← Altimeter Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2020-06-30 · Filed 2020-08-14 · Accession 0001104659-20-095505

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#IssuerClass / CUSIPKindSharesValue
1ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102LONG294,350$63.5 million
2Amazon.comCOM · 023135106LONG12,845$35.4 million
3ANGI HOMESERVICES INCCOM CL A · 00183L102LONG890,000$10.8 million
4BOOKING HOLDINGS INCCOM · 09857L108LONG136,402$217.2 million
5CROWDSTRIKE HLDGS INCCL A · 22788C105LONG870,000$87.3 million
6DATADOG INCCL A COM · 23804L103LONG300,000$26.1 million
7DYNATRACE INCCOM · 268150109LONG1,100,000$44.7 million
8EXPEDIA GROUP INCCOM NEW · 30212P303LONG5,319,216$437.2 million
9META PLATFORMS INCCL A · 30303M102LONG3,753,400$852.3 million
10FARFETCH LTDORD SH CL A · 30744W107LONG3,779,409$65.3 million
11MICROSOFT CORPCOM · 594918104LONG1,097,135$223.3 million
12MONGODB INCCL A · 60937P106LONG452,000$102.3 million
13OKTA INCCL A · 679295105LONG250,000$50.1 million
14PDD HOLDINGS INCSPONSORED ADS · 722304102LONG8,690,000$746.0 million
15RANPAK HOLDINGS CORPCOM CL A · 75321W103LONG1,000,000$7.4 million
16SALESFORCE INCCOM · 79466L302LONG3,153,823$590.8 million
17SEA LTDSPONSORED ADS · 81141R100LONG223,000$23.9 million
18STITCH FIX INCCOM CL A · 860897107LONG250,000$6.2 million
19TRIVAGO N VSPON ADS A SHS · 89686D105LONG5,290,428$10.4 million
20UBER TECHNOLOGIES INCCOM · 90353T100LONG28,911,000$898.6 million
21UNITED AIRLS HLDGS INCCOM · 910047109LONG4,803,279$166.2 million
22VROOM INCCOM · 92918V109LONG799,281$41.7 million
23ZOOM VIDEO COMMUNICATIONS INCL A · 98980L101LONG80,000$20.3 million