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 Z 2 stocks	$1.55 Million 23.96% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$1.5 Million 23.14% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CFLT HOOD IOT 4 stocks	$1.34 Million 20.63% of portfolio	4	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SNOW UBER DDOG 3 stocks	$1.31 Million 20.15% of portfolio	2	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN MELI 3 stocks	$785,534 12.12% of portfolio	3	-	-	-	0 Calls 0 Puts

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