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Altimeter Capital Management, LP 13F filings

Manager(s): Brad Gerstner

Holdings as of 2020-12-31

Filed on 2021-02-16 under CIK 1541617

Company
Investment Type
Change
Value (x$1000)
increase or decrease
SNOWFLAKE INC CL A Stock
9,491,575 sh
9,071,575 sh
2160%
$2,670,929
$2,565,509
PINDUODUO INC SPONSORED ADS
8,690,000 sh
 
$1,543,952
UBER TECHNOLOGIES INC
28,411,000 sh
-1,000,000 sh
-3%
$1,448,961
$376,048
Facebook, Inc.
3,753,400 sh
 
$1,025,279
Salesforce.com
2,966,723 sh
 
$660,185
UNITY SOFTWARE INC COM Stock
3,796,544 sh
 
$582,656
EXPEDIA GROUP INC.
4,026,185 sh
-1,293,031 sh
-24%
$533,067
$45,348
MICROSOFT CORP
1,538,135 sh
223,000 sh
17%
$342,112
$65,500
Booking Holdings Inc
136,402 sh
 
$303,804
ALIBABA GROUP HLDG LTD SPONSORED ADS
1,100,000 sh
805,650 sh
274%
$256,003
$169,470
FARFETCH LTD ORD SH CL A
3,779,409 sh
 
$241,164
UNITED AIRLINES HLDGS INC
4,803,279 sh
 
$207,742
CROWDSTRIKE HLDGS
970,000 sh
 
$205,465
MongoDB, Inc.
422,000 sh
-30,000 sh
-7%
$151,515
$46,872
OPENDOOR TECHNOLOGIES INC COMMON STOCK
4,000,000 sh
4,000,000 sh
NEW
$90,920
$90,920
SHOPIFY INC CL A
73,475 sh
24,475 sh
50%
$83,170
$33,044
OKTA INC
325,000 sh
50,000 sh
18%
$82,635
$23,826
AMAZON COM INC
25,045 sh
 
$81,570
Zoom Video Comms Inc Cl A
165,250 sh
85,250 sh
107%
$55,742
$18,133
SEA LTD SPONSORED ADS
248,000 sh
25,000 sh
11%
$49,364
$15,013
DRAGONEER GROWTH OPPORTUN CO COM CL A
3,500,000 sh
3,500,000 sh
NEW
$46,445
$46,445
Coupa Software Incorporated
130,000 sh
130,000 sh
NEW
$44,058
$44,058
DYNATRACE INC
700,000 sh
-400,000 sh
-36%
$30,289
-$14,833
AIRBNB INC COM CL A
198,320 sh
198,320 sh
NEW
$29,113
$29,113
DOORDASH INC COM
200,000 sh
200,000 sh
NEW
$28,550
$28,550
SQUARE INC
25,000 sh
25,000 sh
NEW
$5,441
$5,441
Datadog, Inc.
50,000 sh
-286,123 sh
-85%
$4,922
-$29,416
DRAGONEER GROWTH OPPORTUN A DRAGONEER GROWTH OPPORTUNIWS
700,000 sh
700,000 sh
NEW
$2,996
$2,996
ALTIMETER GROWTH CORP UNIT 99/99/9999
10,000 sh
10,000 sh
NEW
$130
$130
DRAGONEER GROWTH OPPORTUN CO UNIT
0 sh
-3,500,000 sh
-100%
$0
-$42,875
VROOM INC COM
0 sh
-757,266 sh
-100%
$0
-$39,211
ANGI HOMESERVICES INC CL A COM
0 sh
-890,000 sh
-100%
$0
-$9,875
RANPAK HLDGS CORP
0 sh
-1,000,000 sh
-100%
$0
-$9,520
TRIVAGO N V SPON ADS A SHS
0 sh
-5,290,428 sh
-100%
$0
-$8,200
STITCH FIX INC
0 sh
-250,000 sh
-100%
$0
-$6,783