Altimeter Capital Management, LP Portfolio Holdings by Sector
Altimeter Capital Management, LP
- $7.25 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA TSM AVGO 3 stocks |
$1.97 Million
27.19% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META Z GOOGL 3 stocks |
$1.61 Million
22.28% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD CFLT SNPS 4 stocks |
$1.32 Million
18.28% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CPNG PDD BABA MELI 5 stocks |
$1.24 Million
17.13% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW UBER 2 stocks |
$1.1 Million
15.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|