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Altimeter Capital Management, LP
23%held throughout
1–25 of 31, sorted by portfolio weight, high to low
| SNOWSNOWFLAKE INCInformation Technology | 51.0%+3.9% | Reduced15.6% | 21,037,333 | $302.43 | $6.36B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 10.2% | Unchanged | 3,753,400 | $339.39 | $1.27B |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 8.8%-0.8% | Unchanged | 24,500,000 | $44.80 | $1.10B |
| MSFTMICROSOFT CORPInformation Technology | 4.0%+0.2% | Unchanged | 1,763,135 | $281.92 | $497.1M |
| PTONPELOTON INTERACTIVE INC-AConsumer Discretionary | 3.9%-1.1% | Increased8.7% | 5,650,000 | $87.05 | $491.8M |
| OPENNEWOPENDOOR TECHNOLOGIES INCReal Estate | 2.2%+2.2% | New | 13,400,000 | $20.53 | $275.1M |
| SHOPSHOPIFY INC - CLASS AInformation Technology | 2.2%-0.1% | Unchanged | 200,000 | $1355.78 | $271.2M |
| UUNITY SOFTWARE INCInformation Technology | 2.1%+0.3% | Unchanged | 2,098,175 | $126.25 | $264.9M |
| ZMZOOM COMMUNICATIONS INCCommunication Services | 2.0%-0.7% | Increased5.6% | 950,000 | $261.50 | $248.4M |
| CRWDCROWDSTRIKE HOLDINGS INC - AInformation Technology | 1.9% | Unchanged | 970,000 | $245.78 | $238.4M |
| RBLXROBLOX CORP -CLASS AInformation Technology | 1.7%-0.2% | Increased2.6% | 2,850,000 | $75.55 | $215.3M |
| BABAALIBABA GROUP HOLDING-SP ADRConsumer Discretionary | 1.4%-0.7% | Unchanged | 1,152,000 | $148.05 | $170.6M |
| PATHUIPATH INC - CLASS AInformation Technology | 1.3%-0.3% | Unchanged | 3,004,790 | $52.61 | $158.1M |
| FTCHQFARFETCH LTD-CLASS AUnclassified | 1.1%-0.4% | Unchanged | 3,779,409 | $37.48 | $141.7M |
| OKTAOKTA INCInformation Technology | 1.0% | Unchanged | 525,000 | $237.34 | $124.6M |
| 8QRCONFLUENT INC-CLASS AUnclassified | 0.8%+0.2% | Unchanged | 1,725,000 | $59.65 | $102.9M |
| SESEA LTD-ADRConsumer Discretionary | 0.8%+0.1% | Unchanged | 300,000 | $318.73 | $95.6M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 0.7% | Unchanged | 25,045 | $3285.21 | $82.3M |
| CPNGCOUPANG INCConsumer Discretionary | 0.6%-0.3% | Unchanged | 2,642,857 | $27.85 | $73.6M |
| BMBLBUMBLE INC-ACommunication Services | 0.4%-0.1% | Unchanged | 1,050,000 | $49.98 | $52.5M |
| PDDPDD HOLDINGS INCConsumer Discretionary | 0.4%-0.2% | Unchanged | 572,000 | $90.67 | $51.9M |
| XM1EURQUALTRICS INTERNATIONAL-CL AUnclassified | 0.3% | Unchanged | 1,000,000 | $42.74 | $42.7M |
| Ticker unavailableNEWMONDAY COM LTDUnclassified | 0.3%+0.3% | New | 100,000 | $326.20 | $32.6M |
| BKNGBOOKING HOLDINGS INCIndustrials | 0.2% | Unchanged | 10,702 | $2373.86 | $25.4M |
| TOSTNEWTOAST INC-CLASS AInformation Technology | 0.2%+0.2% | New | 500,000 | $49.95 | $25.0M |