0001104659-20-125814
Altimeter Capital Management, LP
Total Value: $5,922,401,000
Total Holdings: 27
| Quarter | Filling ID |
|---|---|
| Q2 25 | 0002002654-25-000004 |
| Q1 25 | 0002002654-25-000003 |
| Q4 24 | 0002002654-25-000001 |
| Q3 24 | 0002002654-24-000005 |
| Q2 24 | 0002002654-24-000004 |
| Q1 24 | 0002002654-24-000002 |
| Q4 23 | 0002002654-24-000001 |
| Q3 23 | 0002002654-23-000008 |
| Q2 23 | 0002002654-23-000007 |
| Q1 23 | 0002002654-23-000006 |
| Q4 22 | 0002002654-23-000005 |
| Q3 22 | 0002002654-23-000004 |
| Q2 22 | 0002002654-23-000003 |
| Q1 22 | 0002002654-23-000002 |
| Q4 21 | 0002002654-23-000001 |
| Name | Title | CUSIP | Value | Shares | Share Price | Investment | % of Portfolio |
|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 90353T100 | $1,072,913 | 29,411,000 | SOLE | ||
| FACEBOOK INC | CL A | 30303M102 | $983,015 | 3,753,400 | SOLE | ||
| SALESFORCE.COM INC | COM | 79466L302 | $745,597 | 2,966,723 | SOLE | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | $644,364 | 8,690,000 | SOLE | ||
| EXPEDIA GROUP INC | COM | 30212P303 | $487,719 | 5,319,216 | SOLE | ||
| UNITY SOFTWARE INC | COM | 91332U101 | $331,362 | 3,796,544 | SOLE | ||
| MICROSOFT CORP | COM | 594918104 | $276,612 | 1,315,135 | SOLE | ||
| BOOKING HLDGS INC | COM | 09857L108 | $233,340 | 136,402 | SOLE | ||
| UNITED AIRLINES HLDGS INC | COM | 910047109 | $166,914 | 4,803,279 | SOLE | ||
| CROWDSTRIKE HLDS INC | CL A | 22788C105 | $133,200 | 970,000 | SOLE | ||
| SNOWFLAKE INC | CL A | 833445109 | $105,420 | 420,000 | SOLE | ||
| MONGODB INC | CL A | 60937P106 | $104,643 | 452,000 | SOLE | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | $95,090 | 3,779,409 | SOLE | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | $86,533 | 294,350 | SOLE | ||
| AMAZON COM INC | COM | 23135106 | $78,860 | 25,045 | SOLE | ||
| OKTA INC | CL A | 679295105 | $58,809 | 275,000 | SOLE | ||
| SHOPIFY INC | CL A | 82509L107 | $50,126 | 49,000 | SOLE | ||
| DYNATRACE INC | COM | 268150109 | $45,122 | 1,100,000 | SOLE | ||
| DRAGONEER GROWTH OPPRTUN CO | UNIT | G28302126 | $42,875 | 3,500,000 | SOLE | ||
| VROOM INC | COM | 92918V109 | $39,211 | 757,266 | SOLE | ||
| ZOOM VIDEO COMMUNICATIONS INC | CL A | 98980L101 | $37,609 | 80,000 | SOLE | ||
| SEA LTD | SPONSORED ADS | 81141R100 | $34,351 | 223,000 | SOLE | ||
| DATADOG INC | CL A COM | 23804L103 | $34,338 | 336,123 | SOLE | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | $9,875 | 890,000 | SOLE | ||
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | $9,520 | 1,000,000 | SOLE | ||
| TRIVAGO NV | SPON ADS A SHS | 89686D105 | $8,200 | 5,290,428 | SOLE | ||
| STITCH FIX INC | COM CL A | 860897107 | $6,783 | 250,000 | SOLE |