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
3 / 29
Average AI 1Y
+21.3%
13F filing comparison
Quarter-over-quarter changes
2020-09-30 to 2020-12-31
Newly reported
10
No longer reported
8
Increased
7
Reduced
3
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
EXPEDIA INC DEL EXPEDIA INC DEL | LONG | 4,026,185 | $533.1 million |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC | LONG | 4,000,000 | $90.9 million |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO | LONG | 3,500,000 | $46.4 million |
COUPA SOFTWARE INC COUPA SOFTWARE INC | LONG | 130,000 | $44.1 million |
DYNATRACE INC DYNATRACE INC | LONG | 700,000 | $30.3 million |
AIRBNB INC AIRBNB INC | LONG | 198,320 | $29.1 million |
DASH DOORDASH INC | LONG | 200,000 | $28.6 million |
BLOCK INC BLOCK INC | LONG | 25,000 | $5.4 million |
DRAGONEER GROWTH OPPRTUN CO DRAGONEER GROWTH OPPRTUN CO | LONG | 700,000 | $3.0 million |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP | LONG | 10,000 | $130,000 |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ANGI HOMESERVICES INC ANGI HOMESERVICES INC · COM CL A | LONG | 890,000 | $9.9 million |
DRAGONEER GROWTH OPPRTUN CO DRAGONEER GROWTH OPPRTUN CO · UNIT | LONG | 3,500,000 | $42.9 million |
DYNATRACE INC DYNATRACE INC · COM | LONG | 1,100,000 | $45.1 million |
EXPEDIA GROUP INC EXPEDIA GROUP INC · COM | LONG | 5,319,216 | $487.7 million |
RANPAK HOLDINGS CORP RANPAK HOLDINGS CORP · COM CL A | LONG | 1,000,000 | $9.5 million |
STITCH FIX INC STITCH FIX INC · COM CL A | LONG | 250,000 | $6.8 million |
TRIVAGO N V TRIVAGO N V · SPON ADS A SHS | LONG | 5,290,428 | $8.2 million |
VROOM INC VROOM INC · COM | LONG | 757,266 | $39.2 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| 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 Meta Platforms Inc. | LONG | 3,753,400 | $1.03 billion | 9.5% | UNCHANGED | — | 1Y +22.3% 5Y +129.8% · 25 models |
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 — |
MSFT Microsoft Corporation | LONG | 1,538,135 | $342.1 million | 3.2% | INCREASED | — | 1Y +16.7% 5Y +98.6% · 25 models |
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 — |
MDB MongoDB Inc | LONG | 422,000 | $151.5 million | 1.4% | REDUCED | — | 1Y +25.0% 5Y +151.5% · 24 models |
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 COMMUNICATIONS INC ZOOM COMMUNICATIONS INC · 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 — |
DASH DoorDash | 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 — |