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Latest Altimeter Capital Management, LP Stock Portfolio

$6.02Billion

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About Altimeter Capital Management, LP and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Altimeter Capital Management, LP reported an equity portfolio of $5.3 Billions as of 30 Sep, 2023.

The top stock holdings of Altimeter Capital Management, LP are SNOW, META, UBER. The fund has invested 44.7% of it's portfolio in SNOWFLAKE INC and 13.7% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off ROBLOX CORP (RBLX), OKTA INC (OKTA) and ALPHABET INC (GOOG) stocks. Altimeter Capital Management, LP opened new stock positions in PDD HOLDINGS INC and MERCADOLIBRE INC (MELI). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), META PLATFORMS INC (META) and MICROSOFT CORP (MSFT).

New Buys

Ticker$ Bought
TESLA INC38,929,400

New stocks bought by Altimeter Capital Management, LP

Additions

Ticker% Inc.
PDD HOLDINGS INC191
MERCADOLIBRE INC109
NVIDIA CORPORATION3.55

Additions to existing portfolio by Altimeter Capital Management, LP

Reductions

Ticker% Reduced
SNOWFLAKE INC-19.32
CONFLUENT INC-11.33

Altimeter Capital Management, LP reduced stake in above stock

Sold off

Ticker$ Sold
CONTROLADORA VUELA COMP DE A-2,575,240

Altimeter Capital Management, LP got rid off the above stocks

Current Stock Holdings of Altimeter Capital Management, LP

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AMZNAMAZON COM INC3.161,254,720190,642,000UNCHANGED0.00
CFLTCONFLUENT INC5.7214,729,500344,669,000REDUCED-11.33
MELIMERCADOLIBRE INC0.166,2459,814,270ADDED109
METAMETA PLATFORMS INC14.132,404,780851,196,000UNCHANGED0.00
MSFTMICROSOFT CORP10.321,652,960621,579,000UNCHANGED0.00
NVDANVIDIA CORPORATION6.58799,660396,008,000ADDED3.55
PDDPDD HOLDINGS INC4.571,882,770275,468,000ADDED191
SNOWSNOWFLAKE INC41.0512,424,9002,472,560,000REDUCED-19.32
TSLATESLA INC0.65156,67038,929,400NEW
UBERUBER TECHNOLOGIES INC13.6313,336,600821,134,000UNCHANGED0.00
VLRSCONTROLADORA VUELA COMP DE A0.000.000.00SOLD OFF-100
GRAB HOLDINGS LIMITED0.013,502,000787,775UNCHANGED0.00