Altimeter Capital portfolio · 2022-06-30
Disclosed long book
$4.19 billion
Long positions
16
Calls / puts
0 / 0
Top 5 concentration
92.2%
Longs with AI data
4 / 16
Average AI 1Y
+22.0%
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 |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 17,001,796 | $2.36 billion | 56.4% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 1,763,135 | $452.8 million | 10.8% | NOT COMPARABLE | — | 1Y +16.8% 5Y +100.8% · 25 models |
META Meta Platforms Inc. | LONG | 2,458,776 | $396.5 million | 9.5% | NOT COMPARABLE | — | 1Y +22.4% 5Y +133.8% · 25 models |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 14,456,310 | $336.0 million | 8.0% | NOT COMPARABLE | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 15,577,600 | $318.7 million | 7.6% | NOT COMPARABLE | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G0370L108 | LONG | 51,259,500 | $129.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 2,850,000 | $93.7 million | 2.2% | NOT COMPARABLE | — | 1Y +23.8% 5Y +134.4% · 24 models |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 15,725,000 | $74.1 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MDB MongoDB Inc | LONG | 267,810 | $69.5 million | 1.7% | NOT COMPARABLE | — | 1Y +25.0% 5Y +151.5% · 24 models |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · CALL · 683712103 | LONG | 11,000,000 | $51.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 961,206 | $51.1 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $22.6 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
HASHICORP INC HASHICORP INC · COM CL A · 418100103 | LONG | 225,000 | $6.6 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 240,864 | $4.4 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 1,652,021 | $4.1 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |