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MENLO PARK, CA · CIK 0001541617
New positions
2
Added to
8
Trimmed
4
Exited
7
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $7.81B across 20 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 93.8% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TOSTTOAST INC | $3.93B | 50.33% | +3508.4% |
| 2 | UBERUBER TECHNOLOGIES INC | $1.19B | 15.27% | +167.5% |
| 3 | MSFTMICROSOFT CORP | $543.59M | 6.96% | - |
| 4 | METAMETA PLATFORMS INC | $522.55M | 6.69% | - |
| 5 | UUNITY SOFTWARE INC | $300.02M | 3.84% | - |
| 6 | 8QRCONFLUENT INC | $217.57M | 2.78% | +79.9% |
| 7 | GRAB HOLDINGS LIMITED | $179.41M | 2.30% | -31.7% |
| 8 | OPENOPENDOOR TECHNOLOGIES INC | $163.19M | 2.09% | +37.2% |
| 9 | SNOWSNOWFLAKE INC | $138.43M | 1.77% | -93.2% |
| 10 | MDBMONGODB INC | $136.63M | 1.75% | +23.2% |
| Stock | Value | Shares |
|---|---|---|
| UALUNITED AIRLS HLDGS INC | $115.17M | 2,750,000 |
| EXPEEXPEDIA GROUP INC | $54.79M | 280,000 |
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