Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 25
- −6 vs. Q3 2021
- Portfolio value
- $10.5B
- −$1.97B (−15.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 17,001,796 | $5.76B | 54.8% | −4,035,537−19.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,350,000 | $790.4M | 7.5% | −1,403,400−37.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,763,135 | $593.0M | 5.6% | 00.0% | Unchanged | History |
| Altimeter Growth CorpG0370L108 | CL A | 75,018,565 | $534.9M | 5.1% | +75,008,565+750,085.7% | Added | – |
| UBERUber Technologies, Inc | Stock | 11,500,000 | $482.2M | 4.6% | −13,000,000−53.1% | Reduced | History |
| UUnity Software Inc. | COM | 2,098,175 | $300.0M | 2.9% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 2,850,000 | $294.0M | 2.8% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 1,250,000 | $279.6M | 2.7% | +950,000+316.7% | Added | History |
| SHOPShopify Inc. | Stock | 200,000 | $275.5M | 2.6% | 00.0% | Unchanged | History |
| CFLTConfluent, Inc. | CLASS A COM | 2,950,000 | $224.9M | 2.1% | +1,225,000+71.0% | Added | History |
| OPENOpendoor Technologies Inc. | COM | 13,750,000 | $200.9M | 1.9% | +350,000+2.6% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 970,000 | $198.6M | 1.9% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 250,000 | $132.3M | 1.3% | +250,000 | New | History |
| PATHUiPath, Inc. | Stock | 3,004,806 | $129.6M | 1.2% | +160.0% | Added | History |
| OKTAOkta, Inc. | CL A | 525,000 | $117.7M | 1.1% | 00.0% | Unchanged | History |
| GTLBGitlab Inc. | CLASS A COM | 350,000 | $83.6M | 0.8% | +350,000 | New | History |
| IOTSamsara Inc. | Stock | 800,000 | $22.5M | 0.2% | +800,000 | New | History |
| HCPHashiCorp, Inc. | COM CL A | 225,000 | $20.5M | 0.2% | +225,000 | New | History |
| TOSTToast, Inc. | Stock | 500,000 | $17.4M | 0.2% | 00.0% | Unchanged | History |
| BRZEBraze, Inc. | Stock | 200,000 | $15.4M | 0.1% | +200,000 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 200,000 | $11.7M | 0.1% | −372,000−65.0% | Reduced | History |
| MEHCQChrome Holding Co. | CLASS A COM | 1,652,021 | $9.40M | 0.1% | −1,068,222−39.3% | Reduced | History |
| Cazoo Group LtdG2007L105 | COM | 1,500,000 | $9.04M | 0.1% | 00.0% | Unchanged | – |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $7.39M | 0.1% | +3,502,000 | New | – |
| CVTCvent Holding Corp. | COMMON STOCK | 800,000 | $6.54M | 0.1% | +800,000 | New | History |
Sold out since Q3 2021 (13)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| PTONPeloton Interactive, Inc. | CL A COM | 5,650,000 | $491.8M | 3.9% | History |
| ZMZoom Communications, Inc. | Stock | 950,000 | $248.4M | 2.0% | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,152,000 | $170.6M | 1.4% | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 3,779,409 | $141.7M | 1.1% | – |
| AMZNAmazon Com Inc | Stock | 25,045 | $82.3M | 0.7% | History |
| CPNGCoupang, Inc. | CL A | 2,642,857 | $73.6M | 0.6% | History |
| BMBLBumble Inc. | COM CL A | 1,050,000 | $52.5M | 0.4% | History |
| XMQualtrics International Inc. | COM CL A | 1,000,000 | $42.7M | 0.3% | History |
| MNDYmonday.com Ltd. | SHS | 100,000 | $32.6M | 0.3% | History |
| BKNGBooking Holdings Inc. | Stock | 10,702 | $25.4M | 0.2% | History |
| DUOLDuolingo, Inc. | CL A COM | 125,000 | $20.8M | 0.2% | History |
| MLMoneylion Inc. | CL A | 1,000,000 | $6.77M | 0.1% | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 325,000 | $3.42M | <0.1% | History |