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CIK: 0001541617
Total reported value
$9.8B
$9.8B
23 檔
50.1%
At the close of Q3 2024, Altimeter Capital Management, LP disclosed equity holdings valued at approximately $9.8B, spread across 23 reported holdings.
In Q3 2024, Altimeter Capital Management, LP displayed an active expansion posture, initiating 8 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 19.19% | -11.85% | -1.25% | |
| 2 | UBER | Uber Technologies Inc | Stock-Industrials | 14.84% | -4.65% | -1.32% | |
| 3 | SNOW | Snowflake Inc | Stock-Tech | 14.71% | -0.11% | -9.45% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 14.02% | -9.41% | +0.72% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 10.10% | -2.88% | -2.44% | |
| 6 | 8QR | Confluent Inc-class A | Stock-Other | 4.11% | — | +5.72% | |
| 7 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.86% | — | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.57% | — | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -1.76% | -37.09% | |
| 10 | CPNG | Coupang Inc | Stock-Consumer Disc | 2.38% | — | +23.87% | |
| 11 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.87% | — | +18.60% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.86% | — | +25.89% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.64% | NEW | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.34% | -1.16% | — | |
| 15 | IOT | Samsara Inc-cl A | Stock-Tech | 1.04% | — | +78.13% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | -0.36% | EXIT | |
| 17 | FUTU | Futu Holdings Ltd-adr | Stock-Financials | 0.82% | — | — | |
| 18 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.81% | — | — | |
| 19 | DUOL | Duolingo | Stock-Tech | 0.80% | — | — | |
| 20 | RBRK | Rubrik Inc-a | Stock-Tech | 0.78% | — | +842.06% | |
| 21 | LINE | Lineage Inc | Stock-Other | 0.46% | — | — | |
| 22 | ALAB | Astera Labs Inc | Stock-Tech | 0.31% | — | — | |
| 23 | ✓ | Grab Holdings Limited | Stock-Other | 0.01% | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | +2.9% | NEW | New buy |
| 2 | TSLA | Tesla Inc | +2.6% | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | +2% | -1.25% | Trim |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +1% | NEW | New buy |
| 6 | FUTU | Futu Holdings Ltd-adr | +0.8% | NEW | New buy |
| 7 | Z | Zillow Group Inc - C | +0.8% | NEW | New buy |
| 8 | DUOL | Duolingo | +0.8% | NEW | New buy |
| 9 | CPNG | Coupang Inc | +0.7% | +23.87% | Add |
| 10 | RBRK | Rubrik Inc-a | +0.7% | +842.06% | Add |
| 11 | IOT | Samsara Inc-cl A | +0.6% | +78.13% | Add |
| 12 | MELI | Mercadolibre Inc | +0.6% | +18.60% | Add |
| 13 | CRM | Salesforce Inc | +0.5% | +25.89% | Add |
| 14 | LINE | Lineage Inc | +0.5% | NEW | New buy |
| 15 | UBER | Uber Technologies Inc | +0.3% | -1.32% | Trim |
| 16 | ✓ | Grab Holdings Limited | — | — | Unchanged |
| 17 | WBTN | Webtoon Entertainment Inc | 0% | EXIT | Sold out |
| 18 | ALAB | Astera Labs Inc | -0.1% | — | Unchanged |
| 19 | NVDA | Nvidia CORP | -0.2% | +0.72% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.91% | Trim |
| 21 | MSFT | Microsoft CORP | -0.7% | -2.44% | Trim |
| 22 | AAPL | Apple Inc | -0.9% | EXIT | Sold out |
| 23 | DELL | Dell Technologies -c | -1% | EXIT | Sold out |
| 24 | 8QR | Confluent Inc-class A | -1.5% | +5.72% | Add |
| 25 | AMZN | Amazon.com Inc | -1.6% | -37.09% | Trim |
| 26 | APH | Amphenol Corp-cl A | -2% | EXIT | Sold out |
| 27 | PDD | Pdd Holdings Inc | -3.4% | EXIT | Sold out |
| 28 | SNOW | Snowflake Inc | -4.5% | -9.45% | Trim |
According to official SEC Form 13F filings, Altimeter Capital Management, LP reported a total U.S. public equity portfolio value of $9.8B across 23 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, UBER, SNOW) accounted for 50.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
KWEB
市值: $192.9M
Top Position Liquidated / Trimmed
PDD
前期市值: $227.9M
During Q3 2024, Altimeter Capital Management, LP's top holdings by market value included META (19.2%)、UBER (14.8%)、SNOW (14.7%). The largest single position, META, represented 19.2% of total portfolio value.
In Q3 2024, Altimeter Capital Management, LP made 26 total portfolio adjustments, initiating 8 new buys, adding to 7 positions, trimming 6 holdings, and fully liquidating 5 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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