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Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2024-09-30

Filed on 2024-11-14 under CIK 1541617

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Meta Platforms, Inc.
2,264,001 sh
-28,660 sh
-1%
$1,296,005
$139,999
Uber Technologies Inc
13,336,600 sh
-178,460 sh
-1%
$1,002,379
$20,104
Snowflake Inc.
8,647,959 sh
-902,787 sh
-9%
$993,305
-$296,905
NVIDIA Corp.
7,796,589 sh
55,779 sh
1%
$946,818
-$9,482
Microsoft Corp
1,585,900 sh
-39,740 sh
-2%
$682,413
-$44,167
Confluent Inc.
13,626,464 sh
737,406 sh
6%
$277,707
-$102,907
KRANESHARES TR CSI CHI INTERNET
5,671,010 sh
5,671,010 sh
NEW
$192,928
$192,928
Tesla Inc
662,400 sh
662,400 sh
NEW
$173,304
$173,304
Amazon.com Inc
902,290 sh
-532,040 sh
-37%
$168,124
-$109,060
COUPANG INC Common Stock
6,559,675 sh
1,263,930 sh
24%
$161,040
$50,094
MERCADOLIBRE INC COM
61,460 sh
9,640 sh
19%
$126,113
$40,952
Salesforce.com Inc
457,735 sh
94,145 sh
26%
$125,287
$31,808
Alphabet Inc
661,645 sh
-12,885 sh
-2%
$109,734
-$13,132
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
519,290 sh
519,290 sh
NEW
$90,185
$90,185
Samsara Inc.
1,452,933 sh
637,273 sh
78%
$69,915
$42,427
Broadcom Inc
396,895 sh
396,895 sh
NEW
$68,464
$68,464
FUTU HLDGS LTD SPON ADS CL A
575,750 sh
575,750 sh
NEW
$55,070
$55,070
Zillow Group Inc.
855,580 sh
855,580 sh
NEW
$54,629
$54,629
Duolingo Inc.
191,625 sh
191,625 sh
NEW
$54,042
$54,042
RUBRIK INC. CL A
1,648,598 sh
1,473,598 sh
842%
$53,002
$47,636
LINEAGE INC COM
400,000 sh
400,000 sh
NEW
$31,352
$31,352
ASTERA LABS INC COM
400,000 sh
 
$20,956
ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25
3,502,000 sh
 
$849
PINDUODUO INC SPONSORED ADS
0 sh
-1,714,185 sh
-100%
$0
-$227,901
Amphenol Corp
0 sh
-2,025,300 sh
-100%
$0
-$136,444
Dell Technologies Inc.
0 sh
-493,940 sh
-100%
$0
-$68,119
Apple Inc
0 sh
-271,370 sh
-100%
$0
-$57,156
WEBTOON ENTMT INC COM
0 sh
-120,000 sh
-100%
$0
-$2,740