Altimeter Capital Management 13F filings

NVIDIA Corp.

7,644,898 sh

-607,262 sh
-7%

$1,426,385

$122,626

Meta Platforms, Inc.

1,865,938 sh

-11,363 sh
-1%

$1,370,308

-$15,309

Microsoft Corp

1,162,092 sh

103,971 sh
10%

$601,906

$75,586

Snowflake Inc.

2,428,384 sh

-397,246 sh
-14%

$547,722

-$84,569

Uber Technologies Inc

5,588,792 sh

-364,312 sh
-6%

$547,534

-$7,891

Amazon.com Inc

2,167,474 sh

702,611 sh
48%

$475,912

$154,536

ROBINHOOD MKTS INC COM CL A

2,596,875 sh

-648,582 sh
-20%

$371,821

$67,949

COUPANG INC Common Stock

10,024,584 sh

-1,408,114 sh
-12%

$322,792

-$19,732

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,068,677 sh

201,468 sh
23%

$298,471

$102,057

Broadcom Inc

744,776 sh

744,776 sh
NEW

$245,709

Confluent Inc.

11,281,793 sh

-4,271,183 sh
-27%

$223,380

-$164,356

PINDUODUO INC SPONSORED ADS

1,371,680 sh

1,371,680 sh
NEW

$181,295

ALIBABA GROUP HLDG LTD SPONSORED ADS

969,100 sh

969,100 sh
NEW

$173,207

Zillow Group Inc.

2,187,421 sh

-200,351 sh
-8%

$168,541

$1,278

ARM HOLDINGS PLC SPONSORED ADR

1,098,139 sh

164,931 sh
18%

$155,376

$4,439

Synopsys Inc

258,280 sh

258,280 sh
NEW

$127,433

MAPLEBEAR INC COM

3,324,951 sh

-891,817 sh
-21%

$122,225

-$68,542

MERCADOLIBRE INC COM

37,841 sh

-8,698 sh
-19%

$88,432

-$33,204

Alphabet Inc

313,132 sh

313,132 sh
NEW

$76,122

GEMINI SPACE STA INC CL A COM

1,600,000 sh

1,600,000 sh
NEW

$38,336

PATTERN GROUP INC COM SER A

721,430 sh

721,430 sh
NEW

$9,884

NETSKOPE INC CL A

325,000 sh

325,000 sh
NEW

$7,387

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

3,502,000 sh

$1,764

Samsara Inc.

0 sh

-2,990,578 sh
-100%

$0

-$118,965

Datadog Inc

0 sh

-881,730 sh
-100%

$0

-$118,443

COREWEAVE INC COM CL A

0 sh

-649,536 sh
-100%

$0

-$105,913

Altimeter Capital Management 13F filings

Holdings as of 2025-09-30