Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−5.73
- held
- trimmed−1.47
- added+4.36
- held
Revealed late, restated
Positions
| SNOWSnowflake Inc. | 47.10% | 24,924,588 | $6.0B | trimmed−23% | −5.73 pp | 4 q |
| METAMeta Platforms, Inc. Class A | 10.20% | 3,753,400 | $1.3B | held | — | 14 q |
| UBERUber Technologies, Inc. | 9.60% | 24,500,000 | $1.2B | trimmed−14% | −1.47 pp | 9 q |
| PTONPeloton Interactive, Inc. Class A | 5.04% | 5,200,000 | $645M | added×6.1 | +4.36 pp | 2 q |
| MSFTMicrosoft Corp | 3.73% | 1,763,135 | $478M | held | — | 14 q |
| ZMZoom Communications, Inc. Class A | 2.72% | 900,000 | $348M | added+30% | +1.13 pp | 5 q |
| SHOPShopify Inc. Class A subordinate voting shares | 2.28% | 200,000 | $292M | added+99% | +1.48 pp | 4 q |
| BABAAlibaba Group Holding Limited | 2.04% | 1,152,000 | $261M | trimmed−8% | +0.01 pp | 17 q |
| RBLXRoblox Corporation | 1.95% | 2,777,777 | $250M | held | — | 2 q |
| CRWDCrowdStrike Holdings, Inc. Class A | 1.91% | 970,000 | $244M | held | — | 9 q |
| UUnity Software Inc. | 1.80% | 2,098,175 | $230M | trimmed−41% | −0.74 pp | 4 q |
| PATHUiPath, Inc. | 1.60% | 3,004,790 | $204M | new | +1.60 pp | new |
| FTCHQFarfetch Limited A | 1.49% | 3,779,409 | $190M | trimmed−14% | −0.17 pp | 8 q |
| UALUnited Airlines Holdings, Inc. | 1.17% | 2,870,580 | $150M | trimmed−31% | −0.54 pp | 33 q |
| OKTAOkta, Inc. Class A | 1.00% | 525,000 | $128M | trimmed−5% | +0.13 pp | 17 q |
| CPNGCoupang, Inc. | 0.86% | 2,642,857 | $111M | held | — | 2 q |
| AMZNAmazon.Com Inc | 0.67% | 25,045 | $86M | held | — | 6 q |
| CFLTConfluent, Inc. Class A | 0.64% | 1,725,000 | $82M | new | +0.64 pp | new |
| SESea Limited | 0.64% | 300,000 | $82M | trimmed−40% | −0.16 pp | 5 q |
| PDDPDD Holdings Inc. | 0.57% | 572,000 | $73M | held | — | 12 q |
| BMBLBumble Inc. Class A | 0.47% | 1,050,000 | $60M | held | — | 2 q |
| EXPEExpedia Group, Inc. | 0.47% | 367,210 | $60M | trimmed−85% | −2.62 pp | 31 q |
| SOFISoFi Technologies, Inc. | 0.37% | 2,500,000 | $48M | new | +0.37 pp | new |
| XMQualtrics International Inc. Class A | 0.30% | 1,000,000 | $38M | held | — | 2 q |
| DOCNDigitalOcean Holdings, Inc. | 0.28% | 650,000 | $36M | held | — | 2 q |
| CCCCCC Intelligent Solutions Holdings Inc. | 0.27% | 3,500,000 | $35M | held | — | 3 q |
| unresolved23ANDME Holding Co | 0.25% | 2,720,243 | $32M | new | +0.25 pp | new |
| BKNGBooking Holdings Inc. | 0.18% | 10,702 | $23M | held | — | 14 q |
| MNDYmonday.com Ltd. | 0.17% | 100,000 | $22M | new | +0.17 pp | new |
| DVDoubleVerify Holdings, Inc. | 0.10% | 300,000 | $13M | new | +0.10 pp | new |
| PAYOPayoneer Global Inc. | 0.08% | 1,000,000 | $10M | new | +0.08 pp | new |
| unresolvedCcc Intelligent Solutions Holdings Inc | 0.01% | 700,000 | $1M | new | +0.01 pp | new |
| unresolvedAltimeter Growth Corp | 0.00% | 10,000 | $123,000 | held | — | 3 q |
| CRMSalesforce, Inc. | — | −1,454,989 | — | exited | −2.20 pp | — |
| AAPLApple Inc. | — | −424,500 | — | exited | −0.37 pp | — |
| XYZBlock, Inc. | — | −200,000 | — | exited | −0.32 pp | — |
| ABNBAirbnb, Inc. Class A | — | −198,320 | — | exited | −0.27 pp | — |
| COUPCoupa Software Incorporated | — | −150,000 | — | exited | −0.27 pp | — |
| OSCROscar Health, Inc. | — | −450,000 | — | exited | −0.09 pp | — |
| unresolvedDragoneer Growth Opprtun Co | — | −700,000 | — | exited | −0.01 pp | — |
