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
0 / 16
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 | 17,001,796 | $2.36 billion | 56.4% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,763,135 | $452.8 million | 10.8% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 2,458,776 | $396.5 million | 9.5% | REDUCED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 14,456,310 | $336.0 million | 8.0% | NEWLY REPORTED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 15,577,600 | $318.7 million | 7.6% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G0370L108 | LONG | 51,259,500 | $129.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 2,850,000 | $93.7 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 15,725,000 | $74.1 million | 1.8% | INCREASED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 267,810 | $69.5 million | 1.7% | REDUCED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · CALL · 683712103 | LONG | 11,000,000 | $51.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 961,206 | $51.1 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $22.6 million | 0.5% | REDUCED | — | 1Y — 5Y — |
HASHICORP INC HASHICORP INC · COM CL A · 418100103 | LONG | 225,000 | $6.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 240,864 | $4.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 1,652,021 | $4.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |