Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+22.93
- held
- trimmed−4.71
- held
- held
Positions
| SNOWSnowflake Inc. | 24.71% | 9,491,575 | $2.7B | added×22.6 | +22.93 pp | 2 q |
| PDDPDD Holdings Inc. | 14.29% | 8,690,000 | $1.5B | held | — | 10 q |
| UBERUber Technologies, Inc. | 13.41% | 28,411,000 | $1.4B | trimmed−3% | −4.71 pp | 7 q |
| METAMeta Platforms, Inc. Class A | 9.49% | 3,753,400 | $1.0B | held | — | 12 q |
| CRMSalesforce, Inc. | 6.11% | 2,966,723 | $660M | held | — | 17 q |
| UUnity Software Inc. | 5.39% | 3,796,544 | $583M | held | — | 2 q |
| EXPEExpedia Group, Inc. | 4.93% | 4,026,185 | $533M | trimmed−24% | −3.31 pp | 29 q |
| MSFTMicrosoft Corp | 3.17% | 1,538,135 | $342M | added+17% | −1.50 pp | 12 q |
| BKNGBooking Holdings Inc. | 2.81% | 136,402 | $304M | held | — | 12 q |
| BABAAlibaba Group Holding Limited | 2.37% | 1,100,000 | $256M | added×3.7 | +0.91 pp | 15 q |
| FTCHQFarfetch Limited A | 2.23% | 3,779,409 | $241M | held | — | 6 q |
| UALUnited Airlines Holdings, Inc. | 1.92% | 4,803,279 | $208M | held | — | 31 q |
| CRWDCrowdStrike Holdings, Inc. Class A | 1.90% | 970,000 | $205M | held | — | 7 q |
| MDBMongoDB, Inc. Class A | 1.40% | 422,000 | $152M | trimmed−7% | −0.37 pp | 13 q |
| OPENOpendoor Technologies Inc | 0.84% | 4,000,000 | $91M | new | +0.84 pp | new |
| SHOPShopify Inc. Class A subordinate voting shares | 0.77% | 73,475 | $83M | added+50% | −0.08 pp | 2 q |
| OKTAOkta, Inc. Class A | 0.76% | 325,000 | $83M | added+18% | −0.23 pp | 15 q |
| AMZNAmazon.Com Inc | 0.75% | 25,045 | $82M | held | — | 4 q |
| ZMZoom Communications, Inc. Class A | 0.52% | 165,250 | $56M | added×2.1 | −0.12 pp | 3 q |
| SESea Limited | 0.46% | 248,000 | $49M | added+11% | −0.12 pp | 3 q |
| CCCCCC Intelligent Solutions Holdings Inc. | 0.43% | 3,500,000 | $46M | new | +0.43 pp | new |
| COUPCoupa Software Incorporated | 0.41% | 130,000 | $44M | new | +0.41 pp | new |
| DTDynatrace, Inc. | 0.28% | 700,000 | $30M | trimmed−36% | −0.48 pp | 6 q |
| ABNBAirbnb, Inc. Class A | 0.27% | 198,320 | $29M | new | +0.27 pp | new |
| DASHDoorDash, Inc. Class A | 0.26% | 200,000 | $29M | new | +0.26 pp | new |
| DDOGDatadog, Inc. Class A | 0.05% | 50,000 | $5M | trimmed−85% | −0.53 pp | 6 q |
| XYZBlock, Inc. | 0.05% | 25,000 | $5M | new | +0.05 pp | new |
| unresolvedDragoneer Growth Opprtun Co | 0.03% | 700,000 | $3M | new | +0.03 pp | new |
| unresolvedAltimeter Growth Corp | 0.00% | 10,000 | $130,000 | new | 0.00 pp | new |
| DGNR.UDragoneer Growth Opportuniti | — | −3,500,000 | — | exited | −0.72 pp | — |
| VRMVroom, Inc. | — | −757,266 | — | exited | −0.66 pp | — |
| ANGIAngi Inc. Class A | — | −890,000 | — | exited | −0.17 pp | — |
| PACKRanpak Holdings Corp. | — | −1,000,000 | — | exited | −0.16 pp | — |
| unresolvedTrivago NV | — | −5,290,428 | — | exited | −0.14 pp | — |
| SFIXStitch Fix, Inc. Class A | — | −250,000 | — | exited | −0.11 pp | — |
