← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2020-12-31 · Filed 2021-02-16 · Accession 0001104659-21-024216
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AIRBNB INC | COM CL A · 009066101 | LONG | 198,320 | $29.1 million |
| 2 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 1,100,000 | $256.0 million |
| 3 | ALTIMETER GROWTH CORP | UNIT 99/99/999 · G0370L124 | LONG | 10,000 | $130,000 |
| 4 | Amazon.com | COM · 023135106 | LONG | 25,045 | $81.6 million |
| 5 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 136,402 | $303.8 million |
| 6 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 130,000 | $44.1 million |
| 7 | CROWDSTRIKE HLDGS INC | CL A · 22788C105 | LONG | 970,000 | $205.5 million |
| 8 | DATADOG INC | CL A COM · 23804L103 | LONG | 50,000 | $4.9 million |
| 9 | DOORDASH INC | CL A · 25809K105 | LONG | 200,000 | $28.6 million |
| 10 | DRAGONEER GROWTH OPPORTUN CO | COM CL A · G28302100 | LONG | 3,500,000 | $46.4 million |
| 11 | DRAGONEER GROWTH OPPRTUN CO | *W EXP 08/18/202 · G28302118 | LONG | 700,000 | $3.0 million |
| 12 | DYNATRACE INC | COM NEW · 268150109 | LONG | 700,000 | $30.3 million |
| 13 | EXPEDIA GROUP INC | COM NEW · 30212P303 | LONG | 4,026,185 | $533.1 million |
| 14 | META PLATFORMS INC | CL A · 30303M102 | LONG | 3,753,400 | $1.03 billion |
| 15 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 3,779,409 | $241.2 million |
| 16 | MICROSOFT CORP | COM · 594918104 | LONG | 1,538,135 | $342.1 million |
| 17 | MONGODB INC | CL A · 60937P106 | LONG | 422,000 | $151.5 million |
| 18 | OKTA INC | CL A · 679295105 | LONG | 325,000 | $82.6 million |
| 19 | OPENDOOR TECHNOLOGIES INC | COM · 683712103 | LONG | 4,000,000 | $90.9 million |
| 20 | PDD HOLDINGS INC | SPONSORED ADS · 722304102 | LONG | 8,690,000 | $1.54 billion |
| 21 | SALESFORCE INC | COM · 79466L302 | LONG | 2,966,723 | $660.2 million |
| 22 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 248,000 | $49.4 million |
| 23 | SHOPIFY INC | CL A · 82509L107 | LONG | 73,475 | $83.2 million |
| 24 | SNOWFLAKE INC | CL A · 833445109 | LONG | 9,491,575 | $2.67 billion |
| 25 | SQUARE INC | CL A · 852234103 | LONG | 25,000 | $5.4 million |
| 26 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 28,411,000 | $1.45 billion |
| 27 | UNITED AIRLS HLDGS INC | COM · 910047109 | LONG | 4,803,279 | $207.7 million |
| 28 | UNITY SOFTWARE INC | COM · 91332U101 | LONG | 3,796,544 | $582.7 million |
| 29 | ZOOM VIDEO COMMUNICATIONS IN | CL A · 98980L101 | LONG | 165,250 | $55.7 million |