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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$4.38B
Positions
15
New
1
Increased
4
Decreased
3
Sold Out
6
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $4.38B across 15 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 99.1% of the portfolio.
Top 15 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $2.36B | 54.01% | +1371.2% |
| 2 | MSFTMICROSOFT CORP | $452.83M | 10.35% | - |
| 3 | METAMETA PLATFORMS INC | $396.48M | 9.06% | +4.6% |
| 4 | 8QRCONFLUENT INC | $335.96M | 7.68% | +172.4% |
| 5 | UBERUBER TECHNOLOGIES INC | $318.72M | 7.28% | -49.4% |
| 6 | GRAB HOLDINGS LIMITED | $129.69M | 2.96% | - |
| 7 | OPENOPENDOOR TECHNOLOGIES INC | $125.88M | 2.88% | +41.7% |
| 8 | RBLXROBLOX CORP | $93.65M | 2.14% | New |
| 9 | MDBMONGODB INC | $69.50M | 1.59% | -13.0% |
| 10 | GTLBGITLAB INC | $51.08M | 1.17% | - |
| Stock | Value | Shares |
|---|---|---|
| RBLXROBLOX CORP | $93.65M | 2,850,000 |
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