Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2024-03-31

Filed on 2024-05-15 under CIK 1541617

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Snowflake Inc.

10,281,089 sh

-2,143,855 sh
-17%

$1,661,424

-$811,140

Meta Platforms, Inc.

2,357,401 sh

-47,380 sh
-2%

$1,144,707

$293,511

Uber Technologies Inc

13,336,600 sh

$1,026,785

NVIDIA Corp.

793,145 sh

-6,515 sh
-1%

$716,654

$320,646

Microsoft Corp

1,649,870 sh

-3,090 sh
0%

$694,133

$72,554

Confluent Inc.

12,995,503 sh

-1,733,955 sh
-12%

$396,623

$51,954

Amazon.com Inc

1,507,305 sh

252,585 sh
20%

$271,888

$81,246

PINDUODUO INC SPONSORED ADS

1,767,931 sh

-114,839 sh
-6%

$205,522

-$69,946

Tesla Inc

589,700 sh

433,030 sh
276%

$103,663

$64,734

COUPANG INC Common Stock

3,966,845 sh

3,966,845 sh
NEW

$70,570

Dell Technologies Inc.

489,250 sh

489,250 sh
NEW

$55,828

Broadcom Inc

39,610 sh

39,610 sh
NEW

$52,499

Alphabet Inc

286,430 sh

286,430 sh
NEW

$43,231

ASTERA LABS INC COM

400,000 sh

400,000 sh
NEW

$29,676

Coherent Inc

428,270 sh

428,270 sh
NEW

$25,962

MERCADOLIBRE INC COM

6,245 sh

$9,442

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

3,502,000 sh

$654