Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+28.12
- held
- held
- trimmed−1.84
- added−0.20
Positions
| SNOWSnowflake Inc. | 52.83% | 32,221,080 | $7.4B | added×3.4 | +28.12 pp | 3 q |
| UBERUber Technologies, Inc. | 11.07% | 28,411,000 | $1.5B | held | — | 8 q |
| METAMeta Platforms, Inc. Class A | 7.91% | 3,753,400 | $1.1B | held | — | 13 q |
| EXPEExpedia Group, Inc. | 3.09% | 2,513,568 | $433M | trimmed−38% | −1.84 pp | 30 q |
| MSFTMicrosoft Corp | 2.97% | 1,763,135 | $416M | added+15% | −0.20 pp | 13 q |
| UUnity Software Inc. | 2.54% | 3,546,543 | $356M | trimmed−7% | −2.85 pp | 3 q |
| CRMSalesforce, Inc. | 2.20% | 1,454,989 | $308M | trimmed−51% | −3.91 pp | 18 q |
| BABAAlibaba Group Holding Limited | 2.03% | 1,252,000 | $284M | added+14% | −0.34 pp | 16 q |
| UALUnited Airlines Holdings, Inc. | 1.71% | 4,151,279 | $239M | trimmed−14% | −0.21 pp | 32 q |
| FTCHQFarfetch Limited A | 1.66% | 4,379,409 | $232M | added+16% | −0.57 pp | 7 q |
| ZMZoom Communications, Inc. Class A | 1.59% | 690,250 | $222M | added×4.2 | +1.07 pp | 4 q |
| RBLXRoblox Corporation | 1.29% | 2,777,777 | $180M | new | +1.29 pp | new |
| CRWDCrowdStrike Holdings, Inc. Class A | 1.27% | 970,000 | $177M | held | — | 8 q |
| CPNGCoupang, Inc. | 0.93% | 2,642,857 | $130M | new | +0.93 pp | new |
| OKTAOkta, Inc. Class A | 0.87% | 550,000 | $121M | added+69% | +0.11 pp | 16 q |
| SESea Limited | 0.80% | 500,000 | $112M | added×2.0 | +0.34 pp | 4 q |
| SHOPShopify Inc. Class A subordinate voting shares | 0.80% | 100,475 | $111M | added+37% | +0.03 pp | 3 q |
| PTONPeloton Interactive, Inc. Class A | 0.68% | 850,000 | $96M | new | +0.68 pp | new |
| AMZNAmazon.Com Inc | 0.55% | 25,045 | $77M | held | — | 5 q |
| PDDPDD Holdings Inc. | 0.55% | 572,000 | $77M | trimmed−93% | −13.74 pp | 11 q |
| BMBLBumble Inc. Class A | 0.47% | 1,050,000 | $65M | new | +0.47 pp | new |
| AAPLApple Inc. | 0.37% | 424,500 | $52M | new | +0.37 pp | new |
| XYZBlock, Inc. | 0.32% | 200,000 | $45M | added×8.0 | +0.27 pp | 2 q |
| ABNBAirbnb, Inc. Class A | 0.27% | 198,320 | $37M | held | — | 2 q |
| COUPCoupa Software Incorporated | 0.27% | 150,000 | $38M | added+15% | −0.14 pp | 2 q |
| CCCCCC Intelligent Solutions Holdings Inc. | 0.25% | 3,500,000 | $36M | held | — | 2 q |
| XMQualtrics International Inc. Class A | 0.24% | 1,000,000 | $33M | new | +0.24 pp | new |
| DOCNDigitalOcean Holdings, Inc. | 0.20% | 650,000 | $27M | new | +0.20 pp | new |
| BKNGBooking Holdings Inc. | 0.18% | 10,702 | $25M | trimmed−92% | −2.63 pp | 13 q |
| OSCROscar Health, Inc. | 0.09% | 450,000 | $12M | new | +0.09 pp | new |
| unresolvedDragoneer Growth Opprtun Co | 0.01% | 700,000 | $1M | held | — | 2 q |
| unresolvedAltimeter Growth Corp | 0.00% | 10,000 | $122,000 | held | — | 2 q |
| MDBMongoDB, Inc. Class A | — | −422,000 | — | exited | −1.40 pp | — |
| OPENOpendoor Technologies Inc | — | −4,000,000 | — | exited | −0.84 pp | — |
| DTDynatrace, Inc. | — | −700,000 | — | exited | −0.28 pp | — |
| DASHDoorDash, Inc. Class A | — | −200,000 | — | exited | −0.26 pp | — |
| DDOGDatadog, Inc. Class A | — | −50,000 | — | exited | −0.05 pp | — |
