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CIK: 0001541617
Total reported value
$9.8B
$9.8B
20 檔
52.0%
During the Q2 2024 filing period, Altimeter Capital Management, LP (CIK: 0001541617) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.8B across 20 reported positions.
During Q2 2024, Altimeter Capital Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNOW | Snowflake Inc | Stock-Tech | 19.17% | -0.11% | -7.10% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 17.17% | -11.85% | -2.75% | |
| 3 | UBER | Uber Technologies Inc | Stock-Industrials | 14.59% | -4.65% | +1.34% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 14.21% | -9.41% | +875.96% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 10.79% | -2.88% | -1.47% | |
| 6 | 8QR | Confluent Inc-class A | Stock-Other | 5.65% | — | -0.82% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.12% | -1.76% | -4.84% | |
| 8 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 3.39% | — | -3.04% | |
| 9 | APH | Amphenol Corp-cl A | Stock-Tech | 2.03% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | +0.64% | NEW | |
| 11 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.65% | — | +33.50% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.39% | — | — | |
| 13 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.27% | — | +729.78% | |
| 14 | DELL | Dell Technologies -c | Stock-Tech | 1.01% | — | +0.96% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.85% | — | — | |
| 16 | IOT | Samsara Inc-cl A | Stock-Tech | 0.41% | — | — | |
| 17 | ALAB | Astera Labs Inc | Stock-Tech | 0.36% | — | — | |
| 18 | RBRK | Rubrik Inc-a | Stock-Tech | 0.08% | — | — | |
| 19 | WBTN | Webtoon Entertainment Inc | Stock-Other | 0.04% | — | — | |
| 20 | ✓ | Grab Holdings Limited | Stock-Other | 0.01% | — | EXIT |
According to official SEC Form 13F filings, Altimeter Capital Management, LP reported a total U.S. public equity portfolio value of $9.8B across 20 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SNOW, META, UBER) accounted for 52.0% of total reported equity market value during Q2 2024.
During Q2 2024, Altimeter Capital Management, LP's top holdings by market value included SNOW (19.2%)、META (17.2%)、UBER (14.6%). The largest single position, SNOW, represented 19.2% of total portfolio value.
In Q2 2024, Altimeter Capital Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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