Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 31
- −2 vs. Q2 2021
- Portfolio value
- $12.5B
- −$312.1M (−2.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 21,037,333 | $6.36B | 51.0% | −3,887,255−15.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,753,400 | $1.27B | 10.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 24,500,000 | $1.10B | 8.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,763,135 | $497.1M | 4.0% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 5,650,000 | $491.8M | 3.9% | +450,000+8.7% | Added | History |
| OPENOpendoor Technologies Inc. | COM | 13,400,000 | $275.1M | 2.2% | +13,400,000 | New | History |
| SHOPShopify Inc. | Stock | 200,000 | $271.2M | 2.2% | 00.0% | Unchanged | History |
| UUnity Software Inc. | COM | 2,098,175 | $264.9M | 2.1% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 950,000 | $248.4M | 2.0% | +50,000+5.6% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 970,000 | $238.4M | 1.9% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 2,850,000 | $215.3M | 1.7% | +72,223+2.6% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,152,000 | $170.6M | 1.4% | 00.0% | Unchanged | History |
| PATHUiPath, Inc. | Stock | 3,004,790 | $158.1M | 1.3% | 00.0% | Unchanged | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 3,779,409 | $141.7M | 1.1% | 00.0% | Unchanged | – |
| OKTAOkta, Inc. | CL A | 525,000 | $124.6M | 1.0% | 00.0% | Unchanged | History |
| CFLTConfluent, Inc. | CLASS A COM | 1,725,000 | $102.9M | 0.8% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 300,000 | $95.6M | 0.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 25,045 | $82.3M | 0.7% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 2,642,857 | $73.6M | 0.6% | 00.0% | Unchanged | History |
| BMBLBumble Inc. | COM CL A | 1,050,000 | $52.5M | 0.4% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 572,000 | $51.9M | 0.4% | 00.0% | Unchanged | History |
| XMQualtrics International Inc. | COM CL A | 1,000,000 | $42.7M | 0.3% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 100,000 | $32.6M | 0.3% | +100,000 | New | History |
| BKNGBooking Holdings Inc. | Stock | 10,702 | $25.4M | 0.2% | 00.0% | Unchanged | History |
| TOSTToast, Inc. | Stock | 500,000 | $25.0M | 0.2% | +500,000 | New | History |
| MEHCQChrome Holding Co. | CLASS A COM | 2,720,243 | $24.6M | 0.2% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 125,000 | $20.8M | 0.2% | +125,000 | New | History |
| Cazoo Group LtdG2007L105 | COM | 1,500,000 | $11.7M | 0.1% | +1,500,000 | New | – |
| MLMoneylion Inc. | CL A | 1,000,000 | $6.77M | 0.1% | +1,000,000 | New | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 325,000 | $3.42M | <0.1% | −3,175,000−90.7% | Reduced | History |
| Altimeter Growth CorpG0370L108 | CL A | 10,000 | $102.0K | <0.1% | +10,000 | New | – |
Sold out since Q2 2021 (9)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| UALUnited Airlines Holdings, Inc. | COM | 2,870,580 | $150.1M | 1.2% | History |
| EXPEExpedia Group, Inc. | Stock | 367,210 | $60.1M | 0.5% | History |
| SOFISoFi Technologies, Inc. | Stock | 2,500,000 | $47.9M | 0.4% | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 650,000 | $36.1M | 0.3% | History |
| MNDYmonday.com Ltd. | SHS | 100,000 | $22.4M | 0.2% | History |
| DVDoubleVerify Holdings, Inc. | COM | 300,000 | $12.7M | 0.1% | History |
| PAYOPayoneer Global Inc. | COM | 1,000,000 | $10.4M | 0.1% | History |
| CCC Intelligent12510Q118 | EQUITY WRT | 700,000 | $1.41M | <0.1% | – |
| Altimeter Growth CorpG0370L124 | UNIT 99/99/9999 | 10,000 | $123.0K | <0.1% | – |