Altimeter Capital Management, LP Portfolio Holdings by Sector
Altimeter Capital Management, LP
- $6.45 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
SNOW UBER 2 stocks |
$2.69 Million
41.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1.19 Million
18.41% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CFLT 2 stocks |
$1.09 Million
16.9% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$769,153
11.92% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN PDD CPNG MELI 4 stocks |
$557,420
8.64% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$103,663
1.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
DELL 1 stocks |
$55,828
0.87% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|