{"data":{"profile":{"id":"3d91d773-77da-4bbb-8353-12f5b3416589","slug":"altimeter-capital","displayName":"Altimeter Capital","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A technology-focused investment firm with concentrated exposure to cloud, software, and AI companies.","featuredRank":2,"strategyTags":["Cloud","Software","AI"],"schemaVersion":1,"principalNames":["Brad Gerstner"],"associatedPeople":[{"name":"Brad Gerstner","role":"Founder and CEO","description":"Brad Gerstner founded and leads Altimeter Capital, a technology-focused investment firm active across public and private markets."}]},"createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-10-19T23:30:07.794Z"},"managers":[{"id":"ab79a985-aac6-4d83-b907-fb79b53c830a","investorProfileId":"3d91d773-77da-4bbb-8353-12f5b3416589","cik":"0001541617","legalName":"Altimeter Capital Management, LP","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001541617.json","schemaVersion":1},"firstTrackedAt":"2026-07-18T23:28:04.697Z","lastDiscoveryAt":"2026-10-19T23:30:00.704Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-10-19T23:30:07.794Z"}],"snapshot":{"id":"c7f31049-3a28-4755-afac-4c17c5ea1e7d","managerId":"ab79a985-aac6-4d83-b907-fb79b53c830a","reportPeriod":"2024-09-30","throughFilingId":"e9d3aa69-6b1c-4e42-aae5-552c686dcb94","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"82fd5d4078f50666eec60af87a15da8bd1920529e11ecbac16fbb960a69b32a8","summary":{"counts":{"long":23,"puts":0,"calls":0,"mapped":9,"rawLines":23,"unmapped":14,"aiCovered":9,"positions":23,"otherSecurities":2},"values":{"disclosedLongUsd":"6559843792","putUnderlyingUsd":"0","callUnderlyingUsd":"0","informationTableUsd":"6753620788"},"coverage":{"aiPositionRatio":0.391304347826087,"aiLongValueRatio":0.690313,"mappingPositionRatio":0.391304347826087,"mappingLongValueRatio":0.690313},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.501793,"top5":0.750157,"top10":0.888314},"schemaVersion":1},"createdAt":"2026-07-19T00:00:43.882Z"},"filing":{"id":"e9d3aa69-6b1c-4e42-aae5-552c686dcb94","managerId":"ab79a985-aac6-4d83-b907-fb79b53c830a","ingestionRunId":"0aa4a628-148e-442e-bc28-fd6e884c7206","accessionNumber":"0001541617-24-000009","formType":"13F-HR","reportPeriod":"2024-09-30","filedAt":"2024-11-14","acceptedAt":"2024-11-14T21:06:31.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"8d2fb4416ea4f92b2b6a20153b596e65c1ad2b4161801d8b15e4286a801229e7","canonical":"9093dac1799bce1c969a2c31fac56ffb8e7cf252282784dbd83bd9d1b23b1af0"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009/0001541617-24-000009-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009/13F3q24.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009/0001541617-24-000009.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD","entryCount":23,"reportedValue":"6753620788","normalizedValueUsd":"6753620788"},"artifacts":[{"kind":"COVER_XML","byteSize":1957,"fetchedAt":"2026-07-19T00:00:43.617Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009/primary_doc.xml","contentHash":"17537b3188aa5c3f044f4c87542acb7e07e9c042317c6dd71f5eeb7e662bf0e5","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":12484,"fetchedAt":"2026-07-19T00:00:43.666Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009/13F3q24.xml","contentHash":"ce4f2f10e76a96c5edfb4bc8390283a5969c01f0d44552f85a381ef693dbca20","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":15818,"fetchedAt":"2026-07-19T00:00:43.805Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161724000009/0001541617-24-000009.txt","contentHash":"df3964558777fe0d56879a29848dc32cab93d35f4b0e451b08be4d338890db19","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:00:43.390Z","lastSeenAt":"2026-10-19T23:30:00.647Z","createdAt":"2026-07-19T00:00:43.390Z","updatedAt":"2026-10-19T23:30:00.647Z"},"positions":[{"id":"a1f868b7-0f51-484f-9a49-817cffe928fd","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"1296004732","longBookWeight":"0.19756640","sharesPrincipal":{"type":"SH","amount":"2264001"},"comparison":{"status":"REDUCED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"-1.25","valueChangePercent":"12.1105","shareChangeAbsolute":"-28660","valueChangeAbsolute":"139999202"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"47396bbf-f982-49a1-bc42-bdad5e10d209","ticker":"META","name":"Meta Platforms Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1712,1713,5773,5774,5775,9673,10350,10444,12614,12774,14839,14908,19330,19381,20258,22200,24937,25010,25012,26512,27289,27783,27932,30615,30616,31033,31162,31164,32033,32474,33304,33305,33875],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.6515","median":"5.0000","minimum":"3.0000","maximum":"12.0000","standardDeviation":"2.0578"},"1_YEAR":{"average":"20.8939","median":"20.0000","minimum":"12.0000","maximum":"45.0000","standardDeviation":"6.2738"},"5_YEAR":{"average":"123.2424","median":"120.0000","minimum":"75.0000","maximum":"250.0000","standardDeviation":"39.7576"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:41.731Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"709.325","marketCap":"1807009.7166182154","updatedAt":"2026-10-19T11:00:09.368Z"}},{"id":"2426d3c8-f045-4bfa-808e-849306d946f4","positionKey":"325ebbce-ba42-473f-bf96-e659877543f3:LONG","positionKind":"LONG","marketValueUsd":"1002378856","longBookWeight":"0.15280529","sharesPrincipal":{"type":"SH","amount":"13336600"},"comparison":{"status":"REDUCED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"-1.3204","valueChangePercent":"2.0467","shareChangeAbsolute":"-178460","valueChangeAbsolute":"20104295"},"security":{"id":"325ebbce-ba42-473f-bf96-e659877543f3","cusip":"90353T100","issuerName":"UBER TECHNOLOGIES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2fa3dcce-bb7b-4237-b1c6-bc0c7e7d4c64","positionKey":"c9726763-f68f-4914-9e36-d39e7e35233c:LONG","positionKind":"LONG","marketValueUsd":"993304571","longBookWeight":"0.15142198","sharesPrincipal":{"type":"SH","amount":"8647959"},"comparison":{"status":"REDUCED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"-9.4525","valueChangePercent":"-23.0121","shareChangeAbsolute":"-902787","valueChangeAbsolute":"-296905706"},"security":{"id":"c9726763-f68f-4914-9e36-d39e7e35233c","cusip":"833445109","issuerName":"SNOWFLAKE INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"e179311b-adc9-4232-9bad-0ff3b7b54b16","ticker":"SNOW","name":"Snowflake Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[528,3003,4492,4493,4494,8407,8410,10764,12228,15372,15373,18193,19592,20600,20601,22739,23603,23605,23606,25366,27432,28301,28302,28304,28305,31319,31320,32114,32553,32956,33536,33942],"modelCount":32,"horizons":{"3_MONTH":{"average":"3.1094","median":"5.0000","minimum":"-8.0000","maximum":"10.0000","standardDeviation":"5.0369"},"1_YEAR":{"average":"19.0938","median":"19.0000","minimum":"6.0000","maximum":"30.0000","standardDeviation":"5.9391"},"5_YEAR":{"average":"112.0938","median":"120.0000","minimum":"45.0000","maximum":"220.0000","standardDeviation":"38.6324"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:07:19.166Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"306.84","marketCap":"108253.15062088206","updatedAt":"2026-10-19T11:01:03.002Z"}},{"id":"b25678ba-7bde-42bd-a03d-12873bb4c230","positionKey":"0dcce4e8-66e1-4509-b6c1-f7793db4da21:LONG","positionKind":"LONG","marketValueUsd":"946817768","longBookWeight":"0.14433541","sharesPrincipal":{"type":"SH","amount":"7796589"},"comparison":{"status":"INCREASED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"0.7205","valueChangePercent":"-0.9915","shareChangeAbsolute":"55779","valueChangeAbsolute":"-9481899"},"security":{"id":"0dcce4e8-66e1-4509-b6c1-f7793db4da21","cusip":"67066G104","issuerName":"NVIDIA CORPORATION","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad2591d2-cac1-4a70-84c2-a2e8bf2efc73","ticker":"NVDA","name":"NVIDIA Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1653,1654,5730,5731,5757,9667,10332,10432,12602,12768,14831,14896,19321,19369,20246,22194,24931,24992,24994,26489,27283,27765,27930,30603,30604,31027,31122,31125,32015,32455,33296,33297,33869],"modelCount":33,"horizons":{"3_MONTH":{"average":"7.3788","median":"8.0000","minimum":"-8.0000","maximum":"20.0000","standardDeviation":"6.4515"},"1_YEAR":{"average":"31.7576","median":"25.0000","minimum":"10.0000","maximum":"80.0000","standardDeviation":"17.4652"},"5_YEAR":{"average":"181.3636","median":"180.0000","minimum":"85.0000","maximum":"350.0000","standardDeviation":"80.2673"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:24.865Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"214.13","marketCap":"5160532.8985033855","updatedAt":"2026-10-19T11:00:07.248Z"}},{"id":"02be9051-1121-468b-8d6a-ef962598cd3c","positionKey":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e:LONG","positionKind":"LONG","marketValueUsd":"682412771","longBookWeight":"0.10402881","sharesPrincipal":{"type":"SH","amount":"1585900"},"comparison":{"status":"REDUCED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"-2.4445","valueChangePercent":"-6.0787","shareChangeAbsolute":"-39740","valueChangeAbsolute":"-44167027"},"security":{"id":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e","cusip":"594918104","issuerName":"MICROSOFT CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad685985-4691-42af-b331-5edb333335ae","ticker":"MSFT","name":"Microsoft Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1511,3631,5654,5655,5656,9678,10365,10451,12624,12779,14844,14918,19335,19391,20268,22205,24942,25025,25027,26497,27293,27799,27931,30626,30627,31038,31171,31172,32039,32479,33443,33444,33879],"modelCount":33,"horizons":{"3_MONTH":{"average":"4.6576","median":"4.0000","minimum":"3.0000","maximum":"8.0000","standardDeviation":"1.6378"},"1_YEAR":{"average":"16.4091","median":"15.0000","minimum":"8.0000","maximum":"28.0000","standardDeviation":"4.8170"},"5_YEAR":{"average":"97.6970","median":"85.0000","minimum":"65.0000","maximum":"185.0000","standardDeviation":"28.8323"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:52.803Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"529.05","marketCap":"3928484.8170223115","updatedAt":"2026-10-19T11:07:15.509Z"}},{"id":"b03fb1ec-ab32-422c-9e80-97bd025f926c","positionKey":"94bb1633-60b5-46f9-bd85-94bd598f8311:LONG","positionKind":"LONG","marketValueUsd":"277707336","longBookWeight":"0.04233444","sharesPrincipal":{"type":"SH","amount":"13626464"},"comparison":{"status":"INCREASED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"5.7211","valueChangePercent":"-27.0369","shareChangeAbsolute":"737406","valueChangeAbsolute":"-102906547"},"security":{"id":"94bb1633-60b5-46f9-bd85-94bd598f8311","cusip":"20717M103","issuerName":"CONFLUENT INC","classTitle":"CLASS A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"3fc671a7-a66e-4c6e-9245-0dcd9f172aaf","positionKey":"b7ff5a6f-2369-48d7-af0a-7604c63f2790:LONG","positionKind":"LONG","marketValueUsd":"192927761","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"5671010"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"b7ff5a6f-2369-48d7-af0a-7604c63f2790","cusip":"500767306","issuerName":"KRANESHARES TRUST","classTitle":"CSI CHI INTERNET","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"73762512-ee66-40ac-8f2a-70e2303eafbc","positionKey":"daa8d7bf-e08f-49ef-b5ad-a9055ac9d9a5:LONG","positionKind":"LONG","marketValueUsd":"173303712","longBookWeight":"0.02641887","sharesPrincipal":{"type":"SH","amount":"662400"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"daa8d7bf-e08f-49ef-b5ad-a9055ac9d9a5","cusip":"88160R101","issuerName":"TESLA INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"e38f88d4-272a-41c2-b7fb-05ab8fb385d5","ticker":"TSLA","name":"Tesla Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1657,1658,5732,5733,5759,9668,10335,10434,12604,12769,14832,14898,19324,19371,20248,22195,24932,24995,24997,26490,27284,27768,27928,30605,30606,31028,31123,31126,32016,32456,33298,33299,33870],"modelCount":33,"horizons":{"3_MONTH":{"average":"0.7576","median":"-2.0000","minimum":"-12.0000","maximum":"20.0000","standardDeviation":"8.3631"},"1_YEAR":{"average":"18.9091","median":"15.0000","minimum":"-8.0000","maximum":"75.0000","standardDeviation":"19.6767"},"5_YEAR":{"average":"117.4242","median":"85.0000","minimum":"25.0000","maximum":"300.0000","standardDeviation":"72.0703"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:27.390Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"354.72","marketCap":"1400983.5367413275","updatedAt":"2026-10-19T11:08:00.484Z"}},{"id":"fd5aea80-2f33-4fb1-843d-11facea32a64","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"168123696","longBookWeight":"0.02562922","sharesPrincipal":{"type":"SH","amount":"902290"},"comparison":{"status":"REDUCED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"-37.0932","valueChangePercent":"-39.3458","shareChangeAbsolute":"-532040","valueChangeAbsolute":"-109060577"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"b6b394ea-90ec-4c73-a42c-ff039b9e0e45","ticker":"AMZN","name":"Amazon.com Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1698,1699,5765,5766,5767,9671,10344,10440,12610,12772,14837,14904,19328,19377,20254,22198,24935,25004,25006,26493,27287,27777,27933,30611,30612,31031,31157,31159,32031,32471,33302,33303,33873],"modelCount":33,"horizons":{"3_MONTH":{"average":"6.1515","median":"5.5000","minimum":"3.0000","maximum":"15.0000","standardDeviation":"2.7122"},"1_YEAR":{"average":"21.0000","median":"18.0000","minimum":"12.0000","maximum":"40.0000","standardDeviation":"6.6742"},"5_YEAR":{"average":"125.0000","median":"115.0000","minimum":"80.0000","maximum":"250.0000","standardDeviation":"48.2575"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:36.559Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"250","marketCap":"2696578.5551371886","updatedAt":"2026-10-19T11:00:05.126Z"}},{"id":"9c1fe061-a157-4065-b42d-260adfd6acda","positionKey":"485f4bc7-4a2c-4f46-af28-20e9e15f72a3:LONG","positionKind":"LONG","marketValueUsd":"161040022","longBookWeight":"0.02454936","sharesPrincipal":{"type":"SH","amount":"6559675"},"comparison":{"status":"INCREASED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"23.8668","valueChangePercent":"45.1519","shareChangeAbsolute":"1263930","valueChangeAbsolute":"50094164"},"security":{"id":"485f4bc7-4a2c-4f46-af28-20e9e15f72a3","cusip":"22266T109","issuerName":"COUPANG INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"865d8403-b05b-43b8-8737-04dd1545085f","positionKey":"25a8e362-fc1e-419e-a949-6440ef4a34a5:LONG","positionKind":"LONG","marketValueUsd":"126113462","longBookWeight":"0.01922507","sharesPrincipal":{"type":"SH","amount":"61460"},"comparison":{"status":"INCREASED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"18.6028","valueChangePercent":"48.0883","shareChangeAbsolute":"9640","valueChangeAbsolute":"40952474"},"security":{"id":"25a8e362-fc1e-419e-a949-6440ef4a34a5","cusip":"58733R102","issuerName":"MERCADOLIBRE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"37a2dd1e-ea7e-44aa-8fdf-69cf552640b5","positionKey":"af8c3851-cca6-45cc-aac6-453fe4d09e20:LONG","positionKind":"LONG","marketValueUsd":"125286647","longBookWeight":"0.01909902","sharesPrincipal":{"type":"SH","amount":"457735"},"comparison":{"status":"INCREASED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"25.8931","valueChangePercent":"34.0265","shareChangeAbsolute":"94145","valueChangeAbsolute":"31807658"},"security":{"id":"af8c3851-cca6-45cc-aac6-453fe4d09e20","cusip":"79466L302","issuerName":"SALESFORCE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"0e4cc89e-7ab4-4277-bc17-09dc83e1f4b4","positionKey":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c:LONG","positionKind":"LONG","marketValueUsd":"109733823","longBookWeight":"0.01672811","sharesPrincipal":{"type":"SH","amount":"661645"},"comparison":{"status":"REDUCED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"-1.9102","valueChangePercent":"-10.6879","shareChangeAbsolute":"-12885","valueChangeAbsolute":"-13131817"},"security":{"id":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c","cusip":"02079K305","issuerName":"ALPHABET INC","classTitle":"CAP STK CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"5a28ff35-05c5-4c96-a13e-46308efc971a","ticker":"GOOGL","name":"Alphabet Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1706,1707,5769,5770,5771,9672,10347,10442,12612,12773,14838,14906,19329,19379,20256,22199,24936,25007,25009,26494,27288,27780,27934,30613,30614,31032,31160,31161,32032,32472,33438,33439,33874],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.1485","median":"5.0000","minimum":"3.0000","maximum":"10.0000","standardDeviation":"1.6496"},"1_YEAR":{"average":"18.4242","median":"18.0000","minimum":"12.0000","maximum":"30.0000","standardDeviation":"3.8438"},"5_YEAR":{"average":"101.5758","median":"95.0000","minimum":"65.0000","maximum":"180.0000","standardDeviation":"25.6031"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:39.026Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"340.59","marketCap":"4165415.6999999997","updatedAt":"2026-10-19T11:07:45.569Z"}},{"id":"763e21db-1414-4484-a626-a6a7b29180b4","positionKey":"04a2b6b3-1240-463d-a56a-44e2d7a21281:LONG","positionKind":"LONG","marketValueUsd":"90185094","longBookWeight":"0.01374805","sharesPrincipal":{"type":"SH","amount":"519290"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"04a2b6b3-1240-463d-a56a-44e2d7a21281","cusip":"874039100","issuerName":"TAIWAN SEMICONDUCTOR MANUFAC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"VERIFIED"},"entity":{"id":"def3560b-bcc5-4ffc-b861-1d3d5bd09e90","ticker":"TSM","name":"Taiwan Semiconductor Manufacturing Co."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[418,2916,4532,4533,4534,8447,8450,10804,12238,15422,15423,18223,19612,20640,20641,22749,23643,23645,23646,25396,27645,27941,28351,28352,28354,31339,31340,32124,32563,32966,33334,33335],"modelCount":32,"horizons":{"3_MONTH":{"average":"6.4125","median":"6.5000","minimum":"-8.0000","maximum":"12.0000","standardDeviation":"3.2996"},"1_YEAR":{"average":"23.7969","median":"24.5000","minimum":"13.0000","maximum":"45.0000","standardDeviation":"6.4078"},"5_YEAR":{"average":"137.3438","median":"130.0000","minimum":"85.0000","maximum":"280.0000","standardDeviation":"44.3175"}},"bullishness":"BULLISH","latestRunAt":"2026-10-04T11:03:43.464Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"412.61","marketCap":"63274980.703125","updatedAt":"2026-10-19T11:08:34.775Z"}},{"id":"de7bd25f-b2ad-4a7d-8fba-dd4fb5c1aecb","positionKey":"6d1cfbc9-3f5b-4643-acb5-52f23f0c587f:LONG","positionKind":"LONG","marketValueUsd":"69915136","longBookWeight":"0.01065804","sharesPrincipal":{"type":"SH","amount":"1452933"},"comparison":{"status":"INCREASED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"78.1297","valueChangePercent":"154.3502","shareChangeAbsolute":"637273","valueChangeAbsolute":"42427393"},"security":{"id":"6d1cfbc9-3f5b-4643-acb5-52f23f0c587f","cusip":"79589L106","issuerName":"SAMSARA INC","classTitle":"COM CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"96a00c15-bce4-4aec-b316-41fd5d7d83c8","positionKey":"ee75522e-ce00-4409-9b91-fe170decc0f2:LONG","positionKind":"LONG","marketValueUsd":"68464388","longBookWeight":"0.01043689","sharesPrincipal":{"type":"SH","amount":"396895"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"ee75522e-ce00-4409-9b91-fe170decc0f2","cusip":"11135F101","issuerName":"BROADCOM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"41b144a6-1fa3-40ed-a14e-81f8d452acd7","ticker":"AVGO","name":"Broadcom Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-19T23:40:54.341Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1730,1731,5789,5790,5791,9681,10374,10456,12630,12782,14847,14924,19338,19397,20274,22208,24945,25034,25036,26499,27472,27808,27937,30632,30633,31041,31177,31178,32043,32483,33449,33450,33882],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.9000","median":"6.0000