Altimeter Capital portfolio · 2023-03-31
Disclosed long book
$4.55 billion
Long positions
11
Calls / puts
0 / 0
Top 5 concentration
89.1%
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 | $2.37 billion | 52.1% | UNCHANGED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 2,227,876 | $472.2 million | 10.4% | INCREASED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 1,533,135 | $442.0 million | 9.7% | UNCHANGED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 13,336,600 | $422.8 million | 9.3% | REDUCED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 14,491,817 | $348.8 million | 7.7% | INCREASED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 740,570 | $205.7 million | 4.5% | INCREASED | — | 1Y — 5Y — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 2,850,000 | $128.2 million | 2.8% | UNCHANGED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 1,134,900 | $117.7 million | 2.6% | NEWLY REPORTED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $21.6 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
GITLAB INC GITLAB INC · CLASS A COM · 37637K108 | LONG | 611,206 | $21.0 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $2.0 million | — | UNCHANGED | — | 1Y — 5Y — |