← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2023-03-31 · Filed 2023-05-16 · Accession 0001541617-23-000007
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | CONFLUENT INC | CLASS A COM · 20717M103 | LONG | 14,491,817 | $348.8 million |
| 2 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 1,134,900 | $117.7 million |
| 3 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $2.0 million |
| 4 | GITLAB INC | CLASS A COM · 37637K108 | LONG | 611,206 | $21.0 million |
| 5 | META PLATFORMS INC | CL A · 30303M102 | LONG | 2,227,876 | $472.2 million |
| 6 | MICROSOFT CORP | COM · 594918104 | LONG | 1,533,135 | $442.0 million |
| 7 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 740,570 | $205.7 million |
| 8 | OKTA INC | CL A · 679295105 | LONG | 250,000 | $21.6 million |
| 9 | ROBLOX CORP | CL A · 771049103 | LONG | 2,850,000 | $128.2 million |
| 10 | SNOWFLAKE INC | CL A · 833445109 | LONG | 15,369,459 | $2.37 billion |
| 11 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 13,336,600 | $422.8 million |