AC

Altimeter Capital Management, LP

13F
Altimeter Capital Management, LP
Last update 2025-02-16 24 Stocks (5 new)
Value $5.55 Bil Turnover 8 %
Countries:
Top Holdings: META(19.45%)NVDA(19.00%)SNOW(13.86%)MSFT(7.55%)UBER(6.08%)
Summary Stock Picks Current Portfolio
Altimeter Capital Management, ... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META 		Meta Platforms Inc
1,842,186
1,078,618.3
-18.63%
19.450
-3.58%
0.070
-17.59%
-8.86%
1,345,910.3
Interactive Media
NVDA 		NVIDIA Corp
7,845,769
1,053,608.3
+0.63%
19.000
+0.12%
0.030
-25.37%
-20.74%
2,596,892.0
Semiconductors
SNOW 		Snowflake Inc
4,978,310
768,700.8
-42.43%
13.860
-6.24%
1.510
-8.88%
+2.75%
53,008.3
Software
MSFT 		Microsoft Corp
993,480
418,751.8
-37.36%
7.550
-3.77%
0.010
-12.61%
-7.93%
2,879,181.3
Software
UBER 		Uber Technologies Inc
5,588,792
337,115.9
-58.09%
6.080
-8.62%
0.270
+13.91%
+29.48%
163,327.3
Software
CFLT 		Confluent Inc
11,746,370
328,428.5
-13.80%
5.920
-0.57%
3.580
-19.07%
-16.81%
7,906.6
Software
AMZN 		Amazon.com Inc
871,225
191,138.0
-3.44%
3.450
-0.09%
0.010
-20.57%
-14.97%
1,979,630.4
Retail - Cyclical
GOOGL 		Alphabet Inc
867,305
164,180.8
+31.08%
2.960
+0.70%
0.010
-20.35%
-15.76%
1,953,661.6
Interactive Media
TSLA 		Tesla Inc
355,130
143,415.7
-46.39%
2.590
-1.19%
0.010
-36.17%
-35.74%
835,870.3
Vehicles & Parts
CPNG 		Coupang Inc
5,985,890
131,569.9
-8.75%
2.370
-0.21%
0.330
+3.01%
+5.73%
42,086.5
Retail - Cyclical

Altimeter Capital Management, LP's Historical Top Holdings Breakdowns

Altimeter Capital Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UBER 		Uber Technologies Inc2024-12-31Reduce
-8.62%
●
59.93 ($71.36) 86.34
$78.10
9.45%
Reduce -58.09%
5,588,792
-7,747,808
SNOW 		Snowflake Inc2024-12-31Reduce
-6.24%
●
109.65 ($141.29) 186.51
$158.66
12.29%
Reduce -42.43%
4,978,310
-3,669,649
MSFT 		Microsoft Corp2024-12-31Reduce
-3.77%
●
406.35 ($426.03) 454.46
$387.30
-9.09%
Reduce -37.36%
993,480
-592,420
META 		Meta Platforms Inc2024-12-31Reduce
-3.58%
●
554.08 ($587.14) 632.68
$533.15
-9.20%
Reduce -18.63%
1,842,186
-421,815
KWEB 		KraneShares CSI China Internet ETF2024-12-31Sold Out
-2.86%
●
29.11 ($32.03) 38.87
$32.07
0.12%
Sold Out
0
-5,671,010
CART 		Maplebear Inc2024-12-31New Buy
+1.90%
●
39.45 ($43.38) 48.66
$41.66
-3.96%
New holding
2,537,618
2,537,618
FLUT 		Flutter Entertainment PLC2024-12-31New Buy
+1.77%
●
219.5 ($252.72) 282.64
$230.29
-8.88%
New holding
380,315
380,315
TSLA 		Tesla Inc2024-12-31Reduce
-1.19%
●
213.65 ($322.75) 479.86
$259.51
-19.59%
Reduce -46.39%
355,130
-307,270
TWLO 		Twilio Inc2024-12-31New Buy
+1.14%
●
66.27 ($91.83) 114.96
$93.53
1.85%
New holding
582,915
582,915
AVGO 		Broadcom Inc2024-12-31Sold Out
-1.01%
●
159.67 ($185.23) 250
$188.15
1.58%
Sold Out
0
-396,895

Altimeter Capital Management, LP Total Holding History ($B)

To

Altimeter Capital Management, LP's Asset Allocation

To

Altimeter Capital Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Altimeter Capital Management, LP's Hypothetical Growth since 2024-12-31

Altimeter Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Altimeter Capital Management, LP's Holdings Heat Map

Size field:

Altimeter Capital Management, LP's Holdings Bubble Chart

Altimeter Capital Management, LP News

  • 1

Discussions on Altimeter Capital Management, LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.