Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2025-06-30

Filed on 2025-08-14 under CIK 1541617

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Meta Platforms, Inc.

1,877,301 sh

41,665 sh
2%

$1,385,617

$327,630

NVIDIA Corp.

8,252,160 sh

1,101,683 sh
15%

$1,303,759

$528,790

Snowflake Inc.

2,825,630 sh

-121,754 sh
-4%

$632,291

$201,501

Uber Technologies Inc

5,953,104 sh

286,802 sh
5%

$555,425

$142,578

Microsoft Corp

1,058,121 sh

83,041 sh
9%

$526,320

$160,285

Confluent Inc.

15,552,976 sh

2,510,896 sh
19%

$387,736

$82,030

COUPANG INC Common Stock

11,432,698 sh

3,991,253 sh
54%

$342,524

$179,333

Amazon.com Inc

1,464,863 sh

419,708 sh
40%

$321,376

$122,525

ROBINHOOD MKTS INC COM CL A

3,245,457 sh

359,743 sh
12%

$303,872

$183,769

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

867,209 sh

867,209 sh
NEW

$196,414

MAPLEBEAR INC COM

4,216,768 sh

868,640 sh
26%

$190,767

$57,210

Zillow Group Inc.

2,387,772 sh

1,064,218 sh
80%

$167,263

$76,520

ARM HOLDINGS PLC SPONSORED ADR

933,208 sh

757,608 sh
431%

$150,937

$132,185

MERCADOLIBRE INC COM

46,539 sh

43,239 sh
1310%

$121,636

$115,198

Samsara Inc.

2,990,578 sh

2,990,578 sh
NEW

$118,965

Datadog Inc

881,730 sh

881,730 sh
NEW

$118,443

COREWEAVE INC COM CL A

649,536 sh

-2,350,000 sh
-78%

$105,913

-$5,310

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

3,502,000 sh

$1,369

INVESCO QQQ TR UNIT SER 1

0 sh

-988,000 sh
-100%

-$463,293

FLUTTER ENTERTAINMENT PLC COM

0 sh

-568,410 sh
-100%

-$125,931

ALIBABA GROUP HLDG LTD SPONSORED ADS

0 sh

-540,370 sh
-100%

-$71,453

ASTERA LABS INC COM

0 sh

-981,697 sh
-100%

-$58,578

RUBRIK INC. CL A

0 sh

-832,003 sh
-100%

-$50,736

SAILPOINT INC COM

0 sh

-250,000 sh
-100%

-$4,688

SERVICETITAN INC SHS CL A

0 sh

-40,000 sh
-100%

-$3,804