Altimeter Capital Management, LP Portfolio Holdings

Altimeter Capital Management, LP

  • $7.25 Billion
  • Q3 2025

Altimeter Capital Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.25 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.43B, Meta Platforms, Inc. with a value of $1.37B, Microsoft Corp with a value of $602M, Uber Technologies, Inc with a value of $548M, and Snowflake Inc. with a value of $548M.

Examining the 13F form we can see an increase of $765M in the current position value, from $6.48B to 7.25B.

Altimeter Capital Management, LP is based out at Boston, MA

Below you can find more details about Altimeter Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $7.25 Billion
Technology: $4.39 Billion
Communication Services: $1.61 Billion
Consumer Cyclical: $1.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$1.43 Billion 19.68% of portfolio
7,644,898
Q3 2025 Reduced 7.36%
$1.37T
$1.37 Billion 18.91% of portfolio
1,865,938
Q3 2025 Reduced 0.61%
$3.78T
$602 Million 8.31% of portfolio
1,162,092
Q3 2025 Added 9.83%
$181B
$548 Million 7.56% of portfolio
5,588,792
Q3 2025 Reduced 6.12%
$82.2B
$548 Million 7.56% of portfolio
2,428,384
Q3 2025 Reduced 14.06%
$2.39T
$476 Million 6.57% of portfolio
2,167,474
Q3 2025 Added 47.96%
$102B
$372 Million 5.13% of portfolio
2,596,875
Q3 2025 Reduced 19.98%
$44.9B
$323 Million 4.45% of portfolio
10,024,584
Q3 2025 Reduced 12.32%
$1.46T
$298 Million 4.12% of portfolio
1,068,677
Q3 2025 Added 23.23%
$139B
$246 Million 3.39% of portfolio
744,776
Q3 2025 New
$3.29B
$223 Million 3.08% of portfolio
11,281,793
Q3 2025 Reduced 27.46%
$163B
$181 Million 2.5% of portfolio
1,371,680
Q3 2025 New
$418B
$173 Million 2.39% of portfolio
969,100
Q3 2025 New
$12.1B
$169 Million 2.33% of portfolio
2,187,421
Q3 2025 Reduced 8.39%
$59.7B
$127 Million 1.76% of portfolio
258,280
Q3 2025 New
$103B
$88.4 Million 1.22% of portfolio
37,841
Q3 2025 Reduced 18.69%
Pattern Group Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Grab Holdings Limited
-
$0 0.0% of portfolio
-
Q4 2021 New
Netskope Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Maplebear Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 21.15%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 17.67%
Gemini Space Sta Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $7.25 Billion
  • Prior Value $6.48 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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