Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2023-03-31

Filed on 2023-05-15 under CIK 1541617

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Snowflake Inc.

15,369,459 sh

$2,371,354

Meta Platforms, Inc.

2,227,876 sh

233,400 sh
12%

$472,176

$232,161

Microsoft Corp

1,533,135 sh

$442,003

Uber Technologies Inc

13,336,600 sh

-591,000 sh
-4%

$422,770

$78,340

Confluent Inc.

14,491,817 sh

1,496,443 sh
12%

$348,818

$59,801

NVIDIA Corp.

740,570 sh

297,900 sh
67%

$205,708

$141,016

ROBLOX Corp.

2,850,000 sh

$128,193

Alphabet Inc

1,134,900 sh

1,134,900 sh
NEW

$117,723

Okta Inc

250,000 sh

$21,560

Gitlab Inc.

611,206 sh

$20,958

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

3,502,000 sh

$1,961

Opendoor Technologies Inc.

0 sh

-11,000,000 sh
-100%

-$12,760