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
0 / 33
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 | 24,924,588 | $6.03 billion | 47.1% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 3,753,400 | $1.31 billion | 10.2% | UNCHANGED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 24,500,000 | $1.23 billion | 9.6% | REDUCED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 5,200,000 | $644.9 million | 5.0% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,763,135 | $477.6 million | 3.7% | INCREASED | — | 1Y — 5Y — |
ZOOM VIDEO COMMUNICATIONS IN ZOOM VIDEO COMMUNICATIONS IN · CL A · 98980L101 | LONG | 900,000 | $348.3 million | 2.7% | INCREASED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 200,000 | $292.2 million | 2.3% | INCREASED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 1,152,000 | $261.3 million | 2.0% | INCREASED | — | 1Y — 5Y — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 2,777,777 | $249.9 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 970,000 | $243.8 million | 1.9% | UNCHANGED | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 2,098,175 | $230.4 million | 1.8% | REDUCED | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 3,004,790 | $204.1 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 3,779,409 | $190.3 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 2,870,580 | $150.1 million | 1.2% | REDUCED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 525,000 | $128.5 million | 1.0% | INCREASED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 2,642,857 | $110.5 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 25,045 | $86.2 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 300,000 | $82.4 million | 0.6% | INCREASED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 1,725,000 | $81.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 572,000 | $72.7 million | 0.6% | REDUCED | — | 1Y — 5Y — |
BUMBLE INC BUMBLE INC · COM CL A · 12047B105 | LONG | 1,050,000 | $60.5 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 367,210 | $60.1 million | 0.5% | REDUCED | — | 1Y — 5Y — |
SOFI TECHNOLOGIES INC SOFI TECHNOLOGIES INC · COM · 83406F102 | LONG | 2,500,000 | $47.9 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 1,000,000 | $38.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DIGITALOCEAN HLDGS INC DIGITALOCEAN HLDGS INC · COM · 25402D102 | LONG | 650,000 | $36.1 million | 0.3% | NEWLY REPORTED | — | 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% | NEWLY REPORTED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 2,720,243 | $31.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 10,702 | $23.4 million | 0.2% | REDUCED | — | 1Y — 5Y — |
MONDAY COM LTD MONDAY COM LTD · SHS · M7S64H106 | LONG | 100,000 | $22.4 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
DOUBLEVERIFY HLDINGS INC DOUBLEVERIFY HLDINGS INC · COM · 25862V105 | LONG | 300,000 | $12.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
PAYONEER GLOBAL INC PAYONEER GLOBAL INC · COM · 70451X104 | LONG | 1,000,000 | $10.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HOLDINGS INC CCC INTELLIGENT SOLUTIONS HOLDINGS INC · W EXP 08/18/202 · 12510Q118 | LONG | 700,000 | $1.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALTIMETER GROWTH CORP ALTIMETER GROWTH CORP · UNIT 99/99/999 · G0370L124 | LONG | 10,000 | $123,000 | — | UNCHANGED | — | 1Y — 5Y — |