Quarter snapshot

Altimeter Capital Management

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
NVDA history	NEW	22.68%	8,099,773	$1,510,607,666
META history	NEW	18.28%	1,845,368	$1,218,108,963
MSFT history	NEW	9.27%	1,277,352	$617,752,974
AMZN history	NEW	7.68%	2,215,660	$511,418,641
UBER history	NEW	6.85%	5,588,792	$456,660,194
SNOW history	NEW	6.68%	2,027,604	$444,775,213
TSM history	NEW	5.56%	1,219,227	$370,510,893
CPNG history	NEW	5.55%	15,676,794	$369,815,571
CRWV history	NEW	3.45%	3,213,230	$230,099,400
CFLT history	NEW	3.15%	6,933,250	$209,661,480
GOOG history	NEW	2.44%	519,290	$162,537,770
Z history	NEW	2.24%	2,187,421	$149,225,860
HOOD history	NEW	2.2%	1,293,292	$146,271,326
MELI history	NEW	2.07%	68,480	$137,936,524
SHOP history	NEW	1.38%	570,210	$91,786,704
BE history	NEW	0.34%	260,730	$22,654,831
AVGO history	NEW	0.17%	32,129	$11,119,847
G0370L116 history	NEW	0.02%	3,502,000	$1,029,588