Altimeter Capital Management, LP Portfolio Holdings by Sector

Altimeter Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology UBER SNOW CRM DUOL 4 stocks	$2.18 Million 32.72% of portfolio	2	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL Z 3 stocks	$1.46 Million 21.97% of portfolio	1	2	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO 3 stocks	$1.11 Million 16.63% of portfolio	3	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CFLT IOT 3 stocks	$1.03 Million 15.49% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG MELI 3 stocks	$455,196 6.85% of portfolio	2	1	-	-	0 Calls 0 Puts
ETFs \| ETFs KWEB 1 stocks	$192,927 2.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$173,323 2.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$55,070 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts

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