13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q2 2024. See the latest, Q2 2026 →
Reported value
$6.73B
+3.4% on the quarter before
Positions
20
6 new · 3 sold out
Top 10
92.9%
of the value
Est. gain
+$94.3M
on stocks held all quarter
Est. return
+1.5%
on those stocks since Q1 2024
Positions as of Jun 30, 2024, from Altimeter Capital's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
Each tile is a position, sized by its share, colored by what the fund did with it since Q1 2024. Striped tiles are options.
Largest buys
Since Q1 2024, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Amphenol~$136.4MNew · 0.0% → 2.0%+2,025,300 shares
- Salesforce~$93.5MNew · 0.0% → 1.4%+363,590 shares
- MercadoLibre~$74.9MAdded · 0.1% → 1.3%+45,575 shares
- Alphabet~$70.7MAdded · 0.7% → 1.8%+388,100 shares
- Apple~$57.2MNew · 0.0% → 0.8%+271,370 shares
- Coupang Inc~$27.8MAdded · 1.1% → 1.6%+1,328,900 shares
- Samsara~$27.5MNew · 0.0% → 0.4%+815,660 shares
- Uber~$13.0MAdded · 15.8% → 14.6%+178,460 shares
- Rubrik~$5.4MNew · 0.0% → 0.1%+175,000 shares
- Webtoon Entmt Inc~$2.7MNew · 0.0% → 0.0%+120,000 shares
Largest sells
Since Q1 2024, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Tesla~$103.7MSold out · 1.6% → 0.0%−589,700 shares
- Snowflake~$98.7MCut · 25.5% → 19.2%−730,343 shares
- Broadcom~$52.5MSold out · 0.8% → 0.0%−39,610 shares
- Meta~$32.6MCut · 17.6% → 17.2%−64,740 shares
- Coherent Corp~$26.0MSold out · 0.4% → 0.0%−428,270 shares
- Nvidia~$23.6MCut · 11.0% → 14.2%−190,640 shares
- Amazon~$14.1MCut · 4.2% → 4.1%−72,975 shares
- Microsoft~$10.8MCut · 10.7% → 10.8%−24,230 shares
- PDD Holdings~$7.1MCut · 3.2% → 3.4%−53,746 shares
- Confluent Inc~$3.1MCut · 6.1% → 5.7%−106,445 shares
Holdings
As of Jun 30, 2024. Changes are in shares against Mar 31, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SnowflakeCL A · shares −7.1% · price −16.4% | 19.2% | $1.29B | −$253.2M | ||||||||
| MetaCL A · shares −2.7% · price +3.8% | 17.2% | $1.16B | +$42.7M | ||||||||
| UberCOM · shares +1.3% · price −5.6% | 14.6% | $982.3M | −$57.5M | ||||||||
| NvidiaCOM · shares −2.4% · price +36.7% | 14.2% | $956.3M | +$256.9M | ||||||||
| MicrosoftCOM · shares −1.5% · price +6.2% | 10.8% | $726.6M | +$42.6M | ||||||||
| Confluent IncCLASS A COM · shares −0.8% · price −3.2% | 5.7% | $380.6M | −$12.8M | ||||||||
| AmazonCOM · shares −4.8% · price +7.1% | 4.1% | $277.2M | +$18.5M | ||||||||
| PDD HoldingsSPONSORED ADS · shares −3.0% · price +14.4% | 3.4% | $227.9M | +$28.6M | ||||||||
| AmphenolCL A · shares New | 2.0% | $136.4M | — | ||||||||
| AlphabetCAP STK CL A · shares +135% · price +20.7% | 1.8% | $122.9M | +$8.9M | ||||||||
| Coupang IncCL A · shares +34% · price +17.8% | 1.6% | $110.9M | +$12.5M | ||||||||
| SalesforceCOM · shares New | 1.4% | $93.5M | — | ||||||||
| MercadoLibreCOM · shares +730% · price +8.7% | 1.3% | $85.2M | +$820,843 | ||||||||
| Dell Technologies IncCL C · shares +1.0% · price +20.9% | 1.0% | $68.1M | +$11.6M | ||||||||
| AppleCOM · shares New | 0.85% | $57.2M | — | ||||||||
| SamsaraCOM CL A · shares New | 0.41% | $27.5M | — | ||||||||
| Astera LabsCOM · shares 0% · price −18.4% | 0.36% | $24.2M | −$5.5M | ||||||||
| RubrikCL A · shares New | 0.08% | $5.4M | — | ||||||||
| Webtoon Entmt IncCOM · shares New | 0.04% | $2.7M | — | ||||||||
| Grab Holdings LimitedW EXP 12/1/202 · shares 0% · price −14.1% | 0.01% | $561,896 | −$91,927 | ||||||||
| Total · 20 positions | 100% | $6.73B | +$94.3M |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q1 2024 to Q2 2024: 14 stocks held throughout, up $94.3M (+1.5%).
