Altimeter Capital portfolio · 2021-03-31
Disclosed long book
$13.98 billion
Long positions
32
Calls / puts
0 / 0
Top 5 concentration
77.9%
Longs with AI data
0 / 32
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 | 32,221,080 | $7.39 billion | 52.8% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 28,411,000 | $1.55 billion | 11.1% | UNCHANGED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 3,753,400 | $1.11 billion | 7.9% | UNCHANGED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 2,513,568 | $432.6 million | 3.1% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,763,135 | $415.7 million | 3.0% | INCREASED | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 3,546,543 | $355.8 million | 2.5% | REDUCED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 1,454,989 | $308.3 million | 2.2% | REDUCED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,252,000 | $283.9 million | 2.0% | INCREASED | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 4,151,279 | $238.9 million | 1.7% | REDUCED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 4,379,409 | $232.2 million | 1.7% | INCREASED | — | 1Y — 5Y — |
ZOOM VIDEO COMMUNICATIONS IN ZOOM VIDEO COMMUNICATIONS IN · CL A · 98980L101 | LONG | 690,250 | $221.8 million | 1.6% | INCREASED | — | 1Y — 5Y — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 2,777,777 | $180.1 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 970,000 | $177.0 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 2,642,857 | $130.4 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 550,000 | $121.2 million | 0.9% | INCREASED | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 500,000 | $111.6 million | 0.8% | INCREASED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 100,475 | $111.2 million | 0.8% | INCREASED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 850,000 | $95.6 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 25,045 | $77.5 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 572,000 | $76.6 million | 0.5% | REDUCED | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 1,050,000 | $65.5 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 424,500 | $51.9 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 200,000 | $45.4 million | 0.3% | INCREASED | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 150,000 | $38.2 million | 0.3% | INCREASED | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 198,320 | $37.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · COM CL A · G28302100 | LONG | 3,500,000 | $35.5 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 1,000,000 | $32.9 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
DIGITALOCEAN HLDGS INC DIGITALOCEAN HLDGS INC · COM · 25402D102 | LONG | 650,000 | $27.4 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 10,702 | $24.9 million | 0.2% | REDUCED | — | 1Y — 5Y — |
OSCAR HEALTH INC OSCAR HEALTH INC · CL A · 687793109 | LONG | 450,000 | $12.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPRTUN CO DRAGONEER GROWTH OPPRTUN CO · W EXP 08/18/202 · G28302118 | LONG | 700,000 | $1.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/999 · G0370L124 | LONG | 10,000 | $122,000 | — | UNCHANGED | — | 1Y — 5Y — |