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	$1.15 Million 25.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW UBER 2 stocks	$843,635 18.91% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CFLT HOOD 3 stocks	$791,844 17.74% of portfolio	2	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$774,968 17.37% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ 1 stocks	$463,292 10.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG BABA MELI 4 stocks	$439,931 9.86% of portfolio	3	1	1	-	0 Calls 0 Puts

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