Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| NVDANvidia Corp | 22.68% | 8,099,773 | $1.5B | added+6% | +3.87 pp | 13 q |
| METAMeta Platforms, Inc. Class A | 18.28% | 1,845,368 | $1.2B | trimmed−1% | +0.21 pp | 32 q |
| MSFTMicrosoft Corp | 9.27% | 1,277,352 | $618M | added+10% | +1.33 pp | 32 q |
| AMZNAmazon.Com Inc | 7.68% | 2,215,660 | $511M | added+2% | +1.40 pp | 11 q |
| UBERUber Technologies, Inc. | 6.85% | 5,588,792 | $457M | held | — | 27 q |
| SNOWSnowflake Inc. | 6.68% | 2,027,604 | $445M | trimmed−17% | −0.54 pp | 22 q |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 5.56% | 1,219,227 | $371M | added+14% | +1.62 pp | 3 q |
| CPNGCoupang, Inc. | 5.55% | 15,676,794 | $370M | added+56% | +1.29 pp | 8 q |
| CRWVCoreWeave, Inc. Class A | 3.45% | 3,213,230 | $230M | new | +3.45 pp | new |
| CFLTConfluent, Inc. Class A | 3.15% | 6,933,250 | $210M | trimmed−39% | +0.20 pp | 19 q |
| GOOGLAlphabet Inc. Class A | 2.44% | 519,290 | $163M | added+66% | +1.44 pp | 2 q |
| ZZillow Group, Inc. Class C | 2.24% | 2,187,421 | $149M | held | — | 6 q |
| HOODRobinhood Markets, Inc. Class A | 2.20% | 1,293,292 | $146M | trimmed−50% | −2.70 pp | 4 q |
| MELIMercado Libre, Inc | 2.07% | 68,480 | $138M | added+81% | +0.90 pp | 10 q |
| SHOPShopify Inc. Class A subordinate voting shares | 1.38% | 570,210 | $92M | new | +1.38 pp | new |
| BEBloom Energy Corporation | 0.34% | 260,730 | $23M | new | +0.34 pp | new |
| AVGOBroadcom Inc. | 0.17% | 32,129 | $11M | trimmed−96% | −3.07 pp | 2 q |
| unresolvedAltimeter Growth Corp | 0.02% | 3,502,000 | $1M | held | — | 17 q |
| PDDPDD Holdings Inc. | — | −1,371,680 | — | exited | −2.39 pp | — |
| BABAAlibaba Group Holding Limited | — | −969,100 | — | exited | −2.28 pp | — |
| ARMArm Holdings plc | — | −1,098,139 | — | exited | −2.05 pp | — |
| SNPSSynopsys Inc | — | −258,280 | — | exited | −1.68 pp | — |
| CARTMaplebear Inc. | — | −3,324,951 | — | exited | −1.61 pp | — |
| GEMIGemini Space Station, Inc. Class A | — | −1,600,000 | — | exited | −0.51 pp | — |
| PTRNPattern Group Inc. Series A | — | −721,430 | — | exited | −0.13 pp | — |
| NTSKNetskope, Inc. Class A | — | −325,000 | — | exited | −0.10 pp | — |
