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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 27 项建仓 5增持 5减持 13清仓 4

方向

标的

Δ市值

现股数(环比)

减持

UBER UBER TECHNOLOGIES INC

-$665.3M

5,588,792 -58%

减持

MSFT MICROSOFT CORP

-$263.7M

993,480 -37%

减持

SNOW SNOWFLAKE INC

-$224.6M

4,978,310 -42%

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

-$217.4M

1,842,186 -19%

清仓

KWEB KRANESHARES TRUST

-$192.9M

0 -100%

增持

NVDA NVIDIA CORPORATION

+$106.8M

7,845,769 +1%

建仓

CART MAPLEBEAR INC

+$105.1M

2,537,618

建仓

— FLUTTER ENTMT PLC

+$98.3M

380,315

清仓

AVGO BROADCOM INC

-$68.5M

0 -100%

减持

MELI MERCADOLIBRE INC

-$64.5M

36,255 -41%

建仓

TWLO TWILIO INC

+$63.0M

582,915

增持

ALAB ASTERA LABS INC

+$56.5M

584,430 +46%

清仓

FUTU FUTU HLDGS LTD

-$55.1M

0 -100%

增持

GOOGL ALPHABET INC

+$54.4M

867,305 +31%

减持

RBRK RUBRIK INC.

+$54.3M

1,642,098 -0%

建仓

MU MICRON TECHNOLOGY INC

+$51.7M

614,595

减持

— CONFLUENT INC

+$50.7M

11,746,370 -14%

减持

DUOL DUOLINGO INC

-$44.2M

30,375 -84%

增持

Z ZILLOW GROUP INC

+$41.7M

1,300,738 +52%

减持

CRM SALESFORCE INC

-$34.4M

271,725 -41%

清仓

LINE LINEAGE CELL THERAPUTICS IN

-$31.4M

0 -100%

减持

TSLA TESLA INC

-$29.9M

355,130 -46%

减持

CPNG COUPANG INC

-$29.5M

5,985,890 -9%

减持

AMZN AMAZON COM INC

+$23.0M

871,225 -3%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$9.4M

504,380 -3%

增持

IOT SAMSARA INC

-$6.2M

1,458,148 +0%

建仓

TTAN SERVICETITAN INC

+$4.1M

40,000