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MENLO PARK, CA · CIK 0001541617
New positions
9
Added to
3
Trimmed
9
Exited
8
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $13.29B across 33 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 85.5% 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 | $6.03B | 45.39% | -22.6% |
| 2 | METAFACEBOOK INC | $1.31B | 9.82% | - |
| 3 | UBERUBER TECHNOLOGIES INC | $1.23B | 9.24% | -13.8% |
| 4 | PTONPELOTON INTERACTIVE INC | $644.90M | 4.85% | +511.8% |
| 5 | 8QRCONFLUENT INC | $480.72M | 3.62% | New |
| 6 | MSFTMICROSOFT CORP | $477.63M | 3.59% | - |
| 7 | ZMZOOM VIDEO COMMUNICATIONS INC | $348.33M | 2.62% | +30.4% |
| 8 | PATHUIPATH INC | $296.82M | 2.23% | New |
| 9 | SHOPSHOPIFY INC | $292.20M | 2.20% | +99.1% |
| 10 | BABAALIBABA GROUP HLDG LTD | $261.25M | 1.97% | -8.0% |
| Stock | Value | Shares |
|---|---|---|
| 8QRCONFLUENT INC | $480.72M | 10,120,374 |
| PATHUIPATH INC | $296.82M | 4,369,487 |
| SOFISOFI TECHNOLOGIES INC | $47.92M | 2,500,000 |
| CCCCCC INTELLIGENT SOLUTIONS HOLDINGS INC | $34.86M | 3,500,000 |
| MEHCQ23ANDMEE HOLDING CO | $31.80M | 2,720,243 |
| MNDYMONDAY COM LTD | $22.36M | 100,000 |
| DVDOUBLEVERIFY HLDINGS INC | $12.70M | 300,000 |
| PAYOPAYONEER GLOBAL INC | $10.37M | 1,000,000 |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC | $1.41M | 700,000 |
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