Altimeter Capital Management, LP Portfolio Holdings by Sector

Altimeter Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOGL Z TWLO 4 stocks	$1.41 Million 27.33% of portfolio	3	1	1	-	0 Calls 0 Puts
Software—Application \| Technology SNOW UBER CRM DUOL 4 stocks	$1.21 Million 23.38% of portfolio	-	4	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM MU 3 stocks	$1.2 Million 23.35% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CFLT IOT 3 stocks	$810,885 15.71% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG MELI 3 stocks	$384,356 7.45% of portfolio	-	3	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$143,415 2.78% of portfolio	-	1	-	-	0 Calls 0 Puts

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