Altimeter Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 22Value: $5.0BLatest: 2025Q1

Altimeter Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 22 holdings worth $5.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "HOOD",
  "ARM",
  "SNOW",
  "BABA",
  "TTAN",
  null,
  "META",
  "MSFT",
  "NVDA",
  "UBER",
  null,
  null,
  "AMZN",
  null,
  "Z",
  "CART",
  "RBRK",
  "MELI",
  "CFLT",
  "CPNG",
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 22
Total Value: 4971096519
Accession Number: 0001541617-25-000005
Form Type: 13F-HR
CIK: altimeter-capital-management-lp
Manager Name: Altimeter-Capital-Management-Lp

Data Enrichment

82% identified

18 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

22 positions • $5.0B total value

SEC FilingSEC DataHachi Filing

Manager:

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Meta Platforms, Inc.

META|30303M102

Shares:1.8M

Value:$1.1B

% of Portfolio:21.3% ($1.1B/$5.0B)

NVIDIA CORP

NVDA|67066G104

Shares:7.2M

Value:$775.0M

% of Portfolio:15.6% ($775.0M/$5.0B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:988.0K

Value:$463.3M

% of Portfolio:9.3% ($463.3M/$5.0B)

Snowflake Inc.

SNOW|833445109

Shares:2.9M

Value:$430.8M

% of Portfolio:8.7% ($430.8M/$5.0B)

Uber Technologies, Inc

UBER|90353T100

Shares:5.7M

Value:$412.8M

% of Portfolio:8.3% ($412.8M/$5.0B)

MICROSOFT CORP

MSFT|594918104

Shares:975.1K

Value:$366.0M

% of Portfolio:7.4% ($366.0M/$5.0B)

Confluent, Inc.

CFLT|20717M103

Shares:13.0M

Value:$305.7M

% of Portfolio:6.1% ($305.7M/$5.0B)

AMAZON COM INC

AMZN|023135106

Shares:1.0M

Value:$198.9M

% of Portfolio:4.0% ($198.9M/$5.0B)

Coupang, Inc.

CPNG|22266T109

Shares:7.4M

Value:$163.2M

% of Portfolio:3.3% ($163.2M/$5.0B)

Maplebear Inc.

CART|565394103

Shares:3.3M

Value:$133.6M

% of Portfolio:2.7% ($133.6M/$5.0B)

G3643J108

Shares:568.4K

Value:$125.9M

% of Portfolio:2.5% ($125.9M/$5.0B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:2.9M

Value:$120.1M

% of Portfolio:2.4% ($120.1M/$5.0B)

21873S108

Shares:3.0M

Value:$111.2M

% of Portfolio:2.2% ($111.2M/$5.0B)

ZILLOW GROUP, INC.

Z|98954M200

Shares:1.3M

Value:$90.7M

% of Portfolio:1.8% ($90.7M/$5.0B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:540.4K

Value:$71.5M

% of Portfolio:1.4% ($71.5M/$5.0B)

Astera Labs, Inc.

ALAB|04626A103

Shares:981.7K

Value:$58.6M

% of Portfolio:1.2% ($58.6M/$5.0B)

Rubrik, Inc.

RBRK|781154109

Shares:832.0K

Value:$50.7M

% of Portfolio:1.0% ($50.7M/$5.0B)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:175.6K

Value:$18.8M

% of Portfolio:0.4% ($18.8M/$5.0B)

MERCADOLIBRE INC

MELI|58733R102

Shares:3.3K

Value:$6.4M

% of Portfolio:0.1% ($6.4M/$5.0B)

