Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−6.35
- trimmed−0.42
- added−1.18
- trimmed+3.20
- trimmed+0.13
Positions
| SNOWSnowflake Inc. | 19.17% | 9,550,746 | $1.3B | trimmed−7% | −6.35 pp | 16 q |
| METAMeta Platforms, Inc. Class A | 17.17% | 2,292,661 | $1.2B | trimmed−3% | −0.42 pp | 26 q |
| UBERUber Technologies, Inc. | 14.59% | 13,515,060 | $982M | added+1% | −1.18 pp | 21 q |
| NVDANvidia Corp | 14.21% | 7,740,810 | $956M | trimmed−2% | +3.20 pp | 7 q |
| MSFTMicrosoft Corp | 10.79% | 1,625,640 | $727M | trimmed−1% | +0.13 pp | 26 q |
| CFLTConfluent, Inc. Class A | 5.65% | 12,889,058 | $381M | trimmed−1% | −0.44 pp | 13 q |
| AMZNAmazon.Com Inc | 4.12% | 1,434,330 | $277M | trimmed−5% | −0.06 pp | 5 q |
| PDDPDD Holdings Inc. | 3.39% | 1,714,185 | $228M | trimmed−3% | +0.23 pp | 4 q |
| APHAmphenol Corporation | 2.03% | 2,025,300 | $136M | new | +2.03 pp | new |
| GOOGLAlphabet Inc. Class A | 1.83% | 674,530 | $123M | added×2.4 | +1.17 pp | 2 q |
| CPNGCoupang, Inc. | 1.65% | 5,295,745 | $111M | added+34% | +0.57 pp | 2 q |
| CRMSalesforce, Inc. | 1.39% | 363,590 | $93M | new | +1.39 pp | new |
| MELIMercado Libre, Inc | 1.27% | 51,820 | $85M | added×8.3 | +1.12 pp | 4 q |
| DELLDell Technologies Inc. | 1.01% | 493,940 | $68M | added+1% | +0.15 pp | 2 q |
| AAPLApple Inc. | 0.85% | 271,370 | $57M | new | +0.85 pp | new |
| IOTSamsara Inc. | 0.41% | 815,660 | $27M | new | +0.41 pp | new |
| ALABAstera Labs, Inc. | 0.36% | 400,000 | $24M | held | — | 2 q |
| RBRKRubrik, Inc. | 0.08% | 175,000 | $5M | new | +0.08 pp | new |
| WBTNWEBTOON Entertainment Inc. | 0.04% | 120,000 | $3M | new | +0.04 pp | new |
| unresolvedAltimeter Growth Corp | 0.01% | 3,502,000 | $561,896 | held | — | 11 q |
| TSLATesla, Inc. | — | −589,700 | — | exited | −1.59 pp | — |
| AVGOBroadcom Inc. | — | −39,610 | — | exited | −0.81 pp | — |
| COHRCoherent Corp. | — | −428,270 | — | exited | −0.40 pp | — |
