Altimeter Capital Management as of Dec. 31, 2021
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 25 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Snowflake Cl A (SNOW) | 54.8 | $5.8B | 17M | 338.75 | |
| Meta Platforms Cl A (META) | 7.5 | $790M | 2.4M | 336.35 | |
| Microsoft Corporation (MSFT) | 5.6 | $593M | 1.8M | 336.32 | |
| Grab Holdings Class A Ord | 5.1 | $535M | 75M | 7.13 | |
| Uber Technologies (UBER) | 4.6 | $482M | 12M | 41.93 | |
| Unity Software (U) | 2.9 | $300M | 2.1M | 142.99 | |
| Roblox Corp Cl A (RBLX) | 2.8 | $294M | 2.9M | 103.16 | |
| Sea Sponsored Ads (SE) | 2.7 | $280M | 1.3M | 223.71 | |
| Shopify Cl A (SHOP) | 2.6 | $276M | 200k | 1377.39 | |
| Confluent Class A Com (CFLT) | 2.1 | $225M | 3.0M | 76.24 | |
| Opendoor Technologies (OPEN) | 1.9 | $201M | 14M | 14.61 | |
| Crowdstrike Hlds Cl A (CRWD) | 1.9 | $199M | 970k | 204.75 | |
| Mongodb Cl A (MDB) | 1.3 | $132M | 250k | 529.35 | |
| Uipath Cl A (PATH) | 1.2 | $130M | 3.0M | 43.13 | |
| Okta Cl A (OKTA) | 1.1 | $118M | 525k | 224.17 | |
| Gitlab Class A Com (GTLB) | 0.8 | $84M | 350k | 238.93 | |
| Samsara Com Cl A (IOT) | 0.2 | $23M | 800k | 28.11 | |
| Hashicorp Com Cl A (HCP) | 0.2 | $21M | 225k | 91.04 | |
| Toast Cl A (TOST) | 0.2 | $17M | 500k | 34.71 | |
| Braze Com Cl A (BRZE) | 0.1 | $15M | 200k | 77.16 | |
| Pinduoduo Sponsored Ads (PDD) | 0.1 | $12M | 200k | 58.30 | |
| 23andme Holding Class A Com (ME) | 0.1 | $9.4M | 1.7M | 5.69 | |
| Cazoo Group | 0.1 | $9.0M | 1.5M | 6.03 | |
| Grab Holdings W Exp 12/1/202 | 0.1 | $7.4M | 3.5M | 2.11 | |
| Cvent Holding Corp Common Stock | 0.1 | $6.5M | 800k | 8.17 |
