Altimeter Capital portfolio · 2022-12-31
Disclosed long book
$3.7 million
Long positions
11
Calls / puts
0 / 0
Top 5 concentration
94.4%
Longs with AI data
0 / 11
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 | 15,369,459 | $2.2 million | 60.4% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,533,135 | $367,676 | 10.1% | UNCHANGED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 13,927,600 | $344,430 | 9.4% | REDUCED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 12,995,374 | $289,017 | 7.9% | REDUCED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 1,994,476 | $240,015 | 6.6% | REDUCED | — | 1Y — 5Y — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 2,850,000 | $81,111 | 2.2% | UNCHANGED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 442,670 | $64,692 | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 611,206 | $27,773 | 0.8% | UNCHANGED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $17,083 | 0.5% | UNCHANGED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 11,000,000 | $12,760 | 0.3% | REDUCED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $1,882 | — | UNCHANGED | — | 1Y — 5Y — |