Altimeter Capital Management, Lp Top Holdings and 13F Report (2025) About Altimeter Capital Management, LpInvestment ActivityAltimeter Capital Management, Lp has $6.93 billion in total holdings as of June 30, 2025.Altimeter Capital Management, Lp owns shares of 18 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.68% of the portfolio was purchased this quarter.About 17.15% of the portfolio was sold this quarter.This quarter, Altimeter Capital Management, Lp has purchased 22 new stocks and bought additional shares in 12 stocks.Altimeter Capital Management, Lp sold shares of 2 stocks and completely divested from 7 stocks this quarter.Largest Holdings Meta Platforms $1,385,617,094NVIDIA $1,303,758,759Snowflake $632,291,226Uber Technologies $555,424,604Microsoft $526,319,967 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $196,414,167 Holding79589L106 - Samsara $118,965,194 Holding23804L103 - Datadog $118,442,790 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 867,209 shares (about $196.41M)NVIDIA 1,101,683 shares (about $174.05M)ARM HOLDINGS PLC 757,608 shares (about $122.54M)Coupang 3,991,253 shares (about $119.58M)Samsara 2,990,578 shares (about $118.97M) Largest Sales this Quarter COREWEAVE INC 2,350,000 shares (about $383.19M)Snowflake 121,754 shares (about $27.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltimeter Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$1,385,617,094$30,752,520 ▲2.3%1,877,30120.0%Computer and TechnologyNVDANVIDIA$1,303,758,759$174,054,897 ▲15.4%8,252,16018.8%Computer and TechnologySNOWSnowflake$632,291,226$27,244,893 ▼-4.1%2,825,6309.1%Computer and TechnologyUBERUber Technologies$555,424,604$26,758,627 ▲5.1%5,953,1048.0%Computer and TechnologyMSFTMicrosoft$526,319,967$41,305,424 ▲8.5%1,058,1217.6%Computer and TechnologyCFLTConfluent$387,735,692$62,596,637 ▲19.3%15,552,9765.6%Computer and TechnologyCPNGCoupang$342,523,632$119,577,940 ▲53.6%11,432,6984.9%Retail/WholesaleAMZNAmazon.com$321,376,293$92,079,738 ▲40.2%1,464,8634.6%Retail/WholesaleHOODRobinhood Markets$303,872,139$33,682,737 ▲12.5%3,245,4574.4%FinanceTSMTaiwan Semiconductor Manufacturing$196,414,167$196,414,167 ▲New Holding867,2092.8%Computer and TechnologyMAPLEBEAR INC$190,766,584$39,297,274 ▲25.9%4,216,7682.8%COMZZillow Group$167,263,428$74,548,471 ▲80.4%2,387,7722.4%Computer and TechnologyARM HOLDINGS PLC$150,937,062$122,535,518 ▲431.4%933,2082.2%SPONSORED ADSMELIMercadoLibre$121,635,727$113,010,748 ▲1,310.3%46,5391.8%Retail/WholesaleIOTSamsara$118,965,194$118,965,194 ▲New Holding2,990,5781.7%Computer and TechnologyDDOGDatadog$118,442,790$118,442,790 ▲New Holding881,7301.7%Computer and TechnologyCOREWEAVE INC$105,913,340$383,190,999 ▼-78.3%649,5361.5%COM CL AGRAB HOLDINGS LIMITED$1,369,2820.0%3,502,0000.0%W EXP 12/1/202QQQInvesco QQQ$0$463,292,960 ▼-100.0%00.0%FinanceFLUTTER ENTMT PLC$0$125,931,235 ▼-100.0%00.0%SHSBABAAlibaba Group$0$71,453,125 ▼-100.0%00.0%Retail/WholesaleASTERA LABS INC$0$58,577,860 ▼-100.0%00.0%COMRUBRIK INC.$0$50,735,543 ▼-100.0%00.0%CL ASAILPOINT INC$0$4,687,500 ▼-100.0%00.0%COMSERVICETITAN INC$0$3,804,400 ▼-100.0%00.0%SHS CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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