Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 15
- −6 vs. Q1 2022
- Portfolio value
- $4.38B
- −$2.55B (−36.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 17,001,796 | $2.36B | 54.0% | −40,000−0.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,763,135 | $452.8M | 10.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,458,776 | $396.5M | 9.1% | +108,776+4.6% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 14,456,310 | $336.0M | 7.7% | +9,149,610+172.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 15,577,600 | $318.7M | 7.3% | −1,432,400−8.4% | Reduced | History |
| Altimeter Growth CorpG0370L108 | CL A | 51,259,500 | $129.7M | 3.0% | 00.0% | Unchanged | – |
| OPENOpendoor Technologies Inc. | COM | 26,725,000 | $125.9M | 2.9% | −415,500−1.5% | Reduced | History |
| RBLXRoblox Corp | Stock | 2,850,000 | $93.7M | 2.1% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 267,810 | $69.5M | 1.6% | −40,190−13.0% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 961,206 | $51.1M | 1.2% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 250,000 | $22.6M | 0.5% | 00.0% | Unchanged | History |
| HCPHashiCorp, Inc. | COM CL A | 225,000 | $6.62M | 0.2% | 00.0% | Unchanged | History |
| PATHUiPath, Inc. | Stock | 240,864 | $4.38M | 0.1% | 00.0% | Unchanged | History |
| MEHCQChrome Holding Co. | CLASS A COM | 1,652,021 | $4.10M | 0.1% | 00.0% | Unchanged | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $1.49M | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2022 (6)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 1,155,613 | $138.4M | 2.0% | History |
| UALUnited Airlines Holdings, Inc. | COM | 2,250,000 | $104.3M | 1.5% | History |
| EXPEExpedia Group, Inc. | Stock | 280,000 | $54.8M | 0.8% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 500,000 | $20.1M | 0.3% | History |
| TOSTToast, Inc. | Stock | 500,000 | $10.9M | 0.2% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,000 | $2.27M | <0.1% | History |