Altimeter Capital Management as of Sept. 30, 2020
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 27 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 18.1 | $1.1B | 29M | 36.48 | |
| Facebook Cl A (META) | 16.6 | $983M | 3.8M | 261.90 | |
| salesforce (CRM) | 12.6 | $746M | 3.0M | 251.32 | |
| Pinduoduo Sponsored Ads (PDD) | 10.9 | $644M | 8.7M | 74.15 | |
| Expedia (EXPE) | 8.2 | $488M | 5.3M | 91.69 | |
| Unity Software (U) | 5.6 | $331M | 3.8M | 87.28 | |
| Microsoft Corporation (MSFT) | 4.7 | $277M | 1.3M | 210.33 | |
| Booking Holdings (BKNG) | 3.9 | $233M | 136k | 1710.68 | |
| Hldgs (UAL) | 2.8 | $167M | 4.8M | 34.75 | |
| Crowdstrike Hlds Cl A (CRWD) | 2.2 | $133M | 970k | 137.32 | |
| Snowflake Cl A (SNOW) | 1.8 | $105M | 420k | 251.00 | |
| Mongodb Cl A (MDB) | 1.8 | $105M | 452k | 231.51 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.6 | $95M | 3.8M | 25.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $87M | 294k | 293.98 | |
| Amazon (AMZN) | 1.3 | $79M | 25k | 3148.73 | |
| Okta Cl A (OKTA) | 1.0 | $59M | 275k | 213.85 | |
| Shopify Cl A (SHOP) | 0.8 | $50M | 49k | 1022.98 | |
| Dynatrace (DT) | 0.8 | $45M | 1.1M | 41.02 | |
| Dragoneer Growth Opprtun Unit | 0.7 | $43M | 3.5M | 12.25 | |
| Vroom | 0.7 | $39M | 757k | 51.78 | |
| Zoom Video Communications Cl A (ZM) | 0.6 | $38M | 80k | 470.11 | |
| Sea Sponsored Ads (SE) | 0.6 | $34M | 223k | 154.04 | |
| Datadog Cl A Com (DDOG) | 0.6 | $34M | 336k | 102.16 | |
| Angi Homeservices Com Cl A (ANGI) | 0.2 | $9.9M | 890k | 11.10 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 0.2 | $9.5M | 1.0M | 9.52 | |
| Trivago Nv Spon Ads A Shs | 0.1 | $8.2M | 5.3M | 1.55 | |
| Stitch Fix Com Cl A (SFIX) | 0.1 | $6.8M | 250k | 27.13 |
