Altimeter Capital Management as of March 31, 2022
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 20 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Toast Cl A (TOST) | 50.5 | $4.1B | 18M | 229.13 | |
Uber Technologies (UBER) | 17.4 | $1.4B | 31M | 46.36 | |
Microsoft Corporation (MSFT) | 6.6 | $544M | 1.8M | 308.31 | |
Meta Platforms Cl A (META) | 6.4 | $523M | 2.4M | 222.36 | |
Unity Software (U) | 3.7 | $300M | 2.1M | 142.99 | |
Confluent Class A Com (CFLT) | 2.7 | $218M | 5.3M | 41.00 | |
Grab Holdings Class A Ord | 2.2 | $179M | 51M | 3.50 | |
Opendoor Technologies (OPEN) | 2.0 | $163M | 19M | 8.65 | |
Snowflake Cl A (SNOW) | 1.7 | $138M | 1.2M | 119.79 | |
Mongodb Cl A (MDB) | 1.7 | $137M | 308k | 443.59 | |
Sea Sponsored Ads (SE) | 1.6 | $132M | 2.9M | 46.24 | |
Uipath Cl A (PATH) | 0.9 | $72M | 8.3M | 8.65 | |
Hldgs (UAL) | 0.7 | $60M | 2.8M | 21.73 | |
Expedia Group Com New (EXPE) | 0.7 | $55M | 280k | 195.67 | |
Gitlab Class A Com (GTLB) | 0.6 | $52M | 961k | 54.45 | |
Okta Cl A (OKTA) | 0.5 | $38M | 250k | 150.96 | |
Hashicorp Com Cl A (HCP) | 0.1 | $12M | 225k | 54.00 | |
23andme Holding Class A Com (ME) | 0.1 | $6.3M | 1.7M | 3.83 | |
Grab Holdings W Exp 12/1/202 | 0.0 | $2.7M | 3.5M | 0.77 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.3M | 10k | 227.10 |