Altimeter Capital portfolio · 2022-09-30
Disclosed long book
$4.63 billion
Long positions
17
Calls / puts
0 / 0
Top 5 concentration
92.9%
Longs with AI data
5 / 17
Average AI 1Y
+21.7%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The immediately preceding quarter (2022-06-30) 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 | $2.89 billion | 62.4% | NOT COMPARABLE | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 15,577,600 | $412.8 million | 8.9% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 1,533,135 | $357.1 million | 7.7% | NOT COMPARABLE | — | 1Y +16.6% 5Y +97.8% · 27 models |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 13,716,310 | $326.0 million | 7.0% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 2,346,976 | $318.4 million | 6.9% | NOT COMPARABLE | — | 1Y +22.1% 5Y +130.9% · 27 models |
RBLX Roblox Corp | LONG | 2,850,000 | $102.1 million | 2.2% | NOT COMPARABLE | — | 1Y +23.8% 5Y +134.4% · 24 models |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,100,000 | $68.8 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
TSLA Tesla Inc. | LONG | 173,000 | $45.9 million | 1.0% | NOT COMPARABLE | — | 1Y +21.0% 5Y +131.9% · 27 models |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 13,076,000 | $40.7 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · CALL · 683712103 | LONG | 11,000,000 | $34.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 611,206 | $31.3 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
MDB MongoDB Inc | LONG | 92,610 | $18.4 million | 0.4% | NOT COMPARABLE | — | 1Y +25.0% 5Y +151.5% · 24 models |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $14.2 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G0370L108 | LONG | 2,714,995 | $7.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 1,652,021 | $4.7 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 240,864 | $3.0 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |