← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2021-03-31 · Filed 2021-05-17 · Accession 0001541617-21-000003
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AIRBNB INC | COM CL A · 009066101 | LONG | 198,320 | $37.3 million |
| 2 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 1,252,000 | $283.9 million |
| 3 | ALTIMETER GROWTH CORP | UNIT 99/99/999 · G0370L124 | LONG | 10,000 | $122,000 |
| 4 | Amazon.com | COM · 023135106 | LONG | 25,045 | $77.5 million |
| 5 | APPLE INC | COM · 037833100 | LONG | 424,500 | $51.9 million |
| 6 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 10,702 | $24.9 million |
| 7 | BUMBLE INC | COM CL A · 12047B105 | LONG | 1,050,000 | $65.5 million |
| 8 | COUPA SOFTWARE INC | COM · 22266L106 | LONG | 150,000 | $38.2 million |
| 9 | COUPANG INC | CL A · 22266T109 | LONG | 2,642,857 | $130.4 million |
| 10 | CROWDSTRIKE HLDGS INC | CL A · 22788C105 | LONG | 970,000 | $177.0 million |
| 11 | DIGITALOCEAN HLDGS INC | COM · 25402D102 | LONG | 650,000 | $27.4 million |
| 12 | DRAGONEER GROWTH OPPORTUN CO | COM CL A · G28302100 | LONG | 3,500,000 | $35.5 million |
| 13 | DRAGONEER GROWTH OPPRTUN CO | W EXP 08/18/202 · G28302118 | LONG | 700,000 | $1.1 million |
| 14 | EXPEDIA GROUP INC | COM NEW · 30212P303 | LONG | 2,513,568 | $432.6 million |
| 15 | META PLATFORMS INC | CL A · 30303M102 | LONG | 3,753,400 | $1.11 billion |
| 16 | FARFETCH LTD | ORD SH CL A · 30744W107 | LONG | 4,379,409 | $232.2 million |
| 17 | MICROSOFT CORP | COM · 594918104 | LONG | 1,763,135 | $415.7 million |
| 18 | OKTA INC | CL A · 679295105 | LONG | 550,000 | $121.2 million |
| 19 | OSCAR HEALTH INC | CL A · 687793109 | LONG | 450,000 | $12.1 million |
| 20 | PELOTON INTERACTIVE INC | CL A COM · 70614W100 | LONG | 850,000 | $95.6 million |
| 21 | PDD HOLDINGS INC | SPONSORED ADS · 722304102 | LONG | 572,000 | $76.6 million |
| 22 | QUALTRICS INTL INC | COM CL A · 747601201 | LONG | 1,000,000 | $32.9 million |
| 23 | ROBLOX CORP | CL A · 771049103 | LONG | 2,777,777 | $180.1 million |
| 24 | SALESFORCE INC | COM · 79466L302 | LONG | 1,454,989 | $308.3 million |
| 25 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 500,000 | $111.6 million |
| 26 | SHOPIFY INC | CL A · 82509L107 | LONG | 100,475 | $111.2 million |
| 27 | SNOWFLAKE INC | CL A · 833445109 | LONG | 32,221,080 | $7.39 billion |
| 28 | SQUARE INC | CL A · 852234103 | LONG | 200,000 | $45.4 million |
| 29 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 28,411,000 | $1.55 billion |
| 30 | UNITED AIRLS HLDGS INC | COM · 910047109 | LONG | 4,151,279 | $238.9 million |
| 31 | UNITY SOFTWARE INC | COM · 91332U101 | LONG | 3,546,543 | $355.8 million |
| 32 | ZOOM VIDEO COMMUNICATIONS IN | CL A · 98980L101 | LONG | 690,250 | $221.8 million |