Loading
Loading
Loading
Loading
Loading
Altimeter Capital Management, LP
44%held throughout
Sorted by portfolio weight, high to low
| SNOWSNOWFLAKE INCInformation Technology | 25.5%-15.5% | Reduced17.3% | 10,281,089 | $161.60 | $1.66B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 17.6%+3.5% | Reduced2.0% | 2,357,401 | $485.58 | $1.14B |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 15.8%+2.1% | Unchanged | 13,336,600 | $76.99 | $1.03B |
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 11.0%+4.4% | Reduced0.8% | 793,145 | $903.56 | $716.7M |
| MSFTMICROSOFT CORPInformation Technology | 10.7%+0.3% | Reduced0.2% | 1,649,870 | $420.72 | $694.1M |
| 8QRCONFLUENT INC-CLASS AUnclassified | 6.1%+0.4% | Reduced11.8% | 12,995,503 | $30.52 | $396.6M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 4.2%+1.0% | Increased20.1% | 1,507,305 | $180.38 | $271.9M |
| PDDPDD HOLDINGS INCConsumer Discretionary | 3.2%-1.4% | Reduced6.1% | 1,767,931 | $116.25 | $205.5M |
| TSLATESLA INCConsumer Discretionary | 1.6%+0.9% | Increased276.4% | 589,700 | $175.79 | $103.7M |
| CPNGNEWCOUPANG INCConsumer Discretionary | 1.1%+1.1% | New | 3,966,845 | $17.79 | $70.6M |
| DELLNEWDELL TECHNOLOGIES -CInformation Technology | 0.9%+0.9% | New | 489,250 | $114.11 | $55.8M |
| AVGONEWBROADCOM INCInformation Technology | 0.8%+0.8% | New | 39,610 | $1325.41 | $52.5M |
| GOOGLNEWALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 0.7%+0.7% | New | 286,430 | $150.93 | $43.2M |
| ALABNEWASTERA LABS INCInformation Technology | 0.5%+0.5% | New | 400,000 | $74.19 | $29.7M |
| COHRNEWCOHERENT CORPIndustrials | 0.4%+0.4% | New | 428,270 | $60.62 | $26.0M |
| MELIMERCADOLIBRE INCConsumer Discretionary | 0.1% | Unchanged | 6,245 | $1511.96 | $9.44M |
| Ticker unavailableGRAB HOLDINGS LIMITEDUnclassified | 0.0% | Unchanged | 3,502,000 | $0.19 | $653.8K |