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
0 / 17
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 | $2.89 billion | 62.4% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 15,577,600 | $412.8 million | 8.9% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,533,135 | $357.1 million | 7.7% | REDUCED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 13,716,310 | $326.0 million | 7.0% | NEWLY REPORTED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 2,346,976 | $318.4 million | 6.9% | REDUCED | — | 1Y — 5Y — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 2,850,000 | $102.1 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,100,000 | $68.8 million | 1.5% | REDUCED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 173,000 | $45.9 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 13,076,000 | $40.7 million | 0.9% | INCREASED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · CALL · 683712103 | LONG | 11,000,000 | $34.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 611,206 | $31.3 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 92,610 | $18.4 million | 0.4% | REDUCED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $14.2 million | 0.3% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G0370L108 | LONG | 2,714,995 | $7.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
23ANDME HOLDING CO 23ANDME HOLDING CO · CLASS A COM · 90138Q108 | LONG | 1,652,021 | $4.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
UIPATH INC UIPATH INC · CL A · 90364P105 | LONG | 240,864 | $3.0 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |