13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q4 2024. See the latest, Q2 2026 →
Reported value
$5.55B
−18% on the quarter before
Positions
24
5 new · 4 sold out
Top 10
83.2%
of the value
Est. gain
+$504.4M
on stocks held all quarter
Est. return
+10.9%
on those stocks since Q3 2024
Positions as of Dec 31, 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 Q3 2024. Striped tiles are options.
Largest buys
Since Q3 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.
- Maplebear Inc~$105.1MNew · 0.0% → 1.9%+2,537,618 shares
- Flutter Entmt Plc~$98.3MNew · 0.0% → 1.8%+380,315 shares
- Twilio~$63.0MNew · 0.0% → 1.1%+582,915 shares
- Micron~$51.7MNew · 0.0% → 0.9%+614,595 shares
- Alphabet~$38.9MAdded · 1.6% → 3.0%+205,660 shares
- Zillow Group Inc~$33.0MAdded · 0.8% → 1.7%+445,158 shares
- Astera Labs~$24.4MAdded · 0.3% → 1.4%+184,430 shares
- Nvidia~$6.6MAdded · 14.0% → 19.0%+49,180 shares
- ServiceTitan~$4.1MNew · 0.0% → 0.1%+40,000 shares
- Samsara~$227,843Added · 1.0% → 1.1%+5,215 shares
Largest sells
Since Q3 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.
- Snowflake~$566.6MCut · 14.7% → 13.9%−3,669,649 shares
- Uber~$467.3MCut · 14.8% → 6.1%−7,747,808 shares
- Microsoft~$249.7MCut · 10.1% → 7.6%−592,420 shares
- Meta~$247.0MCut · 19.2% → 19.4%−421,815 shares
- Kraneshares Trust~$192.9MSold out · 2.9% → 0.0%−5,671,010 shares
- Tesla~$124.1MCut · 2.6% → 2.6%−307,270 shares
- Broadcom~$68.5MSold out · 1.0% → 0.0%−396,895 shares
- Salesforce~$62.2MCut · 1.9% → 1.6%−186,010 shares
- Futu Hldgs Ltd~$55.1MSold out · 0.8% → 0.0%−575,750 shares
- Confluent Inc~$52.6MCut · 4.1% → 5.9%−1,880,094 shares
Holdings
As of Dec 31, 2024. Changes are in shares against Sep 30, 2024, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MetaCL A · shares −19% · price +2.3% | 19.4% | $1.08B | +$24.1M | ||||||||
| NvidiaCOM · shares +0.6% · price +10.6% | 19.0% | $1.05B | +$100.2M | ||||||||
| SnowflakeCL A · shares −42% · price +34.4% | 13.9% | $768.7M | +$196.9M | ||||||||
| MicrosoftCOM · shares −37% · price −2.0% | 7.6% | $418.8M | −$8.7M | ||||||||
| UberCOM · shares −58% · price −19.7% | 6.1% | $337.1M | −$82.9M | ||||||||
| Confluent IncCLASS A COM · shares −14% · price +37.2% | 5.9% | $328.4M | +$89.0M | ||||||||
| AmazonCOM · shares −3.4% · price +17.7% | 3.4% | $191.1M | +$28.8M | ||||||||
| AlphabetCAP STK CL A · shares +31% · price +14.1% | 3.0% | $164.2M | +$15.5M | ||||||||
| TeslaCOM · shares −46% · price +54.4% | 2.6% | $143.4M | +$50.5M | ||||||||
| Coupang IncCL A · shares −8.7% · price −10.5% | 2.4% | $131.6M | −$15.4M | ||||||||
| RubrikCL A · shares −0.4% · price +103.3% | 1.9% | $107.3M | +$54.5M | ||||||||
| Maplebear IncCOM · shares New | 1.9% | $105.1M | — | ||||||||
| TSMCSPONSORED ADS · shares −2.9% · price +13.7% | 1.8% | $99.6M | +$12.0M | ||||||||
| Flutter Entmt PlcSHS · shares New | 1.8% | $98.3M | — | ||||||||
| Zillow Group IncCL C CAP STK · shares +52% · price +16.0% | 1.7% | $96.3M | +$8.7M | ||||||||
| SalesforceCOM · shares −41% · price +22.1% | 1.6% | $90.8M | +$16.5M | ||||||||
| Astera LabsCOM · shares +46% · price +152.8% | 1.4% | $77.4M | +$32.0M | ||||||||
| SamsaraCOM CL A · shares +0.4% · price −9.2% | 1.1% | $63.7M | −$6.4M | ||||||||
| TwilioCL A · shares New | 1.1% | $63.0M | — | ||||||||
| MercadoLibreCOM · shares −41% · price −17.1% | 1.1% | $61.6M | −$12.7M | ||||||||
| MicronCOM · shares New | 0.93% | $51.7M | — | ||||||||
| Duolingo IncCL A COM · shares −84% · price +15.0% | 0.18% | $9.8M | +$1.3M | ||||||||
| ServiceTitanSHS CL A · shares New | 0.07% | $4.1M | — | ||||||||
| Grab Holdings LimitedW EXP 12/1/202 · shares 0% · price +68.0% | 0.03% | $1.4M | +$577,830 | ||||||||
| Total · 24 positions | 100% | $5.55B | +$504.4M |
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 Q3 2024 to Q4 2024: 19 stocks held throughout, up $504.4M (+10.9%).
- Snowflake+$196.9M+34%
- Nvidia+$100.2M+11%
- Confluent Inc+$89.0M+37%
- Rubrik+$54.5M+103%
- Tesla+$50.5M+54%
- Samsara−$6.4M−9%
- Microsoft−$8.7M−2%
- MercadoLibre−$12.7M−17%
- Coupang Inc−$15.4M−10%
- Uber−$82.9M−20%
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 ↗ |