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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$10.52B
Positions
25
New
7
Increased
5
Decreased
5
Sold Out
13
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $10.52B across 25 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 90.7% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $5.76B | 54.77% | -19.2% |
| 2 | METAMETA PLATFORMS INC | $790.42M | 7.52% | -37.4% |
| 3 | MSFTMICROSOFT CORP | $592.98M | 5.64% | - |
| 4 | GRAB HOLDINGS LIMITED | $534.88M | 5.09% | +750086.0% |
| 5 | UBERUBER TECHNOLOGIES INC | $482.19M | 4.59% | -53.1% |
| 6 | UUNITY SOFTWARE INC | $300.02M | 2.85% | - |
| 7 | RBLXROBLOX CORP | $294.01M | 2.80% | - |
| 8 | SESEA LTD | $279.64M | 2.66% | +316.7% |
| 9 | SHOPSHOPIFY INC | $275.48M | 2.62% | - |
| 10 | 8QRCONFLUENT INC | $224.91M | 2.14% | +71.0% |
| Stock | Value | Shares |
|---|---|---|
| MDBMONGODB INC | $132.34M | 250,000 |
| GTLBGITLAB INC | $83.63M | 350,000 |
| IOTSAMSARA INC | $22.49M | 800,000 |
| HCP2EURHASHICORP INC | $20.48M | 225,000 |
| BRZEBRAZE INC | $15.43M | 200,000 |
| GRAB HOLDINGS LIMITED | $7.39M | 3,502,000 |
| CVENT HOLDING CORP | $6.54M | 800,000 |
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