Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−1.39
- held
- trimmed+0.60
- trimmed+0.94
- trimmed−0.24
Positions
| SNOWSnowflake Inc. | 60.40% | 15,369,459 | $2.2B | trimmed−10% | −1.39 pp | 10 q |
| MSFTMicrosoft Corp | 10.07% | 1,533,135 | $368M | held | — | 20 q |
| UBERUber Technologies, Inc. | 9.43% | 13,927,600 | $344M | trimmed−11% | +0.60 pp | 15 q |
| CFLTConfluent, Inc. Class A | 7.91% | 12,995,374 | $289M | trimmed−5% | +0.94 pp | 7 q |
| METAMeta Platforms, Inc. Class A | 6.57% | 1,994,476 | $240M | trimmed−15% | −0.24 pp | 20 q |
| RBLXRoblox Corporation | 2.22% | 2,850,000 | $81M | held | — | 8 q |
| NVDANvidia Corp | 1.77% | 442,670 | $65M | new | +1.77 pp | new |
| GTLBGitLab Inc. Class A | 0.76% | 611,206 | $28M | held | — | 5 q |
| OKTAOkta, Inc. Class A | 0.47% | 250,000 | $17M | held | — | 23 q |
| OPENOpendoor Technologies Inc | 0.35% | 11,000,000 | $13M | trimmed−54% | −1.25 pp | 6 q |
| unresolvedAltimeter Growth Corp | 0.05% | 3,502,000 | $2M | held | — | 5 q |
| PDDPDD Holdings Inc. | — | −1,100,000 | — | exited | −1.47 pp | — |
| TSLATesla, Inc. | — | −173,000 | — | exited | −0.98 pp | — |
| MDBMongoDB, Inc. Class A | — | −92,610 | — | exited | −0.39 pp | — |
| unresolvedAltimeter Growth Corp | — | −2,714,995 | — | exited | −0.15 pp | — |
| unresolved23ANDME Holding Co | — | −1,652,021 | — | exited | −0.10 pp | — |
| PATHUiPath, Inc. | — | −240,864 | — | exited | −0.06 pp | — |
