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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
$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%
$0
-$12,760