Altimeter Capital portfolio · 2021-06-30
Disclosed long book
$12.79 billion
Long positions
33
Calls / puts
0 / 0
Top 5 concentration
75.7%
Longs with AI data
6 / 33
Average AI 1Y
+18.1%
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 | 24,924,588 | $6.03 billion | 47.1% | NOT COMPARABLE | — | 1Y +19.4% 5Y +114.5% · 31 models |
META Meta Platforms Inc. | LONG | 3,753,400 | $1.31 billion | 10.2% | NOT COMPARABLE | — | 1Y +21.0% 5Y +124.1% · 32 models |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 24,500,000 | $1.23 billion | 9.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 5,200,000 | $644.9 million | 5.0% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 1,763,135 | $477.6 million | 3.7% | NOT COMPARABLE | — | 1Y +16.3% 5Y +98.3% · 32 models |
ZM Zoom Video Communications Inc. | LONG | 900,000 | $348.3 million | 2.7% | NOT COMPARABLE | — | 1Y +9.1% 5Y +51.2% · 31 models |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 200,000 | $292.2 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,152,000 | $261.3 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 2,777,777 | $249.9 million | 2.0% | NOT COMPARABLE | — | 1Y +21.6% 5Y +126.5% · 31 models |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 970,000 | $243.8 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 2,098,175 | $230.4 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 3,004,790 | $204.1 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 3,779,409 | $190.3 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 2,870,580 | $150.1 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 525,000 | $128.5 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 2,642,857 | $110.5 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 25,045 | $86.2 million | 0.7% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 300,000 | $82.4 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 1,725,000 | $81.9 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 572,000 | $72.7 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 1,050,000 | $60.5 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 367,210 | $60.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
SOFI TECHNOLOGIES INC SOFI TECHNOLOGIES INC · COM · 83406F102 | LONG | 2,500,000 | $47.9 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 1,000,000 | $38.3 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DIGITALOCEAN HLDGS INC DIGITALOCEAN HLDGS INC · COM · 25402D102 | LONG | 650,000 | $36.1 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HOLDINGS INC CCC INTELLIGENT SOLUTIONS HOLDINGS INC · COM CL A · 12510Q100 | LONG | 3,500,000 | $34.9 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 2,720,243 | $31.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 10,702 | $23.4 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
MONDAY COM LTD MONDAY COM LTD · SHS · M7S64H106 | LONG | 100,000 | $22.4 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
DOUBLEVERIFY HLDINGS INC DOUBLEVERIFY HLDINGS INC · COM · 25862V105 | LONG | 300,000 | $12.7 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
PAYONEER GLOBAL INC PAYONEER GLOBAL INC · COM · 70451X104 | LONG | 1,000,000 | $10.4 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HOLDINGS INC CCC INTELLIGENT SOLUTIONS HOLDINGS INC · W EXP 08/18/202 · 12510Q118 | LONG | 700,000 | $1.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/999 · G0370L124 | LONG | 10,000 | $123,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |