Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| UBERUber Technologies, Inc. | 19.01% | 28,911,000 | $899M | trimmed−7% | −7.09 pp | 5 q |
| METAMeta Platforms, Inc. Class A | 18.03% | 3,753,400 | $852M | held | — | 10 q |
| PDDPDD Holdings Inc. | 15.78% | 8,690,000 | $746M | held | — | 8 q |
| CRMSalesforce, Inc. | 12.50% | 3,153,823 | $591M | held | — | 15 q |
| EXPEExpedia Group, Inc. | 9.25% | 5,319,216 | $437M | added+36% | +2.64 pp | 27 q |
| MSFTMicrosoft Corp | 4.72% | 1,097,135 | $223M | added×2.1 | +2.24 pp | 10 q |
| BKNGBooking Holdings Inc. | 4.59% | 136,402 | $217M | held | — | 10 q |
| UALUnited Airlines Holdings, Inc. | 3.52% | 4,803,279 | $166M | trimmed−55% | −6.70 pp | 29 q |
| MDBMongoDB, Inc. Class A | 2.16% | 452,000 | $102M | added+51% | +0.93 pp | 11 q |
| CRWDCrowdStrike Holdings, Inc. Class A | 1.85% | 870,000 | $87M | added×5.8 | +1.60 pp | 5 q |
| FTCHQFarfetch Limited A | 1.38% | 3,779,409 | $65M | held | — | 4 q |
| BABAAlibaba Group Holding Limited | 1.34% | 294,350 | $63M | held | — | 13 q |
| OKTAOkta, Inc. Class A | 1.06% | 250,000 | $50M | held | — | 13 q |
| DTDynatrace, Inc. | 0.94% | 1,100,000 | $45M | held | — | 4 q |
| VRMVroom, Inc. | 0.88% | 799,281 | $42M | new | +0.88 pp | new |
| AMZNAmazon.Com Inc | 0.75% | 12,845 | $35M | added×51.4 | +0.74 pp | 2 q |
| DDOGDatadog, Inc. Class A | 0.55% | 300,000 | $26M | held | — | 4 q |
| SESea Limited | 0.51% | 223,000 | $24M | new | +0.51 pp | new |
| ZMZoom Communications, Inc. Class A | 0.43% | 80,000 | $20M | new | +0.43 pp | new |
| ANGIAngi Inc. Class A | 0.23% | 890,000 | $11M | held | — | 4 q |
| unresolvedTrivago NV | 0.22% | 5,290,428 | $10M | held | — | 12 q |
| PACKRanpak Holdings Corp. | 0.16% | 1,000,000 | $7M | held | — | 5 q |
| SFIXStitch Fix, Inc. Class A | 0.13% | 250,000 | $6M | new | +0.13 pp | new |
| NOWServicenow, Inc. | — | −28,991 | — | exited | −0.25 pp | — |
| PTONPeloton Interactive, Inc. Class A | — | −120,000 | — | exited | −0.10 pp | — |
| ALGTAllegiant Travel Company | — | −30,000 | — | exited | −0.07 pp | — |
| CVNACarvana Co. | — | −40,000 | — | exited | −0.07 pp | — |
| unresolvedMesa Air Group Inc | — | −725,000 | — | exited | −0.07 pp | — |
| SKYWSkywest Inc | — | −40,000 | — | exited | −0.03 pp | — |
