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MENLO PARK, CA · CIK 0001541617
New positions
8
Added to
7
Trimmed
5
Exited
6
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $10.81B across 29 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 86.7% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $2.67B | 24.71% | +2159.9% |
| 2 | PDDPINDUODUO INC | $1.54B | 14.29% | - |
| 3 | UBERUBER TECHNOLOGIES INC | $1.45B | 13.41% | -3.4% |
| 4 | METAFACEBOOK INC | $1.03B | 9.49% | - |
| 5 | CRMSALESFORCE.COM INC | $660.18M | 6.11% | - |
| 6 | UUNITY SOFTWARE INC | $582.66M | 5.39% | - |
| 7 | EXPEEXPEDIA GROUP INC | $533.07M | 4.93% | -24.3% |
| 8 | MSFTMICROSOFT CORP | $342.11M | 3.17% | +17.0% |
| 9 | BKNGBOOKING HLDGS INC | $303.80M | 2.81% | - |
| 10 | BABAALIBABA GROUP HLDG LTD | $256.00M | 2.37% | +273.7% |
| Stock | Value | Shares |
|---|---|---|
| OPENOPENDOOR TECHNOLOGIES INC | $90.92M | 4,000,000 |
| DRAGONEER GROWTH OPPRTUN CO | $46.45M | 3,500,000 |
| COUPEURCOUPA SOFTWARE INC | $44.06M | 130,000 |
| ABNBAIRBNB INC | $29.11M | 198,320 |
| DASHDOORDASH INC | $28.55M | 200,000 |
| XYZSQUARE INC | $5.44M | 25,000 |
| DRAGONEER GROWTH OPPRTUN CO | $3.00M | 700,000 |
| ALTIMETER GROWTH CORP | $130.00K | 10,000 |
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