- Nvidia10:1 split+$256.9M+37%
- Meta+$42.7M+4%
- Microsoft+$42.6M+6%
- PDD Holdings+$28.6M+14%
- Amazon+$18.5M+7%
- Grab Holdings Limited−$91,927−14%
- Astera Labs−$5.5M−18%
- Confluent Inc−$12.8M−3%
- Uber−$57.5M−6%
- Snowflake−$253.2M−16%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 1 split read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | $9.83B+72% | SEC ↗ |
| Q1 2026 | May 15, 2026 | $5.70B−14% | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | $6.66B−12% | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | $7.58B+9% | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | $6.93B+39% | SEC ↗ |
| Q1 2025 | May 15, 2025 | $4.97B−10% | SEC ↗ |
| Q4 2024 | Feb 14, 2025 | $5.55B−18% | SEC ↗ |
| Q3 2024 | Nov 14, 2024 | $6.75B+0% | SEC ↗ |
| Q2 2024 | Aug 14, 2024 | $6.73B+3% | SEC ↗ |
| Q1 2024 | May 15, 2024 | $6.51B+8% | SEC ↗ |
| Q4 2023 | Feb 14, 2024 | $6.02B+14% | SEC ↗ |
| Q3 2023 | Nov 14, 2023 | $5.27B−5% | SEC ↗ |
| Q2 2023 | Aug 14, 2023 | $5.53B+21% | SEC ↗ |
| Q1 2023 | May 15, 2023 | $4.55B+25% | SEC ↗ |
| Q4 2022 | Feb 14, 2023 | $3.65B−22% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $4.68B+7% | SEC ↗ |
| Q2 2022 | Aug 15, 2022 | $4.38B−37% | SEC ↗ |
| Q1 2022 | May 17, 2022 (amended) | $6.93B−34% | SEC ↗ |
| Q4 2021 | Feb 14, 2022 | $10.52B−16% | SEC ↗ |
| Q3 2021 | Nov 15, 2021 | $12.48B−2% | SEC ↗ |
| Q2 2021 | Oct 7, 2021 (amended) | $12.79B−9% | SEC ↗ |
| Q1 2021 | May 17, 2021 | $13.98B+29% | SEC ↗ |
| Q4 2020 | Feb 16, 2021 | $10.81B+82% | SEC ↗ |
| Q3 2020 | Nov 16, 2020 | $5.92B+25% | SEC ↗ |
| Q2 2020 | Aug 14, 2020 | $4.73B+42% | SEC ↗ |
| Q1 2020 | May 15, 2020 | $3.33B−26% | SEC ↗ |
| Q4 2019 | Feb 14, 2020 | $4.48B+9% | SEC ↗ |
| Q3 2019 | Nov 14, 2019 | $4.10B+12% | SEC ↗ |
| Q2 2019 | Aug 14, 2019 | $3.65B+25% | SEC ↗ |
| Q1 2019 | May 15, 2019 | $2.92B+6% | SEC ↗ |
| Q4 2018 | Feb 15, 2019 (amended) | $2.74B+7% | SEC ↗ |
| Q3 2018 | Nov 14, 2018 | $2.57B+21% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $2.13B+5% | SEC ↗ |
| Q1 2018 | May 15, 2018 | $2.02B+6% | SEC ↗ |
| Q4 2017 | Feb 14, 2018 | $1.90B−10% | SEC ↗ |
| Q3 2017 | Nov 14, 2017 | $2.11B−12% | SEC ↗ |
| Q2 2017 | Aug 14, 2017 | $2.40B+13% | SEC ↗ |
| Q1 2017 | May 15, 2017 | $2.13B+9% | SEC ↗ |
| Q4 2016 | Feb 14, 2017 | $1.95B+28% | SEC ↗ |
| Q3 2016 | Nov 14, 2016 | $1.52B+13% | SEC ↗ |
| Q2 2016 | Aug 15, 2016 | $1.34B−12% | SEC ↗ |
| Q1 2016 | May 16, 2016 | $1.53B | SEC ↗ |