ALTIMETER CAPITAL MANAGEMENT, LP

PrivateCIK: 1541617
Location

MENLO PARK, CA

20
Positions
$9.83B
Total AUM (reported)
49.95M
Total Shares

Allocation by class

TOTAL AUM$9.83B20 positions
COM$4.31B43.8%
COM CL A$2.29B23.3%
SPONSORED ADS$1.26B12.9%
CL A$763.25M7.8%
COM SHS$490.23M5.0%
COM NEW$345.22M3.5%
CLASS A COM STK$303.53M3.1%

Portfolio Concentration

Top 343.2%4–1040.1%11–2516.7%TOP 1083.3%0%100%
Top 3$4.24B43.2%
4–10$3.94B40.1%
11–25$1.64B16.7%

Top 3 weight

43.2%

Top 10 weight

83.3%

Voting Authority Distribution

Total shares with voting rights: 49.95M

Sole

Full voting authority

42.59M

shares

% of voting shares85.3%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.36M

shares

% of voting shares14.7%

Investment Discretion (by position count)

Sole20
Shared0
Other0
Dominant voting typeSole · 85.3% of voting shares
Institutional Holdings20
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares9.41M
TypeSH
Market value$1.88B
19.16%
Sole
7.95M
Shared
0.00
None
1.46M

CEREBRAS SYSTEMS INC

SOLE
COM CL A
Shares7.23M
TypeSH
Market value$1.60B
16.24%
Sole
7.23M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares1.35M
TypeSH
Market value$763.25M
7.76%
Sole
1.32M
Shared
0.00
None
30.09K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares1.43M
TypeSH
Market value$682.62M
6.94%
Sole
1.05M
Shared
0.00
None
381K

COREWEAVE INC

SOLE
COM CL A
Shares6.07M
TypeSH
Market value$604.58M
6.15%
Sole
4.18M
Shared
0.00
None
1.89M

ARM HOLDINGS PLC

SOLE
SPONSORED ADS
Shares1.64M
TypeSH
Market value$582.19M
5.92%
Sole
1.57M
Shared
0.00
None
76.70K

AMAZON COM INC

SOLE
COM
Shares2.43M
TypeSH
Market value$578.06M
5.88%
Sole
1.87M
Shared
0.00
None
556.97K

UBER TECHNOLOGIES INC

SOLE
COM
Shares7.37M
TypeSH
Market value$532.00M
5.41%
Sole
5.73M
Shared
0.00
None
1.65M

SNOWFLAKE INC

SOLE
COM SHS
Shares1.93M
TypeSH
Market value$490.23M
4.99%
Sole
1.93M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.27M
TypeSH
Market value$473.02M
4.81%
Sole
1.18M
Shared
0.00
None
84.45K

QUALCOMM INC

SOLE
COM
Shares1.88M
TypeSH
Market value$347.87M
3.54%
Sole
1.22M
Shared
0.00
None
666.68K

SPACE EXPLORATION TECHN CORP

SOLE
CLASS A COM STK
Shares1.78M
TypeSH
Market value$303.53M
3.09%
Sole
1.78M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares209.52K
TypeSH
Market value$241.85M
2.46%
Sole
174.56K
Shared
0.00
None
34.96K

APPLIED MATLS INC

SOLE
COM
Shares261.95K
TypeSH
Market value$189.39M
1.93%
Sole
169.93K
Shared
0.00
None
92.02K

KLA CORP

SOLE
COM NEW
Shares578.23K
TypeSH
Market value$174.46M
1.77%
Sole
375.11K
Shared
0.00
None
203.12K

LAM RESEARCH CORP

SOLE
COM NEW
Shares394.08K
TypeSH
Market value$170.77M
1.74%
Sole
255.65K
Shared
0.00
None
138.43K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares899.69K
TypeSH
Market value$90.22M
0.92%
Sole
899.69K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares175.18K
TypeSH
Market value$62.60M
0.64%
Sole
123.89K
Shared
0.00
None
51.29K

SYNOPSYS INC

SOLE
COM
Shares140.34K
TypeSH
Market value$62.60M
0.64%
Sole
96.18K
Shared
0.00
None
44.16K

GRAB HOLDINGS LIMITED

SOLE
W EXP 12/1/202
Shares3.50M
TypeSH
Market value$150.6K
<0.01%
Sole
3.50M
Shared
0.00
None
0.00