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Altimeter Capital Management, LP
33%held throughout
Sorted by portfolio weight, high to low
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 19.4%+0.3% | Reduced18.6% | 1,842,186 | $585.51 | $1.08B |
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 19.0%+5.0% | Increased0.6% | 7,845,769 | $134.29 | $1.05B |
| SNOWSNOWFLAKE INCInformation Technology | 13.9%-0.8% | Reduced42.4% | 4,978,310 | $154.41 | $768.7M |
| MSFTMICROSOFT CORPInformation Technology | 7.6%-2.6% | Reduced37.4% | 993,480 | $421.50 | $418.8M |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 6.1%-8.8% | Reduced58.1% | 5,588,792 | $60.32 | $337.1M |
| 8QRCONFLUENT INC-CLASS AUnclassified | 5.9%+1.8% | Reduced13.8% | 11,746,370 | $27.96 | $328.4M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 3.4%+1.0% | Reduced3.4% | 871,225 | $219.39 | $191.1M |
| GOOGLALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 3.0%+1.3% | Increased31.1% | 867,305 | $189.30 | $164.2M |
| TSLATESLA INCConsumer Discretionary | 2.6% | Reduced46.4% | 355,130 | $403.84 | $143.4M |
| CPNGCOUPANG INCConsumer Discretionary | 2.4% | Reduced8.7% | 5,985,890 | $21.98 | $131.6M |
| RBRKRUBRIK INC-AInformation Technology | 1.9%+1.2% | Reduced0.4% | 1,642,098 | $65.36 | $107.3M |
| CARTNEWMAPLEBEAR INCConsumer Discretionary | 1.9%+1.9% | New | 2,537,618 | $41.42 | $105.1M |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 1.8%+0.5% | Reduced2.9% | 504,380 | $197.49 | $99.6M |
| Ticker unavailableNEWFLUTTER ENTMT PLCUnclassified | 1.8%+1.8% | New | 380,315 | $258.45 | $98.3M |
| ZZILLOW GROUP INC - CConsumer Discretionary | 1.7%+0.9% | Increased52.0% | 1,300,738 | $74.05 | $96.3M |
| CRMSALESFORCE INCInformation Technology | 1.6%-0.2% | Reduced40.6% | 271,725 | $334.33 | $90.8M |
| ALABASTERA LABS INCInformation Technology | 1.4%+1.1% | Increased46.1% | 584,430 | $132.45 | $77.4M |
| IOTSAMSARA INC-CL AInformation Technology | 1.1%+0.1% | Increased0.4% | 1,458,148 | $43.69 | $63.7M |
| TWLONEWTWILIO INC - AInformation Technology | 1.1%+1.1% | New | 582,915 | $108.08 | $63.0M |
| MELIMERCADOLIBRE INCConsumer Discretionary | 1.1%-0.8% | Reduced41.0% | 36,255 | $1700.44 | $61.6M |
| MUNEWMICRON TECHNOLOGY INCInformation Technology | 0.9%+0.9% | New | 614,595 | $84.16 | $51.7M |
| DUOLDUOLINGOInformation Technology | 0.2%-0.6% | Reduced84.1% | 30,375 | $324.23 | $9.85M |
| TTANNEWSERVICETITAN INC-AInformation Technology | 0.1%+0.1% | New | 40,000 | $102.87 | $4.11M |
| Ticker unavailableGRAB HOLDINGS LIMITEDUnclassified | 0.0% | Unchanged | 3,502,000 | $0.41 | $1.43M |