ALAltimeter Capital Management, LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings18 positions
Meta Platforms Inc | 1.9M | $1.4B | 20.0% | $167.88 | +337.86% | 27 qtrssince 2018-Q4 | Increased 66 |
NVIDIA Corp. | 8.3M | $1.3B | 18.8% | $41.14 | +283.08% | 11 qtrssince 2022-Q4 | Increased 74 |
Snowflake Inc | 2.8M | $632.3M | 9.1% | $244.54 | -8.97% | 20 qtrssince 2020-Q3 | Decreased 0 |
Uber Technologies Inc | 6M | $555.4M | 8.0% | $36.52 | +150.66% | 25 qtrssince 2019-Q2 | Increased 67 |
Microsoft Corp. | 1.1M | $526.3M | 7.6% | $206.99 | +137.95% | 27 qtrssince 2018-Q4 | Increased 69 |
CONFLUENT INC | 15.6M | $387.7M | 5.6% | $30.46 | -19.66% | 17 qtrssince 2021-Q2 | Increased 74 |
COUPANG INC CL A | 11.4M | $342.5M | 4.9% | $23.96 | +28.59% | 6 qtrssince 2024-Q1 | Increased 83 |
Amazon.com, Inc. | 1.5M | $321.4M | 4.6% | $167.90 | +33.00% | 9 qtrssince 2023-Q2 | Increased 78 |
Robinhood Markets Inc | 3.2M | $303.9M | 4.4% | $46.48 | +78.65% | 2 qtrssince 2025-Q1 | Increased 67 |
TAIWAN SEMICONDUCTOR MFG LTD | 867,209 | $196.4M | 2.8% | $223.41 | 0.00% | 1 qtr | New 82 |
MAPLEBEAR INC COM | 4.2M | $190.8M | 2.8% | $42.20 | +6.32% | 3 qtrssince 2024-Q4 | Increased 67 |
ZILLOW GROUP INC | 2.4M | $167.3M | 2.4% | $69.11 | +0.91% | 4 qtrssince 2024-Q3 | Increased 83 |
Arm Holdings PLC | 933,208 | $150.9M | 2.2% | $154.61 | +7.02% | 2 qtrssince 2025-Q1 | Increased 87 |
Mercadolibre Inc | 46,539 | $121.6M | 1.8% | $2,498.18 | +2.48% | 8 qtrssince 2023-Q3 | Increased 80 |
Samsara Inc | 3M | $119M | 1.7% | $39.60 | +4.92% | 1 qtr | New 72 |
Datadog Inc | 881,730 | $118.4M | 1.7% | $132.08 | +122.03% | 1 qtr | New 72 |
COREWEAVE INC COM CL A | 649,536 | $105.9M | 1.5% | $37.08 | +339.75% | 2 qtrssince 2025-Q1 | Decreased 0 |
| 3.5M | $1.4M | 0.0% | — | — | 15 qtrssince 2021-Q4 | Unchanged 0 |
Altimeter Capital Management, LP manages $6.9B across 18 positions as of Q2 2025. Top holdings: META (20.0%), NVDA (18.8%), SNOW (9.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 3 new positions, 7 exits, 12 increased. Top move: ARM (INCREASED, conviction 87). Portfolio: $6.9B across 18 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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