Altimeter Capital Management as of Sept. 30, 2021
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 31 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snowflake Cl A (SNOW) | 51.0 | $6.4B | 21M | 302.43 | |
| Facebook Cl A (META) | 10.2 | $1.3B | 3.8M | 339.39 | |
| Uber Technologies (UBER) | 8.8 | $1.1B | 25M | 44.80 | |
| Microsoft Corporation (MSFT) | 4.0 | $497M | 1.8M | 281.92 | |
| Peloton Interactive Cl A Com (PTON) | 3.9 | $492M | 5.7M | 87.05 | |
| Opendoor Technologies (OPEN) | 2.2 | $275M | 13M | 20.53 | |
| Shopify Cl A (SHOP) | 2.2 | $271M | 200k | 1355.78 | |
| Unity Software (U) | 2.1 | $265M | 2.1M | 126.25 | |
| Zoom Video Communications In Cl A (ZM) | 2.0 | $248M | 950k | 261.50 | |
| Crowdstrike Hlds Cl A (CRWD) | 1.9 | $238M | 970k | 245.78 | |
| Roblox Corp Cl A (RBLX) | 1.7 | $215M | 2.9M | 75.55 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $171M | 1.2M | 148.05 | |
| Uipath Cl A (PATH) | 1.3 | $158M | 3.0M | 52.61 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 1.1 | $142M | 3.8M | 37.48 | |
| Okta Cl A (OKTA) | 1.0 | $125M | 525k | 237.34 | |
| Confluent Class A Com (CFLT) | 0.8 | $103M | 1.7M | 59.65 | |
| Sea Sponsored Ads (SE) | 0.8 | $96M | 300k | 318.73 | |
| Amazon (AMZN) | 0.7 | $82M | 25k | 3285.21 | |
| Coupang Cl A (CPNG) | 0.6 | $74M | 2.6M | 27.85 | |
| Bumble Com Cl A (BMBL) | 0.4 | $53M | 1.1M | 49.98 | |
| Pinduoduo Sponsored Ads (PDD) | 0.4 | $52M | 572k | 90.67 | |
| Qualtrics Intl Com Cl A | 0.3 | $43M | 1.0M | 42.74 | |
| Monday SHS | 0.3 | $33M | 100k | 326.20 | |
| Booking Holdings (BKNG) | 0.2 | $25M | 11k | 2373.86 | |
| Toast Cl A (TOST) | 0.2 | $25M | 500k | 49.95 | |
| 23andme Holding Class A Com (ME) | 0.2 | $25M | 2.7M | 9.06 | |
| Duolingo Cl A Com (DUOL) | 0.2 | $21M | 125k | 166.36 | |
| Cazoo Group | 0.1 | $12M | 1.5M | 7.77 | |
| Moneylion Cl A | 0.1 | $6.8M | 1.0M | 6.77 | |
| Ccc Intelligent Solutions Holdings Com Cl A (CCCS) | 0.0 | $3.4M | 325k | 10.51 | |
| Altimeter Growth Corp Cl A | 0.0 | $102k | 10k | 10.20 |