","minimum":"-8.0000","maximum":"12.0000","standardDeviation":"3.5418"},"1_YEAR":{"average":"23.3788","median":"22.0000","minimum":"8.0000","maximum":"45.0000","standardDeviation":"8.1845"},"5_YEAR":{"average":"143.7879","median":"150.0000","minimum":"55.0000","maximum":"250.0000","standardDeviation":"42.7471"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:01:01.694Z","generatedAt":"2026-10-19T23:40:54.472Z"}],"currentMarketData":{"lastPrice":"328.75","marketCap":"1569330.7627760798","updatedAt":"2026-10-19T11:00:11.490Z"}},{"id":"d3790975-9c2a-4cb1-887b-fd83d33e9e18","positionKey":"b1cbbc91-72d6-483e-99ac-11706803f406:LONG","positionKind":"LONG","marketValueUsd":"55070488","longBookWeight":"0.00839509","sharesPrincipal":{"type":"SH","amount":"575750"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"b1cbbc91-72d6-483e-99ac-11706803f406","cusip":"36118L106","issuerName":"FUTU HLDGS LTD","classTitle":"SPON ADS CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"b8d82d9e-97f0-41e0-ba5d-3edada03ee57","positionKey":"514ed06f-24cc-4098-b71a-e15ae7756734:LONG","positionKind":"LONG","marketValueUsd":"54628783","longBookWeight":"0.00832775","sharesPrincipal":{"type":"SH","amount":"855580"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"514ed06f-24cc-4098-b71a-e15ae7756734","cusip":"98954M200","issuerName":"ZILLOW GROUP INC","classTitle":"CL C CAP STK","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2c566f4a-4380-45b3-916d-af04a56dad65","positionKey":"8640a710-9644-4c79-9ee4-9f7c008f6259:LONG","positionKind":"LONG","marketValueUsd":"54042082","longBookWeight":"0.00823831","sharesPrincipal":{"type":"SH","amount":"191625"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"8640a710-9644-4c79-9ee4-9f7c008f6259","cusip":"26603R106","issuerName":"DUOLINGO INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"9485e012-d254-4669-b398-df7d389ce915","positionKey":"567f35ff-0c16-4e7a-8401-ae689ec53957:LONG","positionKind":"LONG","marketValueUsd":"53002425","longBookWeight":"0.00807983","sharesPrincipal":{"type":"SH","amount":"1648598"},"comparison":{"status":"INCREASED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"842.056","valueChangePercent":"887.8375","shareChangeAbsolute":"1473598","valueChangeAbsolute":"47636925"},"security":{"id":"567f35ff-0c16-4e7a-8401-ae689ec53957","cusip":"781154109","issuerName":"RUBRIK INC.","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"12f45b73-ec66-49f6-9633-1eeb5905bf6c","positionKey":"202506fe-4370-4192-8f3a-ede4dce326a4:LONG","positionKind":"LONG","marketValueUsd":"31352000","longBookWeight":"0.00477938","sharesPrincipal":{"type":"SH","amount":"400000"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816"},"security":{"id":"202506fe-4370-4192-8f3a-ede4dce326a4","cusip":"53566V106","issuerName":"LINEAGE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"76b5de99-215f-48a5-b177-67060258be34","positionKey":"8eed307e-5b25-4280-b123-5de6e42249ef:LONG","positionKind":"LONG","marketValueUsd":"20956000","longBookWeight":"0.00319458","sharesPrincipal":{"type":"SH","amount":"400000"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"0.0","valueChangePercent":"-13.4192","shareChangeAbsolute":"0","valueChangeAbsolute":"-3248000"},"security":{"id":"8eed307e-5b25-4280-b123-5de6e42249ef","cusip":"04626A103","issuerName":"ASTERA LABS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"82a4d2b4-cc64-41b5-a389-90986c099fa2","positionKey":"f987d5b6-66c0-40cf-9835-58067ae08c07:LONG","positionKind":"LONG","marketValueUsd":"849235","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"3502000"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"969e7912-23c3-4b9d-9cf8-3974a55b4816","shareChangePercent":"0.0","valueChangePercent":"51.1373","shareChangeAbsolute":"0","valueChangeAbsolute":"287339"},"security":{"id":"f987d5b6-66c0-40cf-9835-58067ae08c07","cusip":"G0370L116","issuerName":"GRAB HOLDINGS LIMITED","classTitle":"W EXP 12/1/202","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}