Quarter snapshot

Altimeter Capital Management

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	NVDA	+1%	19.16%	9,413,589	$1,883,565,023
≡	CBRS	Newly reported	16.24%	7,225,037	$1,596,733,177
≡	META	−31%	7.76%	1,354,990	$763,252,318
≡	TSM	+5%	6.94%	1,429,355	$682,617,068
≡	CRWV	+35%	6.15%	6,073,695	$604,575,601
≡	ARM	−4%	5.92%	1,641,972	$582,194,012
≡	AMZN	+16%	5.88%	2,425,351	$578,058,158
≡	UBER	−8%	5.41%	7,372,440	$531,995,271
≡	SNOW		4.99%	1,926,250	$490,230,625
≡	MSFT	+7%	4.81%	1,268,082	$473,019,948
≡	QCOM	Newly reported	3.54%	1,882,490	$347,865,327
≡	SPCX	Newly reported	3.09%	1,776,485	$303,530,227
≡	MU	Newly reported	2.46%	209,520	$241,846,841
≡	AMAT	Newly reported	1.93%	261,950	$189,389,850
≡	KLAC	Newly reported	1.77%	578,230	$174,457,773
≡	LRCX	Newly reported	1.74%	394,080	$170,766,686
≡	HOOD		0.92%	899,691	$90,221,013
≡	GOOG	Newly reported	0.64%	175,180	$62,604,076
≡	SNPS	Newly reported	0.64%	140,343	$62,602,803
≡	GRABW	Newly reported	0.0%	3,502,000	$150,586
≡	AXON	SOLD	—	—	—
≡	AVGO	SOLD	—	—	—
≡	Unmapped CUSIP	SOLD	—	—	—

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