← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2020-09-30 · Filed 2020-11-16 · Accession 0001104659-20-125814
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 294,350 | $86.5 million |
| 2 | Amazon.com | COM · 023135106 | LONG | 25,045 | $78.9 million |
| 3 | ANGI HOMESERVICES INC | COM CL A · 00183L102 | LONG | 890,000 | $9.9 million |
| 4 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 136,402 | $233.3 million |
| 5 | CROWDSTRIKE HLDGS INC | CL A · 22788C105 | LONG | 970,000 | $133.2 million |
| 6 | DATADOG INC | CL A COM · 23804L103 | LONG | 336,123 | $34.3 million |
| 7 | DRAGONEER GROWTH OPPRTUN CO | UNIT · G28302126 | LONG | 3,500,000 | $42.9 million |
| 8 | DYNATRACE INC | COM · 268150109 | LONG | 1,100,000 | $45.1 million |
| 9 | EXPEDIA GROUP INC | COM · 30212P303 | LONG | 5,319,216 | $487.7 million |
| 10 | META PLATFORMS INC | CL A · 30303M102 | LONG | 3,753,400 | $983.0 million |
| 11 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 3,779,409 | $95.1 million |
| 12 | MICROSOFT CORP | COM · 594918104 | LONG | 1,315,135 | $276.6 million |
| 13 | MONGODB INC | CL A · 60937P106 | LONG | 452,000 | $104.6 million |
| 14 | OKTA INC | CL A · 679295105 | LONG | 275,000 | $58.8 million |
| 15 | PDD HOLDINGS INC | SPONSORED ADS · 722304102 | LONG | 8,690,000 | $644.4 million |
| 16 | RANPAK HOLDINGS CORP | COM CL A · 75321W103 | LONG | 1,000,000 | $9.5 million |
| 17 | SALESFORCE INC | COM · 79466L302 | LONG | 2,966,723 | $745.6 million |
| 18 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 223,000 | $34.4 million |
| 19 | SHOPIFY INC | CL A · 82509L107 | LONG | 49,000 | $50.1 million |
| 20 | SNOWFLAKE INC | CL A · 833445109 | LONG | 420,000 | $105.4 million |
| 21 | STITCH FIX INC | COM CL A · 860897107 | LONG | 250,000 | $6.8 million |
| 22 | TRIVAGO N V | SPON ADS A SHS · 89686D105 | LONG | 5,290,428 | $8.2 million |
| 23 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 29,411,000 | $1.07 billion |
| 24 | UNITED AIRLS HLDGS INC | COM · 910047109 | LONG | 4,803,279 | $166.9 million |
| 25 | UNITY SOFTWARE INC | COM · 91332U101 | LONG | 3,796,544 | $331.4 million |
| 26 | VROOM INC | COM · 92918V109 | LONG | 757,266 | $39.2 million |
| 27 | ZOOM VIDEO COMMUNICATIONS IN | CL A · 98980L101 | LONG | 80,000 | $37.6 million |