Altimeter Capital portfolio · 2020-06-30
Disclosed long book
$4.73 billion
Long positions
23
Calls / puts
0 / 0
Top 5 concentration
74.6%
Longs with AI data
0 / 23
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 28,911,000 | $898.6 million | 19.0% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 3,753,400 | $852.3 million | 18.0% | UNCHANGED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 8,690,000 | $746.0 million | 15.8% | UNCHANGED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 3,153,823 | $590.8 million | 12.5% | UNCHANGED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 5,319,216 | $437.2 million | 9.3% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,097,135 | $223.3 million | 4.7% | INCREASED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 136,402 | $217.2 million | 4.6% | UNCHANGED | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 4,803,279 | $166.2 million | 3.5% | REDUCED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 452,000 | $102.3 million | 2.2% | INCREASED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 870,000 | $87.3 million | 1.8% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 3,779,409 | $65.3 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 294,350 | $63.5 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $50.1 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 1,100,000 | $44.7 million | 0.9% | UNCHANGED | — | 1Y — 5Y — |
VROOM INC VROOM INC · COM · 92918V109 | LONG | 799,281 | $41.7 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 12,845 | $35.4 million | 0.7% | INCREASED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 300,000 | $26.1 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 223,000 | $23.9 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
ZOOM VIDEO COMMUNICATIONS IN ZOOM VIDEO COMMUNICATIONS IN · CL A · 98980L101 | LONG | 80,000 | $20.3 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ANGI HOMESERVICES INC ANGI HOMESERVICES INC · COM CL A · 00183L102 | LONG | 890,000 | $10.8 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
TRIVAGO N V TRIVAGO N V · SPON ADS A SHS · 89686D105 | LONG | 5,290,428 | $10.4 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
RANPAK HOLDINGS CORP RANPAK HOLDINGS CORP · COM CL A · 75321W103 | LONG | 1,000,000 | $7.4 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 250,000 | $6.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |