ALTIMETER CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CFLT | 11.28M | $223.38M |
 | CPNG | 10.02M | $322.79M |
 | NVDA | 7.64M | $1.43B |
 | UBER | 5.59M | $547.53M |
 | CART | 3.32M | $122.23M |
 | HOOD | 2.60M | $371.82M |
 | SNOW | 2.43M | $547.72M |
 | Z | 2.19M | $168.54M |
 | AMZN | 2.17M | $475.91M |
 | META | 1.87M | $1.37B |
 | GEMI | 1.60M | $38.34M |
 | PDD | 1.37M | $181.29M |
 | MSFT | 1.16M | $601.91M |
 | ARM | 1.10M | $155.38M |
 | TSM | 1.07M | $298.47M |
 | BABA | 969K | $173.21M |
 | AVGO | 745K | $245.71M |
 | PTRN | 721K | $9.88M |
 | NTSK | 325K | $7.39M |
 | GOOGL | 313K | $76.12M |
Confluent, Inc.
CFLT
Shares Held
11.28M
Value
$223.38M
Coupang, Inc.
CPNG
Shares Held
10.02M
Value
$322.79M
NVIDIA Corporation
NVDA
Shares Held
7.64M
Value
$1.43B
Uber Technologies, Inc.
UBER
Shares Held
5.59M
Value
$547.53M
Instacart (Maplebear Inc.)
CART
Shares Held
3.32M
Value
$122.23M
Robinhood Markets, Inc.
HOOD
Shares Held
2.60M
Value
$371.82M
Snowflake Inc.
SNOW
Shares Held
2.43M
Value
$547.72M
Zillow Group, Inc. Class C
Z
Shares Held
2.19M
Value
$168.54M
Amazon.com, Inc.
AMZN
Shares Held
2.17M
Value
$475.91M
Meta Platforms, Inc.
META
Shares Held
1.87M
Value
$1.37B
Gemini Space Station, Inc. Class A Common Stock
GEMI
Shares Held
1.60M
Value
$38.34M
PDD Holdings Inc.
PDD
Shares Held
1.37M
Value
$181.29M
Microsoft Corporation
MSFT
Shares Held
1.16M
Value
$601.91M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
1.10M
Value
$155.38M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1.07M
Value
$298.47M
Alibaba Group Holding Limited
BABA
Shares Held
969K
Value
$173.21M
Broadcom Inc.
AVGO
Shares Held
745K
Value
$245.71M
Pattern Group Inc. Series A Common Stock
PTRN
Shares Held
721K
Value
$9.88M
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
325K
Value
$7.39M
Alphabet Inc.
GOOGL
Shares Held
313K
Value
$76.12M