StockDriftsStockDriftsTop 17 Altimeter Capital Management, Lp Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 22.68% | 8.10M | $1.51B | +5.95% (+454.88K) | $43.71 | 2025-12-31 |
| META | META PLATFORMS INC | 18.28% | 1.85M | $1.22B | -1.10% (-20.57K) | $202.64 | 2025-12-31 |
| MSFT | MICROSOFT CORP | 9.27% | 1.28M | $617.75M | +9.92% (+115.26K) | $266.37 | 2025-12-31 |
| AMZN | AMAZON COM INC | 7.68% | 2.22M | $511.42M | +2.22% (+48.19K) | $181.36 | 2025-12-31 |
| UBER | UBER TECHNOLOGIES INC | 6.85% | 5.59M | $456.66M | +0.00% (+0) | $35.55 | 2025-12-31 |
| SNOW | SNOWFLAKE INC | 6.68% | 2.03M | $444.78M | -16.50% (-400.78K) | $254.96 | 2025-12-31 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.56% | 1.22M | $370.51M | +14.09% (+150.55K) | $207.96 | 2025-12-31 |
| CPNG | COUPANG INC | 5.55% | 15.68M | $369.82M | +56.38% (+5.65M) | $23.91 | 2025-12-31 |
| CRWV | COREWEAVE INC | 3.45% | 3.21M | $230.10M | new | $90.66 | 2025-12-31 |
| CFLT | CONFLUENT INC | 3.15% | 6.93M | $209.66M | -38.54% (-4.35M) | $31.32 | 2025-12-31 |
| GOOGL | ALPHABET INC | 2.44% | 519.29K | $162.54M | +65.84% (+206.16K) | $205.36 | 2025-12-31 |
| Z | ZILLOW GROUP INC | 2.24% | 2.19M | $149.23M | +0.00% (+0) | $64.22 | 2025-12-31 |
| HOOD | ROBINHOOD MKTS INC | 2.2% | 1.29M | $146.27M | -50.20% (-1.30M) | $42.58 | 2025-12-31 |
| MELI | MERCADOLIBRE INC | 2.07% | 68.48K | $137.94M | +80.97% (+30.64K) | $2232.54 | 2025-12-31 |
| SHOP | SHOPIFY INC | 1.38% | 570.21K | $91.79M | new | $154.79 | 2025-12-31 |
| BE | BLOOM ENERGY CORP | 0.34% | 260.73K | $22.65M | new | $85.73 | 2025-12-31 |
| AVGO | BROADCOM INC | 0.17% | 32.13K | $11.12M | -95.69% (-712.65K) | $206.53 | 2025-12-31 |
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