The Analysis of Altimeter Capital Management, LP's Holdings
Currently, Altimeter Capital Management, LP holds 18 types of securities in its portfolio with a total value $6.7B. In the most recent quarter, they have increased their positions in CRWV (+3.2M shares, valued at $230.1M), CPNG (+5.7M shares, valued at $133.3M), SHOP (+570.2K shares, valued at $91.8M); decreased their positions in N/A (-712.6K shares, valued at $246.6M), HOOD (-1.3M shares, valued at $147.4M), CFLT (-4.3M shares, valued at $131.5M); initiated new positions in CRWV (+3.2M shares, valued at $230.1M), SHOP (+570.2K shares, valued at $91.8M), BE (+260.7K shares, valued at $22.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION8.1M shares5.95%2025-12-312026-02-17
META META PLATFORMS INC1.8M shares-1.10%2025-12-312026-02-17 MSFT MICROSOFT CORP1.3M shares9.92%2025-12-312026-02-17 AMZN AMAZON COM INC2.2M shares2.22%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC5.6M shares0.00%2025-12-312026-02-17 SNOW SNOWFLAKE INC2.0M shares-16.50%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2M shares14.09%2025-12-312026-02-17 CPNG COUPANG INC15.7M shares56.38%2025-12-312026-02-17 CRWV COREWEAVE INC3.2M sharesnew addition2025-12-312026-02-17 CFLT CONFLUENT INC6.9M shares-38.54%2025-12-312026-02-17 ALPHABET INC ALPHABET INC519.3K shares65.84%2025-12-312026-02-17 Z ZILLOW GROUP INC2.2M shares0.00%2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC1.3M shares-50.20%2025-12-312026-02-17 MELI MERCADOLIBRE INC68.5K shares80.97%2025-12-312026-02-17 SHOP SHOPIFY INC570.2K sharesnew addition2025-12-312026-02-17 BE BLOOM ENERGY CORP260.7K sharesnew addition2025-12-312026-02-17 BROADCOM INC BROADCOM INC32.1K shares-95.69%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available