Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Oct 7, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 33
- +1 vs. Q1 2021
- Portfolio value
- $12.8B
- −$1.19B (−8.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 24,924,588 | $6.03B | 47.1% | −7,296,492−22.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,753,400 | $1.31B | 10.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 24,500,000 | $1.23B | 9.6% | −3,911,000−13.8% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 5,200,000 | $644.9M | 5.0% | +4,350,000+511.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,763,135 | $477.6M | 3.7% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 900,000 | $348.3M | 2.7% | +209,750+30.4% | Added | History |
| SHOPShopify Inc. | Stock | 200,000 | $292.2M | 2.3% | +99,525+99.1% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,152,000 | $261.3M | 2.0% | −100,000−8.0% | Reduced | History |
| RBLXRoblox Corp | Stock | 2,777,777 | $249.9M | 2.0% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 970,000 | $243.8M | 1.9% | 00.0% | Unchanged | History |
| UUnity Software Inc. | COM | 2,098,175 | $230.4M | 1.8% | −1,448,368−40.8% | Reduced | History |
| PATHUiPath, Inc. | Stock | 3,004,790 | $204.1M | 1.6% | +3,004,790 | New | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 3,779,409 | $190.3M | 1.5% | −600,000−13.7% | Reduced | – |
| UALUnited Airlines Holdings, Inc. | COM | 2,870,580 | $150.1M | 1.2% | −1,280,699−30.9% | Reduced | History |
| OKTAOkta, Inc. | CL A | 525,000 | $128.5M | 1.0% | −25,000−4.5% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 2,642,857 | $110.5M | 0.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 25,045 | $86.2M | 0.7% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 300,000 | $82.4M | 0.6% | −200,000−40.0% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 1,725,000 | $81.9M | 0.6% | +1,725,000 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 572,000 | $72.7M | 0.6% | 00.0% | Unchanged | History |
| BMBLBumble Inc. | COM CL A | 1,050,000 | $60.5M | 0.5% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 367,210 | $60.1M | 0.5% | −2,146,358−85.4% | Reduced | History |
| SOFISoFi Technologies, Inc. | Stock | 2,500,000 | $47.9M | 0.4% | +2,500,000 | New | History |
| XMQualtrics International Inc. | COM CL A | 1,000,000 | $38.3M | 0.3% | 00.0% | Unchanged | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 650,000 | $36.1M | 0.3% | 00.0% | Unchanged | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 3,500,000 | $34.9M | 0.3% | +3,500,000 | New | History |
| MEHCQChrome Holding Co. | CLASS A COM | 2,720,243 | $31.8M | 0.2% | +2,720,243 | New | History |
| BKNGBooking Holdings Inc. | Stock | 10,702 | $23.4M | 0.2% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 100,000 | $22.4M | 0.2% | +100,000 | New | History |
| DVDoubleVerify Holdings, Inc. | COM | 300,000 | $12.7M | 0.1% | +300,000 | New | History |
| PAYOPayoneer Global Inc. | COM | 1,000,000 | $10.4M | 0.1% | +1,000,000 | New | History |
| CCC Intelligent12510Q118 | EQUITY WRT | 700,000 | $1.41M | <0.1% | +700,000 | New | – |
| Altimeter Growth CorpG0370L124 | UNIT 99/99/9999 | 10,000 | $123.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2021 (8)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 1,454,989 | $308.3M | 2.2% | History |
| AAPLApple Inc. | Stock | 424,500 | $51.9M | 0.4% | History |
| XYZBlock, Inc. | CL A | 200,000 | $45.4M | 0.3% | History |
| COUPCoupa Software Inc | COM | 150,000 | $38.2M | 0.3% | History |
| ABNBAirbnb, Inc. | Stock | 198,320 | $37.3M | 0.3% | History |
| Dragoneer Growth Opportun CoG28302100 | COM CL A | 3,500,000 | $35.5M | 0.3% | – |
| OSCROscar Health, Inc. | CL A | 450,000 | $12.1M | 0.1% | History |
| Dragoneer Growth Opportun CoG28302118 | *W EXP 08/18/202 | 700,000 | $1.11M | <0.1% | – |