ALTIMETER CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 15.68M | $369.82M |
 | NVDA | 8.10M | $1.51B |
 | CFLT | 6.93M | $209.66M |
 | UBER | 5.59M | $456.66M |
 | CRWV | 3.21M | $230.10M |
 | AMZN | 2.22M | $511.42M |
 | Z | 2.19M | $149.23M |
 | SNOW | 2.03M | $444.78M |
 | META | 1.85M | $1.22B |
 | HOOD | 1.29M | $146.27M |
 | MSFT | 1.28M | $617.75M |
 | TSM | 1.22M | $370.51M |
 | SHOP | 570K | $91.79M |
 | GOOGL | 519K | $162.54M |
 | BE | 261K | $22.65M |
 | MELI | 68K | $137.94M |
 | AVGO | 32K | $11.12M |
Coupang, Inc.
CPNG
Shares Held
15.68M
Value
$369.82M
NVIDIA Corporation
NVDA
Shares Held
8.10M
Value
$1.51B
Confluent, Inc.
CFLT
Shares Held
6.93M
Value
$209.66M
Uber Technologies, Inc.
UBER
Shares Held
5.59M
Value
$456.66M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
3.21M
Value
$230.10M
Amazon.com, Inc.
AMZN
Shares Held
2.22M
Value
$511.42M
Zillow Group, Inc. Class C
Z
Shares Held
2.19M
Value
$149.23M
Snowflake Inc.
SNOW
Shares Held
2.03M
Value
$444.78M
Meta Platforms, Inc.
META
Shares Held
1.85M
Value
$1.22B
Robinhood Markets, Inc.
HOOD
Shares Held
1.29M
Value
$146.27M
Microsoft Corporation
MSFT
Shares Held
1.28M
Value
$617.75M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1.22M
Value
$370.51M
Shopify Inc.
SHOP
Shares Held
570K
Value
$91.79M
Alphabet Inc.
GOOGL
Shares Held
519K
Value
$162.54M
Bloom Energy Corporation
BE
Shares Held
261K
Value
$22.65M
MercadoLibre, Inc.
MELI
Shares Held
68K
Value
$137.94M
Broadcom Inc.
AVGO
Shares Held
32K
Value
$11.12M