Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNOWSnowflake Inc. | 54.77% | 17,001,796 | $5.8B | trimmed−19% | +3.80 pp | 6 q |
| METAMeta Platforms, Inc. Class A | 7.52% | 2,350,000 | $790M | trimmed−37% | −2.69 pp | 16 q |
| MSFTMicrosoft Corp | 5.64% | 1,763,135 | $593M | held | — | 16 q |
| unresolvedAltimeter Growth Corp | 5.09% | 75,018,565 | $535M | added×7501.9 | +5.09 pp | 2 q |
| UBERUber Technologies, Inc. | 4.59% | 11,500,000 | $482M | trimmed−53% | −4.20 pp | 11 q |
| UUnity Software Inc. | 2.85% | 2,098,175 | $300M | held | — | 6 q |
| RBLXRoblox Corporation | 2.80% | 2,850,000 | $294M | held | — | 4 q |
| SESea Limited | 2.66% | 1,250,000 | $280M | added×4.2 | +1.89 pp | 7 q |
| SHOPShopify Inc. Class A subordinate voting shares | 2.62% | 200,000 | $275M | held | — | 6 q |
| CFLTConfluent, Inc. Class A | 2.14% | 2,950,000 | $225M | added+71% | +1.32 pp | 3 q |
| OPENOpendoor Technologies Inc | 1.91% | 13,750,000 | $201M | added+3% | −0.29 pp | 2 q |
| CRWDCrowdStrike Holdings, Inc. Class A | 1.89% | 970,000 | $199M | held | — | 11 q |
| MDBMongoDB, Inc. Class A | 1.26% | 250,000 | $132M | new | +1.26 pp | new |
| PATHUiPath, Inc. | 1.23% | 3,004,806 | $130M | added0% | −0.04 pp | 3 q |
| OKTAOkta, Inc. Class A | 1.12% | 525,000 | $118M | held | — | 19 q |
| GTLBGitLab Inc. Class A | 0.80% | 350,000 | $84M | new | +0.80 pp | new |
| IOTSamsara Inc. | 0.21% | 800,000 | $22M | new | +0.21 pp | new |
| HCPHashiCorp, Inc. Class A | 0.19% | 225,000 | $20M | new | +0.19 pp | new |
| TOSTToast, Inc. | 0.17% | 500,000 | $17M | held | — | 2 q |
| BRZEBraze, Inc. Class A | 0.15% | 200,000 | $15M | new | +0.15 pp | new |
| PDDPDD Holdings Inc. | 0.11% | 200,000 | $12M | trimmed−65% | −0.31 pp | 14 q |
| unresolved23ANDME Holding Co | 0.09% | 1,652,021 | $9M | trimmed−39% | −0.11 pp | 3 q |
| unresolvedCazoo Group Ltd | 0.09% | 1,500,000 | $9M | held | — | 2 q |
| unresolvedAltimeter Growth Corp | 0.07% | 3,502,000 | $7M | new | +0.07 pp | new |
| unresolvedCvent Holding Corp | 0.06% | 800,000 | $7M | new | +0.06 pp | new |
| PTONPeloton Interactive, Inc. Class A | — | −5,650,000 | — | exited | −3.94 pp | — |
| ZMZoom Communications, Inc. Class A | — | −950,000 | — | exited | −1.99 pp | — |
| BABAAlibaba Group Holding Limited | — | −1,152,000 | — | exited | −1.37 pp | — |
| FTCHQFarfetch Limited A | — | −3,779,409 | — | exited | −1.13 pp | — |
| AMZNAmazon.Com Inc | — | −25,045 | — | exited | −0.66 pp | — |
| CPNGCoupang, Inc. | — | −2,642,857 | — | exited | −0.59 pp | — |
| BMBLBumble Inc. Class A | — | −1,050,000 | — | exited | −0.42 pp | — |
| XMQualtrics International Inc. Class A | — | −1,000,000 | — | exited | −0.34 pp | — |
| unresolvedMonday Com Ltd | — | −100,000 | — | exited | −0.26 pp | — |
| BKNGBooking Holdings Inc. | — | −10,702 | — | exited | −0.20 pp | — |
| DUOLDuolingo, Inc. Class A | — | −125,000 | — | exited | −0.17 pp | — |
| unresolvedMoneylion Inc | — | −1,000,000 | — | exited | −0.05 pp | — |
| CCCCCC Intelligent Solutions Holdings Inc. | — | −325,000 | — | exited | −0.03 pp | — |
