Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2024-06-30

Filed on 2024-08-14 under CIK 1541617

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Snowflake Inc.

9,550,746 sh

-730,343 sh
-7%

$1,290,210

-$371,214

Meta Platforms, Inc.

2,292,661 sh

-64,740 sh
-3%

$1,156,006

$11,299

Uber Technologies Inc

13,515,060 sh

178,460 sh
1%

$982,275

-$44,510

NVIDIA Corp.

7,740,810 sh

6,947,665 sh
876%

$956,300

$239,646

Microsoft Corp

1,625,640 sh

-24,230 sh
-1%

$726,580

$32,447

Confluent Inc.

12,889,058 sh

-106,445 sh
-1%

$380,614

-$16,009

Amazon.com Inc

1,434,330 sh

-72,975 sh
-5%

$277,184

$5,296

PINDUODUO INC SPONSORED ADS

1,714,185 sh

-53,746 sh
-3%

$227,901

$22,379

Amphenol Corp

2,025,300 sh

2,025,300 sh
NEW

$136,444

Alphabet Inc

674,530 sh

388,100 sh
135%

$122,866

$79,635

COUPANG INC Common Stock

5,295,745 sh

1,328,900 sh
34%

$110,946

$40,376

Salesforce.com Inc

363,590 sh

363,590 sh
NEW

$93,479

MERCADOLIBRE INC COM

51,820 sh

45,575 sh
730%

$85,161

$75,719

Dell Technologies Inc.

493,940 sh

4,690 sh
1%

$68,119

$12,291

Apple Inc

271,370 sh

271,370 sh
NEW

$57,156

Samsara Inc.

815,660 sh

815,660 sh
NEW

$27,488

ASTERA LABS INC COM

400,000 sh

$24,204

RUBRIK INC. CL A

175,000 sh

175,000 sh
NEW

$5,366

WEBTOON ENTMT INC COM

120,000 sh

120,000 sh
NEW

$2,740

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

3,502,000 sh

$562

Tesla Inc

0 sh

-589,700 sh
-100%

-$103,663

Broadcom Inc

0 sh

-39,610 sh
-100%

-$52,499

Coherent Inc

0 sh

-428,270 sh
-100%

-$25,962