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Altimeter Capital Management, LP

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13F filer, CIK 1541617, MENLO PARK, CA

Altimeter Capital Management, LP reported $7,581,939,536 across 23 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 81.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001541617-25-000013

Period
2025-09-30
Reported value
$7.58B
Holdings
23
Top 10 weight
81.89%
New
8
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOnew+744,776$246M
PDDnew+1,371,680$181M
BABAnew+969,100$173M
AMZNadded+702,611$154M
SNPSnew+258,280$127M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IOTexited-2,990,578-$119M
DDOGexited-881,730-$118M
NVDAreduced-607,262-$113M
CRWVexited-649,536-$106M
HOODreduced-648,582-$92.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001541617-25-000013, largest first. % of portfolio is the value over $7,581,939,536, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,796,589 shares; 2024Q4: 7,845,769 shares; 2025Q1: 7,150,477 shares; 2025Q2: 8,252,160 shares; 2025Q3: 7,644,898 shares 7,644,898$1.43B18.81%-607,262Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264,001 shares; 2024Q4: 1,842,186 shares; 2025Q1: 1,835,636 shares; 2025Q2: 1,877,301 shares; 2025Q3: 1,865,938 shares 1,865,938$1.37B18.07%-11,363Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,900 shares; 2024Q4: 993,480 shares; 2025Q1: 975,080 shares; 2025Q2: 1,058,121 shares; 2025Q3: 1,162,092 shares 1,162,092$602M7.94%+103,971Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,647,959 shares; 2024Q4: 4,978,310 shares; 2025Q1: 2,947,384 shares; 2025Q2: 2,825,630 shares; 2025Q3: 2,428,384 shares 2,428,384$548M7.22%-397,246Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,336,600 shares; 2024Q4: 5,588,792 shares; 2025Q1: 5,666,302 shares; 2025Q2: 5,953,104 shares; 2025Q3: 5,588,792 shares 5,588,792$548M7.22%-364,312Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,290 shares; 2024Q4: 871,225 shares; 2025Q1: 1,045,155 shares; 2025Q2: 1,464,863 shares; 2025Q3: 2,167,474 shares 2,167,474$476M6.28%+702,611Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,885,714 shares; 2025Q2: 3,245,457 shares; 2025Q3: 2,596,875 shares 2,596,875$372M4.9%-648,582Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,559,675 shares; 2024Q4: 5,985,890 shares; 2025Q1: 7,441,445 shares; 2025Q2: 11,432,698 shares; 2025Q3: 10,024,584 shares 10,024,584$323M4.26%-1,408,114Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,290 shares; 2024Q4: 504,380 shares; 2025Q1: not reported; 2025Q2: 867,209 shares; 2025Q3: 1,068,677 shares 1,068,677$298M3.94%+201,468Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744,776 shares 744,776$246M3.24%newTimeline
CFLTCONFLUENT INC-CLASS AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,626,464 shares; 2024Q4: 11,746,370 shares; 2025Q1: 13,042,080 shares; 2025Q2: 15,552,976 shares; 2025Q3: 11,281,793 shares 11,281,793$223M2.95%-4,271,183Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371,680 shares 1,371,680$181M2.39%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 540,370 shares; 2025Q2: not reported; 2025Q3: 969,100 shares 969,100$173M2.28%newTimeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855,580 shares; 2024Q4: 1,300,738 shares; 2025Q1: 1,323,554 shares; 2025Q2: 2,387,772 shares; 2025Q3: 2,187,421 shares 2,187,421$169M2.22%-200,351Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,600 shares; 2025Q2: 933,208 shares; 2025Q3: 1,098,139 shares 1,098,139$155M2.05%+164,931Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,280 shares 258,280$127M1.68%newTimeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,537,618 shares; 2025Q1: 3,348,128 shares; 2025Q2: 4,216,768 shares; 2025Q3: 3,324,951 shares 3,324,951$122M1.61%-891,817Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,460 shares; 2024Q4: 36,255 shares; 2025Q1: 3,300 shares; 2025Q2: 46,539 shares; 2025Q3: 37,841 shares 37,841$88.4M1.17%-8,698Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,645 shares; 2024Q4: 867,305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313,132 shares 313,132$76.1M1%newTimeline
GEMIGEMINI SPACE STA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600,000 shares 1,600,000$38.3M0.51%newTimeline
PTRNPATTERN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721,430 shares 721,430$9.88M0.13%newTimeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325,000 shares 325,000$7.39M0.1%newTimeline
GRAB HOLDINGS LIMITEDGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502,000 shares; 2024Q4: 3,502,000 shares; 2025Q1: 3,502,000 shares; 2025Q2: 3,502,000 shares; 2025Q3: 3,502,000 shares 3,502,000$1.76M0.02%0

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IOTSAMSARA INC2,990,578$119Mshares
DDOGDATADOG INC881,730$118Mshares
CRWVCOREWEAVE INC649,536$106Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001541617-25-000013 base2025-11-14acceptance time not in the bulk data set