Altimeter Capital Management, LP
data from 30/09/2025
Capitalization
$ 7.582 B
9.40 %
Performance
$ 6.081 B
58 620.97 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 18.81% | 1.426 B $ | 7644898 | 2022/12/31 | 235.929 M $ | 18.10 % |
| 2025/09/30 | META | META PLATFORMS INC | 18.07% | 1.370 B $ | 1865938 | 2018/03/31 | -6.965 M $ | -0.50 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 7.94% | 601.906 M $ | 1162092 | 2018/03/31 | 21.734 M $ | 4.13 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 7.22% | 547.722 M $ | 2428384 | 2020/09/30 | 5.030 M $ | 0.80 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 7.22% | 547.534 M $ | 5588792 | 2019/06/30 | 27.801 M $ | 5.01 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 6.28% | 475.912 M $ | 2167474 | 2023/06/30 | 263.675 K $ | 0.08 % |
| 2025/09/30 | HOOD | ROBINHOOD MKTS INC | 4.90% | 371.821 M $ | 2596875 | 2025/03/31 | 160.812 M $ | 52.92 % |
| 2025/09/30 | CPNG | COUPANG INC | 4.26% | 322.792 M $ | 10024584 | 2024/03/31 | 25.609 M $ | 7.48 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.94% | 298.471 M $ | 1068677 | 2024/09/30 | 45.789 M $ | 23.31 % |
| 2025/09/30 | AVGO | BROADCOM INC | 3.24% | 245.709 M $ | 744776 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CFLT | CONFLUENT INC | 2.95% | 223.380 M $ | 11281793 | 2021/06/30 | -79.787 M $ | -20.58 % |
| 2025/09/30 | PDD | PDD HOLDINGS INC | 2.39% | 181.295 M $ | 1371680 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BABA | ALIBABA GROUP HLDG LTD | 2.28% | 173.207 M $ | 969100 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | Z | ZILLOW GROUP INC | 2.22% | 168.541 M $ | 2187421 | 2024/09/30 | 16.714 M $ | 9.99 % |
| 2025/09/30 | ARM | ARM HOLDINGS PLC | 2.05% | 155.376 M $ | 1098139 | 2025/03/31 | -18.897 M $ | -12.52 % |
| 2025/09/30 | SNPS | SYNOPSYS INC | 1.68% | 127.433 M $ | 258280 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CART | MAPLEBEAR INC | 1.61% | 122.225 M $ | 3324951 | 2024/12/31 | -35.758 M $ | -18.74 % |
| 2025/09/30 | MELI | MERCADOLIBRE INC | 1.17% | 88.432 M $ | 37841 | 2023/09/30 | -12.877 M $ | -10.59 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 1.00% | 76.122 M $ | 313132 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GEMI | GEMINI SPACE STA INC | 0.51% | 38.336 M $ | 1600000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PTRN | PATTERN GROUP INC | 0.13% | 9.884 M $ | 721430 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NTSK | NETSKOPE INC | 0.10% | 7.387 M $ | 325000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GRAB HOLDINGS LIMITED | 0.02% | 1.764 M $ | 3502000 | 2021/12/31 | 394.325 K $ | 28.80 % | |
| 2025/09/30 | IOT | SAMSARA INC | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DDOG | DATADOG INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CRWV | COREWEAVE INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |