 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| TSLA |
+156,670 | +$38,929 | | GRABW |
+3,502,000 | +$788 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| VLRS |
-379,270 | -$2,575 | | GRAB |
-3,502,000 | -$1,208 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| PDD |
+1,236,490 | +$212,087 | | NVDA |
+27,450 | +$60,104 | | MELI |
+3,265 | +$6,036 | | META |
UNCH | +$129,257 | | UBER |
UNCH | +$207,784 | | MSFT |
UNCH | +$99,657 | | AMZN |
UNCH | +$31,142 | | CFLT |
-1,882,485 | -$147,211 | | SNOW |
-2,975,190 | +$119,886 |
Size ($ in 1000's)
At 12/31/2023: $6,022,791
At 09/30/2023: $5,268,115
Altimeter Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altimeter Capital Management LP 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by Altimeter Capital Management LP to be as follows, presented in the
table below with each row detailing each Altimeter Capital Management LP position, ordered by largest to smallest position size.
The all-stocks-held-by-Altimeter Capital Management LP table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Altimeter Capital Management LP as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SNOWFLAKE INC |
12,424,944 |
-2,975,190 |
$2,472,564 | | SNOW | 12,424,944 | -2,975,190 | $2,472,564 | | META PLATFORMS INC |
2,404,781 |
UNCH |
$851,196 | | META | 2,404,781 | UNCH | $851,196 | | UBER TECHNOLOGIES INC |
13,336,600 |
UNCH |
$821,134 | | UBER | 13,336,600 | UNCH | $821,134 | | MICROSOFT CORP |
1,652,960 |
UNCH |
$621,579 | | MSFT | 1,652,960 | UNCH | $621,579 | | NVIDIA CORPORATION |
799,660 |
+27,450 |
$396,008 | | NVDA | 799,660 | +27,450 | $396,008 | | CONFLUENT INC |
14,729,458 |
-1,882,485 |
$344,669 | | CFLT | 14,729,458 | -1,882,485 | $344,669 | | PDD HOLDINGS INC |
1,882,770 |
+1,236,490 |
$275,468 | | PDD | 1,882,770 | +1,236,490 | $275,468 | | AMAZON COM INC |
1,254,720 |
UNCH |
$190,642 | | AMZN | 1,254,720 | UNCH | $190,642 | | TESLA INC |
156,670 |
+156,670 |
$38,929 | | TSLA | 156,670 | +156,670 | $38,929 | | MERCADOLIBRE INC |
6,245 |
+3,265 |
$9,814 | | MELI | 6,245 | +3,265 | $9,814 |  GRAB HOLDINGS LIMITED |
3,502,000 |
+3,502,000 |
$788 | | W EXP 12 1 202 | 3,502,000 | +3,502,000 | $788 | | GRAB HOLDINGS LIMITED |
|
|
$0 (exited) | | W EXP 12 1 202 | 0 | -3,502,000 | $0 | | CONTROLADORA VUELA COMP DE A |
0 |
-379,270 |
$0 (exited) | | VLRS | 0 | -379,270 | $0 |
See Summary: Altimeter Capital Management LP Top Holdings
See Details: Top 10 Stocks Held By Altimeter Capital Management LP
|
|
