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Altimeter Capital Management, LP
23%held throughout
2 new positions and 1 sold; the largest portfolio-weight shift was SNOW gaining 7.8% of portfolio weight.
Sorted by portfolio weight, high to low
| SNOWSNOWFLAKE INCInformation Technology | 61.8%+7.8% | Unchanged | 17,001,796 | $169.96 | $2.89B |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 8.8%+1.5% | Unchanged | 15,577,600 | $26.50 | $412.8M |
| MSFTMICROSOFT CORPInformation Technology | 7.6%-2.7% | Reduced13.0% | 1,533,135 | $232.90 | $357.1M |
| 8QRCONFLUENT INC-CLASS AUnclassified | 7.0%-0.7% | Reduced5.1% | 13,716,310 | $23.77 | $326.0M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 6.8%-2.2% | Reduced4.5% | 2,346,976 | $135.68 | $318.4M |
| RBLXROBLOX CORP -CLASS AInformation Technology | 2.2% | Unchanged | 2,850,000 | $35.84 | $102.1M |
| OPENOPENDOOR TECHNOLOGIES INCReal Estate | 1.6%-1.3% | Reduced9.9% | 24,076,000 | $3.11 | $74.9M |
| PDDNEWPDD HOLDINGS INCConsumer Discretionary | 1.5%+1.5% | New | 1,100,000 | $62.58 | $68.8M |
| TSLANEWTESLA INCConsumer Discretionary | 1.0%+1.0% | New | 173,000 | $265.25 | $45.9M |
| GTLBGITLAB INC-CL AInformation Technology | 0.7%-0.5% | Reduced36.4% | 611,206 | $51.22 | $31.3M |
| MDBMONGODB INCInformation Technology | 0.4%-1.2% | Reduced65.4% | 92,610 | $198.56 | $18.4M |
| OKTAOKTA INCInformation Technology | 0.3%-0.2% | Unchanged | 250,000 | $56.87 | $14.2M |
| Ticker unavailableALTIMETER GROWTH CORPUnclassified | 0.2%-2.8% | Reduced94.7% | 2,714,995 | $2.63 | $7.14M |
| Ticker unavailable23ANDMEE HOLDING COUnclassified | 0.1% | Unchanged | 1,652,021 | $2.86 | $4.72M |
| PATHUIPATH INC - CLASS AInformation Technology | 0.1% | Unchanged | 240,864 | $12.61 | $3.04M |
| Ticker unavailableGRAB HOLDINGS LIMITEDUnclassified | 0.0% | Unchanged | 3,502,000 | $0.50 | $1.75M |