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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$13.98B
Positions
32
New
8
Increased
10
Decreased
6
Sold Out
5
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $13.98B across 32 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). The top 10 positions account for 88.0% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $7.39B | 52.83% | +239.5% |
| 2 | UBERUBER TECHNOLOGIES INC | $1.55B | 11.07% | - |
| 3 | METAFACEBOOK INC | $1.11B | 7.91% | - |
| 4 | EXPEEXPEDIA GROUP INC | $432.63M | 3.09% | -37.6% |
| 5 | MSFTMICROSOFT CORP | $415.69M | 2.97% | +14.6% |
| 6 | UUNITY SOFTWARE INC | $355.75M | 2.54% | -6.6% |
| 7 | CRMSALESFORCE.COM INC | $308.27M | 2.20% | -51.0% |
| 8 | BABAALIBABA GROUP HLDG LTD | $283.87M | 2.03% | +13.8% |
| 9 | UALUNITED AIRLINES HLDGS INC | $238.87M | 1.71% | -13.6% |
| 10 | FTCHQFARFETCH LTD | $232.20M | 1.66% | +15.9% |
| Stock | Value | Shares |
|---|---|---|
| RBLXROBLOX CORP | $180.08M | 2,777,777 |
| CPNGCOUPANG INC | $130.43M | 2,642,857 |
| PTONPELOTON INTERACTIVE INC | $95.57M | 850,000 |
| BMBLBUMBLE INC | $65.50M | 1,050,000 |
| AAPLAPPLE INC | $51.85M | 424,500 |
| XM1EURQUALTRICS INTL INC | $32.91M | 1,000,000 |
| DOCNDIGITALOCEAN HLDGS INC | $27.39M | 650,000 |
| OSCROSCAR HEALTH INC | $12.10M | 450,000 |
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