Altimeter Capital Management, Lp Top Holdings and 13F Report (2025) About Altimeter Capital Management, LpInvestment ActivityAltimeter Capital Management, Lp has $4.97 billion in total holdings as of March 31, 2025.Altimeter Capital Management, Lp owns shares of 22 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 19.91% of the portfolio was purchased this quarter.About 23.80% of the portfolio was sold this quarter.This quarter, Altimeter Capital Management, Lp has purchased 24 new stocks and bought additional shares in 8 stocks.Altimeter Capital Management, Lp sold shares of 6 stocks and completely divested from 8 stocks this quarter.Largest Holdings Meta Platforms $1,057,987,165NVIDIA $774,968,697Invesco QQQ $463,292,960Snowflake $430,789,645Uber Technologies $412,846,764 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $463,292,960 Holding770700102 - Robinhood Markets $120,103,417 Holding21873S108 - COREWEAVE INC $111,222,795 Holding01609W102 - Alibaba Group $71,453,125 Holding042068205 - ARM HOLDINGS PLC $18,752,325 Holding Largest Purchases this Quarter Invesco QQQ 988,000 shares (about $463.29M)Robinhood Markets 2,885,714 shares (about $120.10M)COREWEAVE INC 2,999,536 shares (about $111.22M)Alibaba Group 540,370 shares (about $71.45M)FLUTTER ENTMT PLC 188,095 shares (about $41.67M) Largest Sales this Quarter Snowflake 2,030,926 shares (about $296.84M)NVIDIA 695,292 shares (about $75.36M)MercadoLibre 32,955 shares (about $64.29M)RUBRIK INC. 810,095 shares (about $49.40M)Microsoft 18,400 shares (about $6.91M) 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$1,057,987,165$3,775,158 ▼-0.4%1,835,63621.3%Computer and TechnologyNVDANVIDIA$774,968,697$75,355,747 ▼-8.9%7,150,47715.6%Computer and TechnologyQQQInvesco QQQ$463,292,960$463,292,960 ▲New Holding988,0009.3%FinanceSNOWSnowflake$430,789,645$296,840,144 ▼-40.8%2,947,3848.7%Computer and TechnologyUBERUber Technologies$412,846,764$5,647,379 ▲1.4%5,666,3028.3%Computer and TechnologyMSFTMicrosoft$366,035,281$6,907,176 ▼-1.9%975,0807.4%Computer and TechnologyCFLTConfluent$305,706,356$30,371,442 ▲11.0%13,042,0806.1%Computer and TechnologyAMZNAmazon.com$198,851,190$33,091,922 ▲20.0%1,045,1554.0%Retail/WholesaleCPNGCoupang$163,190,889$31,920,321 ▲24.3%7,441,4453.3%Retail/WholesaleMAPLEBEAR INC$133,556,826$32,331,244 ▲31.9%3,348,1282.7%COMFLUTTER ENTMT PLC$125,931,235$41,672,447 ▲49.5%568,4102.5%SHSHOODRobinhood Markets$120,103,417$120,103,417 ▲New Holding2,885,7142.4%FinanceCOREWEAVE INC$111,222,795$111,222,795 ▲New Holding2,999,5362.2%COM CL AZZillow Group$90,742,862$1,564,265 ▲1.8%1,323,5541.8%FinanceBABAAlibaba Group$71,453,125$71,453,125 ▲New Holding540,3701.4%Retail/WholesaleASTERA LABS INC$58,577,860$23,704,922 ▲68.0%981,6971.2%COMRUBRIK INC.$50,735,543$49,399,593 ▼-49.3%832,0031.0%CL AARM HOLDINGS PLC$18,752,325$18,752,325 ▲New Holding175,6000.4%SPONSORED ADSMELIMercadoLibre$6,437,872$64,290,931 ▼-90.9%3,3000.1%Retail/WholesaleSAILPOINT INC$4,687,500$4,687,500 ▲New Holding250,0000.1%COMSERVICETITAN INC$3,804,4000.0%40,0000.1%SHS CL AGRAB HOLDINGS LIMITED$1,421,8120.0%3,502,0000.0%W EXP 12/1/202GOOGLAlphabet$0$164,180,837 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$143,415,700 ▼-100.0%00.0%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$0$99,610,006 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$90,845,819 ▼-100.0%00.0%Computer and TechnologyIOTSamsara$0$63,706,486 ▼-100.0%00.0%Computer and TechnologyTWLOTwilio$0$63,001,453 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$51,724,315 ▼-100.0%00.0%Computer and TechnologyDUOLINGO INC$0$9,848,486 ▼-100.0%00.0%CL A COMShowing 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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