Altimeter Capital Management, LP

报告期 2026-03-31 · CIK 0001541617

持仓数

前50大市值合计

$5.70B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

24Q3 调仓2024-06-30 → 2024-09-30 · 共 26 项建仓 8增持 7减持 6清仓 5

方向

标的

Δ市值

现股数(环比)

减持

SNOW SNOWFLAKE INC

-$296.9M

8,647,959 -9%

清仓

PDD PDD HOLDINGS INC

-$227.9M

0 -100%

建仓

KWEB KRANESHARES TRUST

+$192.9M

5,671,010

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

META META PLATFORMS INC

+$140.0M

2,264,001 -1%

清仓

APH AMPHENOL CORP NEW

-$136.4M

0 -100%

减持

AMZN AMAZON COM INC

-$109.1M

902,290 -37%

增持

— CONFLUENT INC

-$102.9M

13,626,464 +6%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$90.2M

519,290

建仓

AVGO BROADCOM INC

+$68.5M

396,895

清仓

DELL DELL TECHNOLOGIES INC

-$68.1M

0 -100%

清仓

AAPL APPLE INC

-$57.2M

0 -100%

建仓

FUTU FUTU HLDGS LTD

+$55.1M

575,750

建仓

Z ZILLOW GROUP INC

+$54.6M

855,580

建仓

DUOL DUOLINGO INC

+$54.0M

191,625

增持

CPNG COUPANG INC

+$50.1M

6,559,675 +24%

增持

RBRK RUBRIK INC.

+$47.6M

1,648,598 +842%

减持

MSFT MICROSOFT CORP

-$44.2M

1,585,900 -2%

增持

IOT SAMSARA INC

+$42.4M

1,452,933 +78%

增持

MELI MERCADOLIBRE INC

+$41.0M

61,460 +19%

增持

CRM SALESFORCE INC

+$31.8M

457,735 +26%

建仓

LINE LINEAGE CELL THERAPUTICS IN

+$31.4M

400,000

减持

UBER UBER TECHNOLOGIES INC

+$20.1M

13,336,600 -1%

减持

GOOGL ALPHABET INC

-$13.1M

661,645 -2%

增持

NVDA NVIDIA CORPORATION

-$9.5M

7,796,589 +1%

清仓

WBTN WEBTOON ENTMT INC

-$2.7M

0 -100%