ALTIMETER CAPITAL'S Q4:
Bought new positions in:
- $CRWV 3,213,230 shares
- $SHOP 570,210 share...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
Altimeter Capital initiated new positions in CRWV, SHOP, and BE in Q4, while completely selling out of ARM, BABA, CART, and SNPS. The fund also significantly increased holdings in tech giants like NVDA, MSFT, AMZN, TSM, and GOOGL, alongside MELI.
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