78781J109

Shares:250.0K

Value:$4.7M

% of Portfolio:0.1% ($4.7M/$5.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.8M	QoQ -0.35% (-6.5K) YoY -22.13% (-521.8K)	All Managers (Combined)	$1.1B	21.3% ($1.1B/$5.0B)	QoQ -1.91% (-$20.6M) YoY -7.57% (-$86.7M)
NVIDIA CORP(NVDAcusip67066G104)	7.2M	QoQ -8.86% (-695.3K) YoY +801.53% (+6.4M)	All Managers (Combined)	$775.0M	15.6% ($775.0M/$5.0B)	QoQ -26.44% (-$278.6M) YoY +8.13% (+$58.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	988.0K	QoQ NEW(+988.0K) YoY NEW(+988.0K)	All Managers (Combined)	$463.3M	9.3% ($463.3M/$5.0B)	QoQ NEW(+$463.3M) YoY NEW(+$463.3M)
Snowflake Inc.(SNOWcusip833445109)	2.9M	QoQ -40.79% (-2.0M) YoY -71.33% (-7.3M)	All Managers (Combined)	$430.8M	8.7% ($430.8M/$5.0B)	QoQ -43.95% (-$337.9M) YoY -74.07% (-$1230.6M)
Uber Technologies, Inc(UBERcusip90353T100)	5.7M	QoQ +1.38% (+77.5K) YoY -57.51% (-7.7M)	All Managers (Combined)	$412.8M	8.3% ($412.8M/$5.0B)	QoQ +22.46% (+$75.7M) YoY -59.79% (-$613.9M)
MICROSOFT CORP(MSFTcusip594918104)	975.1K	QoQ -1.85% (-18.4K) YoY -40.89% (-674.8K)	All Managers (Combined)	$366.0M	7.4% ($366.0M/$5.0B)	QoQ -12.58% (-$52.7M) YoY -47.26% (-$328.1M)
Confluent, Inc.(CFLTcusip20717M103)	13.0M	QoQ +11.03% (-1.3M) YoY +0.35% (-46.6K)	All Managers (Combined)	$305.7M	6.1% ($305.7M/$5.0B)	QoQ -6.91% (-$22.7M) YoY -22.92% (-$90.9M)
AMAZON COM INC(AMZNcusip023135106)	1.0M	QoQ +19.96% (+173.9K) YoY -30.66% (-462.1K)	All Managers (Combined)	$198.9M	4.0% ($198.9M/$5.0B)	QoQ +4.03% (+$7.7M) YoY -26.86% (-$73.0M)
Coupang, Inc.(CPNGcusip22266T109)	7.4M	QoQ +24.31% (+1.5M) YoY +87.59% (+3.5M)	All Managers (Combined)	$163.2M	3.3% ($163.2M/$5.0B)	QoQ +24.03% (+$31.6M) YoY +131.24% (+$92.6M)
Maplebear Inc.(CARTcusip565394103)	3.3M	QoQ +31.93% (+810.5K) YoY NEW(+3.3M)	All Managers (Combined)	$133.6M	2.7% ($133.6M/$5.0B)	QoQ +27.06% (+$28.4M) YoY NEW(+$133.6M)
(cusipG3643J108)✕	568.4K	QoQ +49.45% (+188.1K) YoY NEW(+568.4K)	All Managers (Combined)	$125.9M	2.5% ($125.9M/$5.0B)	QoQ +28.11% (+$27.6M) YoY NEW(+$125.9M)
Robinhood Markets, Inc.(HOODcusip770700102)	2.9M	QoQ NEW(+2.9M) YoY NEW(+2.9M)	All Managers (Combined)	$120.1M	2.4% ($120.1M/$5.0B)	QoQ NEW(+$120.1M) YoY NEW(+$120.1M)
(cusip21873S108)✕	3.0M	QoQ NEW(+3.0M) YoY NEW(+3.0M)	All Managers (Combined)	$111.2M	2.2% ($111.2M/$5.0B)	QoQ NEW(+$111.2M) YoY NEW(+$111.2M)
ZILLOW GROUP, INC.(Zcusip98954M200)	1.3M	QoQ +1.75% (-22.8K) YoY NEW(+1.3M)	All Managers (Combined)	$90.7M	1.8% ($90.7M/$5.0B)	QoQ -5.78% (-$5.6M) YoY NEW(+$90.7M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	540.4K	QoQ NEW(+540.4K) YoY NEW(+540.4K)	All Managers (Combined)	$71.5M	1.4% ($71.5M/$5.0B)	QoQ NEW(+$71.5M) YoY NEW(+$71.5M)
Astera Labs, Inc.(ALABcusip04626A103)	981.7K	QoQ +67.97% (-397.3K) YoY +145.42% (+581.7K)	All Managers (Combined)	$58.6M	1.2% ($58.6M/$5.0B)	QoQ -24.32% (-$18.8M) YoY +97.39% (+$28.9M)
Rubrik, Inc.(RBRKcusip781154109)	832.0K	QoQ -49.33% (-810.1K) YoY NEW(+832.0K)	All Managers (Combined)	$50.7M	1.0% ($50.7M/$5.0B)	QoQ -52.72% (-$56.6M) YoY NEW(+$50.7M)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	175.6K	QoQ NEW(+175.6K) YoY NEW(+175.6K)	All Managers (Combined)	$18.8M	0.4% ($18.8M/$5.0B)	QoQ NEW(+$18.8M) YoY NEW(+$18.8M)
MERCADOLIBRE INC(MELIcusip58733R102)	3.3K	QoQ -90.89% (-33.0K) YoY -47.15% (-2.9K)	All Managers (Combined)	$6.4M	0.1% ($6.4M/$5.0B)	QoQ -89.55% (-$55.2M) YoY -31.81% (-$3.0M)
(cusip78781J109)✕	250.0K	QoQ NEW(+250.0K) YoY NEW(+250.0K)	All Managers (Combined)	$4.7M	0.1% ($4.7M/$5.0B)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)