Altimeter Capital Management as of Dec. 31, 2020
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 29 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snowflake Cl A (SNOW) | 24.7 | $2.7B | 9.5M | 281.40 | |
| Pinduoduo Sponsored Ads (PDD) | 14.3 | $1.5B | 8.7M | 177.67 | |
| Uber Technologies (UBER) | 13.4 | $1.4B | 28M | 51.00 | |
| Facebook Cl A (META) | 9.5 | $1.0B | 3.8M | 273.16 | |
| salesforce (CRM) | 6.1 | $660M | 3.0M | 222.53 | |
| Unity Software (U) | 5.4 | $583M | 3.8M | 153.47 | |
| Expedia Group Com New (EXPE) | 4.9 | $533M | 4.0M | 132.40 | |
| Microsoft Corporation (MSFT) | 3.2 | $342M | 1.5M | 222.42 | |
| Booking Holdings (BKNG) | 2.8 | $304M | 136k | 2227.27 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.4 | $256M | 1.1M | 232.73 | |
| Farfetch Ord Sh Cl A (FTCHF) | 2.2 | $241M | 3.8M | 63.81 | |
| Hldgs (UAL) | 1.9 | $208M | 4.8M | 43.25 | |
| Crowdstrike Hlds Cl A (CRWD) | 1.9 | $206M | 970k | 211.82 | |
| Mongodb Cl A (MDB) | 1.4 | $152M | 422k | 359.04 | |
| Opendoor Technologies (OPEN) | 0.8 | $91M | 4.0M | 22.73 | |
| Shopify Cl A (SHOP) | 0.8 | $83M | 74k | 1131.95 | |
| Okta Cl A (OKTA) | 0.8 | $83M | 325k | 254.26 | |
| Amazon (AMZN) | 0.8 | $82M | 25k | 3256.94 | |
| Zoom Video Communications Cl A (ZM) | 0.5 | $56M | 165k | 337.32 | |
| Sea Sponsored Ads (SE) | 0.5 | $49M | 248k | 199.05 | |
| Dragoneer Growth Opprtun Com Cl A | 0.4 | $46M | 3.5M | 13.27 | |
| Coupa Software | 0.4 | $44M | 130k | 338.91 | |
| Dynatrace Com New (DT) | 0.3 | $30M | 700k | 43.27 | |
| Airbnb Com Cl A (ABNB) | 0.3 | $29M | 198k | 146.80 | |
| Doordash Cl A (DASH) | 0.3 | $29M | 200k | 142.75 | |
| Square Cl A (SQ) | 0.1 | $5.4M | 25k | 217.64 | |
| Datadog Cl A Com (DDOG) | 0.0 | $4.9M | 50k | 98.44 | |
| Dragoneer Growth Opprtun *w Exp 08/18/202 | 0.0 | $3.0M | 700k | 4.28 | |
| Altimeter Growth Corp Unit 99/99/999 | 0.0 | $130k | 10k | 13.00 |
