The Analysis of Altimeter Capital Management, LP's Holdings


Currently, Altimeter Capital Management, LP holds 23 types of securities in its portfolio with a total value $7.6B. In the most recent quarter, they have increased their positions in AVGO (+744.8K shares, valued at $245.7M), PDD (+1.4M shares, valued at $181.3M), BABA (+969.1K shares, valued at $173.2M); decreased their positions in NVDA (-607.3K shares, valued at $113.3M), HOOD (-648.6K shares, valued at $92.9M), SNOW (-397.2K shares, valued at $89.6M); initiated new positions in AVGO (+744.8K shares, valued at $245.7M), PDD (+1.4M shares, valued at $181.3M), BABA (+969.1K shares, valued at $173.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION7.6M shares-7.36%2025-09-302025-11-14history
META META PLATFORMS INC1.9M shares-0.61%2025-09-302025-11-14history
MSFT MICROSOFT CORP1.2M shares9.83%2025-09-302025-11-14history
SNOW SNOWFLAKE INC2.4M shares-14.06%2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC5.6M shares-6.12%2025-09-302025-11-14history
AMZN AMAZON COM INC2.2M shares47.96%2025-09-302025-11-14history
HOOD ROBINHOOD MKTS INC2.6M shares-19.98%2025-09-302025-11-14history
CPNG COUPANG INC10.0M shares-12.32%2025-09-302025-11-14history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1M shares23.23%2025-09-302025-11-14history
AVGO BROADCOM INC744.8K sharesnew addition2025-09-302025-11-14history
CFLT CONFLUENT INC11.3M shares-27.46%2025-09-302025-11-14history
PDD PDD HOLDINGS INC1.4M sharesnew addition2025-09-302025-11-14history
BABA ALIBABA GROUP HLDG LTD969.1K sharesnew addition2025-09-302025-11-14history
Z ZILLOW GROUP INC2.2M shares-8.39%2025-09-302025-11-14history
ARM ARM HOLDINGS PLC1.1M shares17.67%2025-09-302025-11-14history
SNPS SYNOPSYS INC258.3K sharesnew addition2025-09-302025-11-14history
Sponsored
CART MAPLEBEAR INC3.3M shares-21.15%2025-09-302025-11-14history
MELI MERCADOLIBRE INC37.8K shares-18.69%2025-09-302025-11-14history
GOOGL ALPHABET INC313.1K sharesnew addition2025-09-302025-11-14history
GEMI GEMINI SPACE STA INC1.6M sharesnew addition2025-09-302025-11-14history
PTRN PATTERN GROUP INC721.4K sharesnew addition2025-09-302025-11-14history
NTSK NETSKOPE INC325.0K sharesnew addition2025-09-302025-11-14history
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED3.5M shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available