Altimeter Capital Management, LP
BOSTON, MA · CIK 0001541617
Portfolio Value: $12.48B
Positions: 31
Period: 2021-09-30
Filed: 2021-11-15
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Portfolio Value
$12.48B
Positions
31
New
6
Increased
4
Decreased
4
Sold Out
112
Altimeter Capital Management, LP Q3 2021 13F Filing Summary
Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $12.48B across 31 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). Top holdings include SNOW ($6.36B), META ($1.27B), UBER ($1.10B). The top 10 positions account for 88.3% of the portfolio. This quarter saw 6 new positions, 4 increases, 4 reductions, 112 complete exits. Notable new buys: MNDY ($32.62M), TOST ($24.98M), DUOL ($20.80M). Notable exits: UNTC, SOFI, PAYO.
All Holdings
Position Changes
| Stock | Value | Shares |
|---|---|---|
MNDYMONDAY COM LTD | $32.62M | 100,000 |
TOSTTOAST INC | $24.98M | 500,000 |
DUOLDUOLINGO INC | $20.80M | 125,000 |
CAZOO GROUP LTD | $11.65M | 1,500,000 |
MONEYLION INC | $6.77M | 1,000,000 |
THCHALTIMETER GROWTH CORP | $102.00K | 10,000 |