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MENLO PARK, CA · CIK 0001541617
New positions
4
Added to
6
Trimmed
2
Exited
0
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $5.92B across 27 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). The top 10 positions account for 85.7% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | $1.07B | 18.12% | +1.7% |
| 2 | METAFACEBOOK INC | $983.01M | 16.60% | - |
| 3 | CRMSALESFORCE.COM INC | $745.60M | 12.59% | -5.9% |
| 4 | PDDPINDUODUO INC | $644.36M | 10.88% | - |
| 5 | EXPEEXPEDIA GROUP INC | $487.72M | 8.24% | - |
| 6 | UUNITY SOFTWARE INC | $331.36M | 5.60% | New |
| 7 | MSFTMICROSOFT CORP | $276.61M | 4.67% | +19.9% |
| 8 | BKNGBOOKING HLDGS INC | $233.34M | 3.94% | - |
| 9 | UALUNITED AIRLINES HLDGS INC | $166.91M | 2.82% | - |
| 10 | CRWDCROWDSTRIKE HLDS INC | $133.20M | 2.25% | +11.5% |
| Stock | Value | Shares |
|---|---|---|
| UUNITY SOFTWARE INC | $331.36M | 3,796,544 |
| SNOWSNOWFLAKE INC | $105.42M | 420,000 |
| SHOPSHOPIFY INC | $50.13M | 49,000 |
| DRAGONEER GROWTH OPPRTUN CO | $42.88M | 3,500,000 |
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