Filing analysis
Altimeter Capital
13F-HR · period Q3 2025 · filed Nov 14, 2025
$7.58BReported 13F value
23Positions
+8New
4Increased
10Reduced
−3Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| AVGO Broadcom Inc. | $245.71M | 3.2% |
| PDD PDD Holdings Inc. | $181.29M | 2.4% |
| BABA Alibaba Group Holding Limited | $173.21M | 2.3% |
| SNPS Synopsys, Inc. | $127.43M | 1.7% |
| GOOGL Alphabet Inc. | $76.12M | 1.0% |
| GEMI | $38.34M | 0.5% |
| PTRN Pattern Group Inc. Series A… | $9.88M | 0.1% |
| NTSK Netskope, Inc. Class A Common… | $7.39M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| CFLT Confluent, Inc. | ▼ Trim | -27.5% | $223.38M |
| AMZN Amazon.com, Inc. | ▲ Add | +48.0% | $475.91M |
| NVDA NVIDIA Corporation | ▼ Trim | -7.4% | $1.43B |
| TSM Taiwan Semiconductor… | ▲ Add | +23.2% | $298.47M |
| SNOW Snowflake Inc. | ▼ Trim | -14.1% | $547.72M |
| MSFT Microsoft Corporation | ▲ Add | +9.8% | $601.91M |
| CART Maplebear Inc. | ▼ Trim | -21.1% | $122.23M |
| HOOD Robinhood Markets, Inc. | ▼ Trim | -20.0% | $371.82M |
| MELI MercadoLibre, Inc. | ▼ Trim | -18.7% | $88.43M |
| CPNG Coupang, Inc. | ▼ Trim | -12.3% | $322.79M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.