Altimeter Capital portfolio · 2020-12-31
Disclosed long book
$10.81 billion
Long positions
29
Calls / puts
0 / 0
Top 5 concentration
68.0%
Longs with AI data
0 / 29
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 9,491,575 | $2.67 billion | 24.7% | INCREASED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 8,690,000 | $1.54 billion | 14.3% | UNCHANGED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 28,411,000 | $1.45 billion | 13.4% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 3,753,400 | $1.03 billion | 9.5% | UNCHANGED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 2,966,723 | $660.2 million | 6.1% | UNCHANGED | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 3,796,544 | $582.7 million | 5.4% | UNCHANGED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 4,026,185 | $533.1 million | 4.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,538,135 | $342.1 million | 3.2% | INCREASED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 136,402 | $303.8 million | 2.8% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,100,000 | $256.0 million | 2.4% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 3,779,409 | $241.2 million | 2.2% | UNCHANGED | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 4,803,279 | $207.7 million | 1.9% | UNCHANGED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 970,000 | $205.5 million | 1.9% | UNCHANGED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 422,000 | $151.5 million | 1.4% | REDUCED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 4,000,000 | $90.9 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 73,475 | $83.2 million | 0.8% | INCREASED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 325,000 | $82.6 million | 0.8% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 25,045 | $81.6 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
ZOOM VIDEO COMMUNICATIONS IN ZOOM VIDEO COMMUNICATIONS IN · CL A · 98980L101 | LONG | 165,250 | $55.7 million | 0.5% | INCREASED | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 248,000 | $49.4 million | 0.5% | INCREASED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · COM CL A · G28302100 | LONG | 3,500,000 | $46.4 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 130,000 | $44.1 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 700,000 | $30.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 198,320 | $29.1 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DOORDASH INC DOORDASH INC · CL A · 25809K105 | LONG | 200,000 | $28.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 25,000 | $5.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 50,000 | $4.9 million | 0.0% | REDUCED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPRTUN CO DRAGONEER GROWTH OPPRTUN CO · *W EXP 08/18/202 · G28302118 | LONG | 700,000 | $3.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/999 · G0370L124 | LONG | 10,000 | $130,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |