Altimeter Capital Management

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