Altimeter Capital Management as of March 31, 2021
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 32 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snowflake Cl A (SNOW) | 52.8 | $7.4B | 32M | 229.28 | |
| Uber Technologies (UBER) | 11.1 | $1.5B | 28M | 54.51 | |
| Facebook Cl A (META) | 7.9 | $1.1B | 3.8M | 294.53 | |
| Expedia Group Com New (EXPE) | 3.1 | $433M | 2.5M | 172.12 | |
| Microsoft Corporation (MSFT) | 3.0 | $416M | 1.8M | 235.77 | |
| Unity Software (U) | 2.5 | $356M | 3.5M | 100.31 | |
| salesforce (CRM) | 2.2 | $308M | 1.5M | 211.87 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.0 | $284M | 1.3M | 226.73 | |
| Hldgs (UAL) | 1.7 | $239M | 4.2M | 57.54 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.7 | $232M | 4.4M | 53.02 | |
| Zoom Video Communications Cl A (ZM) | 1.6 | $222M | 690k | 321.29 | |
| Roblox Corp Cl A (RBLX) | 1.3 | $180M | 2.8M | 64.83 | |
| Crowdstrike Hlds Cl A (CRWD) | 1.3 | $177M | 970k | 182.51 | |
| Coupang Cl A (CPNG) | 0.9 | $130M | 2.6M | 49.35 | |
| Okta Cl A (OKTA) | 0.9 | $121M | 550k | 220.43 | |
| Sea Sponsored Ads (SE) | 0.8 | $112M | 500k | 223.23 | |
| Shopify Cl A (SHOP) | 0.8 | $111M | 101k | 1106.50 | |
| Peloton Interactive Cl A Com (PTON) | 0.7 | $96M | 850k | 112.44 | |
| Amazon (AMZN) | 0.6 | $78M | 25k | 3094.07 | |
| Pinduoduo Sponsored Ads (PDD) | 0.5 | $77M | 572k | 133.88 | |
| Bumble Com Cl A (BMBL) | 0.5 | $66M | 1.1M | 62.38 | |
| Apple (AAPL) | 0.4 | $52M | 425k | 122.15 | |
| Square Cl A (SQ) | 0.3 | $45M | 200k | 227.05 | |
| Coupa Software | 0.3 | $38M | 150k | 254.48 | |
| Airbnb Com Cl A (ABNB) | 0.3 | $37M | 198k | 187.94 | |
| Dragoneer Growth Opprtun Com Cl A | 0.3 | $36M | 3.5M | 10.15 | |
| Qualtrics Intl Com Cl A | 0.2 | $33M | 1.0M | 32.91 | |
| Digitalocean Hldgs (DOCN) | 0.2 | $27M | 650k | 42.13 | |
| Booking Holdings (BKNG) | 0.2 | $25M | 11k | 2329.84 | |
| Oscar Health Cl A (OSCR) | 0.1 | $12M | 450k | 26.88 | |
| Dragoneer Growth Opprtun W Exp 08/18/202 | 0.0 | $1.1M | 700k | 1.59 | |
| Altimeter Growth Corp Unit 99/99/999 | 0.0 | $122k | 10k | 12.20 |
