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
9 / 32
Average AI 1Y
+19.1%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
This quarter is marked source summary variance, so change classifications are withheld.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SNOW Snowflake Inc. | LONG | 32,221,080 | $7.39 billion | 52.8% | NOT COMPARABLE | — | 1Y +19.4% 5Y +114.5% · 31 models |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 28,411,000 | $1.55 billion | 11.1% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 3,753,400 | $1.11 billion | 7.9% | NOT COMPARABLE | — | 1Y +21.0% 5Y +124.1% · 32 models |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 2,513,568 | $432.6 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 1,763,135 | $415.7 million | 3.0% | NOT COMPARABLE | — | 1Y +16.3% 5Y +98.3% · 32 models |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 3,546,543 | $355.8 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 1,454,989 | $308.3 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,252,000 | $283.9 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 4,151,279 | $238.9 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 4,379,409 | $232.2 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
ZM Zoom Video Communications Inc. | LONG | 690,250 | $221.8 million | 1.6% | NOT COMPARABLE | — | 1Y +9.1% 5Y +51.2% · 31 models |
RBLX Roblox Corp | LONG | 2,777,777 | $180.1 million | 1.3% | NOT COMPARABLE | — | 1Y +21.6% 5Y +126.5% · 31 models |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 970,000 | $177.0 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 2,642,857 | $130.4 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 550,000 | $121.2 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 500,000 | $111.6 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 100,475 | $111.2 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 850,000 | $95.6 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 25,045 | $77.5 million | 0.6% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 572,000 | $76.6 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 1,050,000 | $65.5 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
AAPL Apple Inc. | LONG | 424,500 | $51.9 million | 0.4% | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
XYZ Block Inc. (formerly Square SQ) | LONG | 200,000 | $45.4 million | 0.3% | NOT COMPARABLE | — | 1Y +22.9% 5Y +125.3% · 31 models |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 150,000 | $38.2 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AIRBNB INC AIRBNB INC · COM CL A · 009066101 | LONG | 198,320 | $37.3 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPORTUN CO DRAGONEER GROWTH OPPORTUN CO · COM CL A · G28302100 | LONG | 3,500,000 | $35.5 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 1,000,000 | $32.9 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
DIGITALOCEAN HLDGS INC DIGITALOCEAN HLDGS INC · COM · 25402D102 | LONG | 650,000 | $27.4 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 10,702 | $24.9 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 450,000 | $12.1 million | 0.1% | NOT COMPARABLE | — | 1Y +28.0% 5Y +133.2% · 31 models |
DRAGONEER GROWTH OPPRTUN CO DRAGONEER GROWTH OPPRTUN CO · W EXP 08/18/202 · G28302118 | LONG | 700,000 | $1.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/999 · G0370L124 | LONG | 10,000 | $122,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |