILPOINT INC COM
250,000 sh
250,000 sh
NEW
$4,688
$4,688
SERVICETITAN INC SHS CL A
40,000 sh
40,000 sh
NEW
$3,804
$3,804
ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25
3,502,000 sh
 
$1,422
KRANESHARES TR CSI CHI INTERNET
0 sh
-5,671,010 sh
-100%
$0
-$192,928
Tesla Inc
0 sh
-662,400 sh
-100%
$0
-$173,304
Salesforce.com Inc
0 sh
-457,735 sh
-100%
$0
-$125,287
Alphabet Inc
0 sh
-661,645 sh
-100%
$0
-$109,734
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
0 sh
-519,290 sh
-100%
$0
-$90,185
Samsara Inc.
0 sh
-1,452,933 sh
-100%
$0
-$69,915
Broadcom Inc
0 sh
-396,895 sh
-100%
$0
-$68,464
FUTU HLDGS LTD SPON ADS CL A
0 sh
-575,750 sh
-100%
$0
-$55,070
Duolingo Inc.
0 sh
-191,625 sh
-100%
$0
-$54,042
LINEAGE INC COM
0 sh
-400,000 sh
-100%
$0
-$31,352