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Gurus
Growth
ALTIMETER CAPITAL MANAGEMENT, LP (Data extracted from 13F, 13D, 13G and Form 4)

ALTIMETER CAPITAL MANAGEMENT, LP

AUM: $10.71 B

13-F Portfolio Value: $6.93 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 85.9%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2.83%	867,209	$196,414,167	867,209	New	$226.49	13F
IOT	SAMSARA INC	1.72%	2,990,578	$118,965,194	2,990,578	New	$39.78	13F
DDOG	DATADOG INC	1.71%	881,730	$118,442,790	881,730	New	$134.33	13F