13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q3 2024. See the latest, Q2 2026 →
Reported value
$6.75B
+0.3% on the quarter before
Positions
23
8 new · 5 sold out
Top 10
87.3%
of the value
Est. gain
−$109.7M
on stocks held all quarter
Est. return
−1.8%
on those stocks since Q2 2024
Positions as of Sep 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 Q2 2024. Striped tiles are options.
Largest buys
Since Q2 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.
- Kraneshares Trust~$192.9MNew · 0.0% → 2.9%+5,671,010 shares
- Tesla~$173.3MNew · 0.0% → 2.6%+662,400 shares
- TSMC~$90.2MNew · 0.0% → 1.3%+519,290 shares
- Broadcom~$68.5MNew · 0.0% → 1.0%+396,895 shares
- Futu Hldgs Ltd~$55.1MNew · 0.0% → 0.8%+575,750 shares
- Zillow Group Inc~$54.6MNew · 0.0% → 0.8%+855,580 shares
- Duolingo Inc~$54.0MNew · 0.0% → 0.8%+191,625 shares
- Rubrik~$47.4MAdded · 0.1% → 0.8%+1,473,598 shares
- Lineage Cell Theraputics In~$31.4MNew · 0.0% → 0.5%+400,000 shares
- Coupang Inc~$31.0MAdded · 1.6% → 2.4%+1,263,930 shares
Largest sells
Since Q2 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.
- PDD Holdings~$227.9MSold out · 3.4% → 0.0%−1,714,185 shares
- Amphenol~$136.4MSold out · 2.0% → 0.0%−2,025,300 shares
- Snowflake~$103.7MCut · 19.2% → 14.7%−902,787 shares
- Amazon~$99.1MCut · 4.1% → 2.5%−532,040 shares
- Dell Technologies Inc~$68.1MSold out · 1.0% → 0.0%−493,940 shares
- Apple~$57.2MSold out · 0.8% → 0.0%−271,370 shares
- Microsoft~$17.1MCut · 10.8% → 10.1%−39,740 shares
- Meta~$16.4MCut · 17.2% → 19.2%−28,660 shares
- Uber~$13.4MCut · 14.6% → 14.8%−178,460 shares
- Webtoon Entmt Inc~$2.7MSold out · 0.0% → 0.0%−120,000 shares
Holdings
As of Sep 30, 2024. Changes are in shares against Jun 30, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MetaCL A · shares −1.3% · price +13.5% | 19.2% | $1.30B | +$154.5M | ||||||||
| UberCOM · shares −1.3% · price +3.4% | 14.8% | $1.00B | +$33.1M | ||||||||
| SnowflakeCL A · shares −9.5% · price −15.0% | 14.7% | $993.3M | −$174.9M | ||||||||
| NvidiaCOM · shares +0.7% · price −1.7% | 14.0% | $946.8M | −$16.3M | ||||||||
| MicrosoftCOM · shares −2.4% · price −3.7% | 10.1% | $682.4M | −$26.4M | ||||||||
| Confluent IncCLASS A COM · shares +5.7% · price −31.0% | 4.1% | $277.7M | −$117.9M | ||||||||
| Kraneshares TrustCSI CHI INTERNET · shares New | 2.9% | $192.9M | — | ||||||||
| TeslaCOM · shares New | 2.6% | $173.3M | — | ||||||||
| AmazonCOM · shares −37% · price −3.6% | 2.5% | $168.1M | −$6.2M | ||||||||
| Coupang IncCL A · shares +24% · price +17.2% | 2.4% | $161.0M | +$19.1M | ||||||||
| MercadoLibreCOM · shares +19% · price +24.9% | 1.9% | $126.1M | +$21.2M | ||||||||
| SalesforceCOM · shares +26% · price +6.5% | 1.9% | $125.3M | +$6.0M | ||||||||
| AlphabetCAP STK CL A · shares −1.9% · price −8.9% | 1.6% | $109.7M | −$10.8M | ||||||||
| TSMCSPONSORED ADS · shares New | 1.3% | $90.2M | — | ||||||||
| SamsaraCOM CL A · shares +78% · price +42.8% | 1.0% | $69.9M | +$11.8M | ||||||||
| BroadcomCOM · shares New | 1.0% | $68.5M | — | ||||||||
| Futu Hldgs LtdSPON ADS CL A · shares New | 0.82% | $55.1M | — | ||||||||
| Zillow Group IncCL C CAP STK · shares New | 0.81% | $54.6M | — | ||||||||
| Duolingo IncCL A COM · shares New | 0.80% | $54.0M | — | ||||||||
| RubrikCL A · shares +842% · price +4.9% | 0.78% | $53.0M | +$260,750 | ||||||||
| Lineage Cell Theraputics InCOM · shares New | 0.46% | $31.4M | — | ||||||||
| Astera LabsCOM · shares 0% · price −13.4% | 0.31% | $21.0M | −$3.2M | ||||||||
| Grab Holdings LimitedW EXP 12/1/202 · shares 0% · price +51.1% | 0.01% | $849,235 | +$287,339 | ||||||||
| Total · 23 positions | 100% | $6.75B | −$109.7M |
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 Q2 2024 to Q3 2024: 15 stocks held throughout, down $109.7M (−1.8%).
- Meta+$154.5M+14%
- Uber+$33.1M+3%
- MercadoLibre+$21.2M+25%
- Coupang Inc+$19.1M+17%
- Samsara+$11.8M+43%
- Alphabet−$10.8M−9%
- Nvidia−$16.3M−2%
- Microsoft−$26.4M−4%
- Confluent Inc−$117.9M−31%
- Snowflake−$174.9M−15%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.
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 ↗ |