Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNOWSnowflake Inc. | 50.97% | 21,037,333 | $6.4B | trimmed−16% | +3.87 pp | 5 q |
| METAMeta Platforms, Inc. Class A | 10.21% | 3,753,400 | $1.3B | held | — | 15 q |
| UBERUber Technologies, Inc. | 8.79% | 24,500,000 | $1.1B | held | — | 10 q |
| MSFTMicrosoft Corp | 3.98% | 1,763,135 | $497M | held | — | 15 q |
| PTONPeloton Interactive, Inc. Class A | 3.94% | 5,650,000 | $492M | added+9% | −1.10 pp | 3 q |
| OPENOpendoor Technologies Inc | 2.20% | 13,400,000 | $275M | new | +2.20 pp | new |
| SHOPShopify Inc. Class A subordinate voting shares | 2.17% | 200,000 | $271M | held | — | 5 q |
| UUnity Software Inc. | 2.12% | 2,098,175 | $265M | held | — | 5 q |
| ZMZoom Communications, Inc. Class A | 1.99% | 950,000 | $248M | added+6% | −0.73 pp | 6 q |
| CRWDCrowdStrike Holdings, Inc. Class A | 1.91% | 970,000 | $238M | held | — | 10 q |
| RBLXRoblox Corporation | 1.72% | 2,850,000 | $215M | added+3% | −0.23 pp | 3 q |
| BABAAlibaba Group Holding Limited | 1.37% | 1,152,000 | $171M | held | — | 18 q |
| PATHUiPath, Inc. | 1.27% | 3,004,790 | $158M | held | — | 2 q |
| FTCHQFarfetch Limited A | 1.13% | 3,779,409 | $142M | held | — | 9 q |
| OKTAOkta, Inc. Class A | 1.00% | 525,000 | $125M | held | — | 18 q |
| CFLTConfluent, Inc. Class A | 0.82% | 1,725,000 | $103M | held | — | 2 q |
| SESea Limited | 0.77% | 300,000 | $96M | held | — | 6 q |
| AMZNAmazon.Com Inc | 0.66% | 25,045 | $82M | held | — | 7 q |
| CPNGCoupang, Inc. | 0.59% | 2,642,857 | $74M | held | — | 3 q |
| BMBLBumble Inc. Class A | 0.42% | 1,050,000 | $52M | held | — | 3 q |
| PDDPDD Holdings Inc. | 0.42% | 572,000 | $52M | held | — | 13 q |
| XMQualtrics International Inc. Class A | 0.34% | 1,000,000 | $43M | held | — | 3 q |
| unresolvedMonday Com Ltd | 0.26% | 100,000 | $33M | new | +0.26 pp | new |
| BKNGBooking Holdings Inc. | 0.20% | 10,702 | $25M | held | — | 15 q |
| TOSTToast, Inc. | 0.20% | 500,000 | $25M | new | +0.20 pp | new |
| unresolved23ANDME Holding Co | 0.20% | 2,720,243 | $25M | held | — | 2 q |
| DUOLDuolingo, Inc. Class A | 0.17% | 125,000 | $21M | new | +0.17 pp | new |
| unresolvedCazoo Group Ltd | 0.09% | 1,500,000 | $12M | new | +0.09 pp | new |
| unresolvedMoneylion Inc | 0.05% | 1,000,000 | $7M | new | +0.05 pp | new |
| CCCCCC Intelligent Solutions Holdings Inc. | 0.03% | 325,000 | $3M | trimmed−91% | −0.24 pp | 4 q |
| unresolvedAltimeter Growth Corp | 0.00% | 10,000 | $102,000 | new | 0.00 pp | new |
| UALUnited Airlines Holdings, Inc. | — | −2,870,580 | — | exited | −1.17 pp | — |
| EXPEExpedia Group, Inc. | — | −367,210 | — | exited | −0.47 pp | — |
| SOFISoFi Technologies, Inc. | — | −2,500,000 | — | exited | −0.37 pp | — |
| DOCNDigitalOcean Holdings, Inc. | — | −650,000 | — | exited | −0.28 pp | — |
| MNDYmonday.com Ltd. | — | −100,000 | — | exited | −0.17 pp | — |
| DVDoubleVerify Holdings, Inc. | — | −300,000 | — | exited | −0.10 pp | — |
| PAYOPayoneer Global Inc. | — | −1,000,000 | — | exited | −0.08 pp | — |
| unresolvedCcc Intelligent Solutions Holdings Inc | — | −700,000 | — | exited | −0.01 pp | — |
| unresolvedAltimeter Growth Corp | — | −10,000 | — | exited | 0.00 pp | — |
