Altimeter Capital Management, LP
Founded by Brad Gerstner · Portfolio as of Q1 2021
Top Holdings32 positions
SNOWFLAKE INC | 32.2M | $7.4B | 52.8% | $244.24 | -6.12% | 3 qtrssince 2020-Q3 | Increased 100 |
UBER TECHNOLOGIES INC | 28.4M | $1.5B | 11.1% | $30.89 | +76.44% | 8 qtrssince 2019-Q2 | Unchanged 0 |
Meta Platforms Inc | 3.8M | $1.1B | 7.9% | $134.86 | +116.33% | 10 qtrssince 2018-Q4 | Unchanged 0 |
EXPEDIA GROUP INC | 2.5M | $432.6M | 3.1% | $101.72 | +66.89% | 10 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corporation | 1.8M | $415.7M | 3.0% | $172.84 | +30.36% | 10 qtrssince 2018-Q4 | Increased 62 |
UNITY SOFTWARE INC | 3.5M | $355.8M | 2.5% | $87.28 | +14.93% | 3 qtrssince 2020-Q3 | Decreased 0 |
Salesforce, Inc. | 1.5M | $308.3M | 2.2% | $144.95 | +43.43% | 10 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 1.3M | $283.9M | 2.0% | $201.22 | +6.03% | 10 qtrssince 2018-Q4 | Increased 61 |
UNITED AIRLS HLDGS INC | 4.2M | $238.9M | 1.7% | $83.79 | -31.33% | 10 qtrssince 2018-Q4 | Decreased 0 |
FARFETCH LTD | 4.4M | $232.2M | 1.7% | — | — | 7 qtrssince 2019-Q3 | Increased 57 |
ZOOM COMMUNICATIONS INC | 690,250 | $221.8M | 1.6% | — | — | 4 qtrssince 2020-Q2 | Increased 79 |
ROBLOX CORP | 2.8M | $180.1M | 1.3% | $64.83 | 0.00% | 1 qtr | New 71 |
CROWDSTRIKE HLDGS INC | 970,000 | $177M | 1.3% | $24.56 | +85.82% | 8 qtrssince 2019-Q2 | Unchanged 0 |
COUPANG INC | 2.6M | $130.4M | 0.9% | $49.35 | 0.00% | 1 qtr | New 60 |
OKTA INC | 550,000 | $121.2M | 0.9% | $155.16 | +42.06% | 10 qtrssince 2018-Q4 | Increased 64 |
SEA LTD | 500,000 | $111.6M | 0.8% | $170.29 | +31.09% | 4 qtrssince 2020-Q2 | Increased 69 |
SHOPIFY INC | 100,475 | $111.2M | 0.8% | $107.20 | +3.22% | 3 qtrssince 2020-Q3 | Increased 56 |
PELOTON INTERACTIVE INC | 850,000 | $95.6M | 0.7% | $112.44 | 0.00% | 1 qtr | New 59 |
Amazon.com, Inc. | 25,045 | $77.5M | 0.6% | $147.03 | +5.22% | 5 qtrssince 2020-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 572,000 | $76.6M | 0.5% | $24.64 | +443.35% | 10 qtrssince 2018-Q4 | Decreased 0 |
Altimeter Capital Management, LP manages $14B across 32 positions as of Q1 2021. Top holdings: SNOW (52.8%), UBER (11.1%), META (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added RBLX, CPNG, PTON and 5 more; exited MDB, OPEN, DT and 2 more; increased 10, led by SNOW (+22.7M shares); trimmed 6, led by PDD (−8.1M shares). Top move: SNOW (INCREASED, conviction 100). Portfolio: $14.0B across 32 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR