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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$12.48B
Positions
31
New
7
Increased
3
Decreased
4
Sold Out
9
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $12.48B across 31 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). The top 10 positions account for 88.3% 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 | $6.36B | 50.97% | -15.7% |
| 2 | METAFACEBOOK INC | $1.27B | 10.21% | - |
| 3 | UBERUBER TECHNOLOGIES INC | $1.10B | 8.79% | - |
| 4 | MSFTMICROSOFT CORP | $497.06M | 3.98% | - |
| 5 | PTONPELOTON INTERACTIVE INC | $491.83M | 3.94% | +8.7% |
| 6 | OPENOPENDOOR TECHNOLOGIES INC | $275.10M | 2.20% | New |
| 7 | SHOPSHOPIFY INC | $271.16M | 2.17% | - |
| 8 | UUNITY SOFTWARE INC | $264.89M | 2.12% | - |
| 9 | ZMZOOM VIDEO COMMUNICATIONS IN | $248.43M | 1.99% | +5.6% |
| 10 | CRWDCROWDSTRIKE HLDS INC | $238.41M | 1.91% | - |
| Stock | Value | Shares |
|---|---|---|
| OPENOPENDOOR TECHNOLOGIES INC | $275.10M | 13,400,000 |
| MONDAY 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 |
| ALTIMETER GROWTH CORP | $102.00K | 10,000 |
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