SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $6.02B
Positions: 11
Period: 2023-12-31
Filed: 2024-02-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$6.02B

Positions

11

New

0

Increased

4

Decreased

2

Sold Out

140

Altimeter Capital Management, LP Q4 2023 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $6.02B across 11 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). Top holdings include SNOW ($2.47B), META ($851.20M), UBER ($821.13M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 4 increases, 2 reductions, 140 complete exits. Notable exits: CONTROLADORA VUELA COMP DE A, GOOGL, OKTA.

All Holdings

#StockValue↓WeightChange
1
SNOWSNOWFLAKE INC
CL A
$2.47B
41.05%
-19.3%
2
METAMETA PLATFORMS INC
CL A
$851.20M
14.13%
-
3
UBERUBER TECHNOLOGIES INC
COM
$821.13M
13.63%
-
4
MSFTMICROSOFT CORP
COM
$621.58M
10.32%
-
5
NVDANVIDIA CORPORATION
COM
$396.01M
6.58%
+3.6%
6
CFLTCONFLUENT INC
CLASS A COM
$344.67M
5.72%
-11.3%
7
PDDPDD HOLDINGS INC
SPONSORED ADS
$275.47M
4.57%
+191.3%
8
AMZNAMAZON COM INC
COM
$190.64M
3.17%
-
9
TSLATESLA INC
COM
$38.93M
0.65%
+0.0%
10
MELIMERCADOLIBRE INC
COM
$9.81M
0.16%
+109.6%
11
THCHGRAB HOLDINGS LIMITED
W EXP 12/1/202
$787.77K
0.01%
-

Position Changes

StockValueShares% Chg
NVDANVIDIA CORPORATION
$396.01M799,660+3.6%
PDDPDD HOLDINGS INC
$275.47M1,882,770+191.3%
TSLATESLA INC
$38.93M156,6700.0%
MELIMERCADOLIBRE INC
$9.81M6,245+109.6%