Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−2.38
- held
- added+1.51
- added+4.54
- trimmed−1.48
Positions
| SNOWSnowflake Inc. | 54.01% | 17,001,796 | $2.4B | trimmed−0% | −2.38 pp | 8 q |
| MSFTMicrosoft Corp | 10.35% | 1,763,135 | $453M | held | — | 18 q |
| METAMeta Platforms, Inc. Class A | 9.06% | 2,458,776 | $396M | added+5% | +1.51 pp | 18 q |
| CFLTConfluent, Inc. Class A | 7.68% | 14,456,310 | $336M | added×2.7 | +4.54 pp | 5 q |
| UBERUber Technologies, Inc. | 7.28% | 15,577,600 | $319M | trimmed−8% | −1.48 pp | 13 q |
| unresolvedAltimeter Growth Corp | 2.96% | 51,259,500 | $130M | held | — | 4 q |
| OPENOpendoor Technologies Inc | 2.88% | 26,725,000 | $126M | trimmed−2% | −0.51 pp | 4 q |
| RBLXRoblox Corporation | 2.14% | 2,850,000 | $94M | held | — | 6 q |
| MDBMongoDB, Inc. Class A | 1.59% | 267,810 | $69M | trimmed−13% | −0.38 pp | 3 q |
| GTLBGitLab Inc. Class A | 1.17% | 961,206 | $51M | held | — | 3 q |
| OKTAOkta, Inc. Class A | 0.52% | 250,000 | $23M | held | — | 21 q |
| HCPHashiCorp, Inc. Class A | 0.15% | 225,000 | $7M | held | — | 3 q |
| PATHUiPath, Inc. | 0.10% | 240,864 | $4M | held | — | 5 q |
| unresolved23ANDME Holding Co | 0.09% | 1,652,021 | $4M | held | — | 5 q |
| unresolvedAltimeter Growth Corp | 0.03% | 3,502,000 | $1M | held | — | 3 q |
| SESea Limited | — | −1,155,613 | — | exited | −2.00 pp | — |
| UALUnited Airlines Holdings, Inc. | — | −2,250,000 | — | exited | −1.51 pp | — |
| EXPEExpedia Group, Inc. | — | −280,000 | — | exited | −0.79 pp | — |
| PDDPDD Holdings Inc. | — | −500,000 | — | exited | −0.29 pp | — |
| TOSTToast, Inc. | — | −500,000 | — | exited | −0.16 pp | — |
| CRWDCrowdStrike Holdings, Inc. Class A | — | −10,000 | — | exited | −0.03 pp | — |
