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Altimeter Capital Management, LP 13F filings

Manager(s): Brad Gerstner

Holdings as of 2020-09-30

Filed on 2020-11-16 under CIK 1541617

Company name, stock class and CUSIPValue (x$1000) Shares
UBER TECHNOLOGIES INC
COM 90353T100
$1,072,913$174,35929,411,000 sh500,000 sh
2%
Facebook, Inc.
COM 30303M102
$983,015 3,753,400 sh 
Salesforce.com
COM 79466L302
$745,597$154,7912,966,723 sh-187,100 sh
-6%
PINDUODUO INC
SPONSORED ADS 722304102
$644,364 8,690,000 sh 
EXPEDIA GROUP INC.
COM 30212P303
$487,719 5,319,216 sh 
UNITY SOFTWARE INC COM
Stock 91332U101
$331,362$331,3623,796,544 sh3,796,544 sh
NEW
MICROSOFT CORP
COM 594918104
$276,612$53,3341,315,135 sh218,000 sh
20%
Booking Holdings Inc
COM 09857L108
$233,340 136,402 sh 
UNITED AIRLINES HLDGS INC
COM 910047109
$166,914 4,803,279 sh 
CROWDSTRIKE HLDGS
COM 22788C105
$133,200$45,948970,000 sh100,000 sh
11%
SNOWFLAKE INC CL A
Stock 833445109
$105,420$105,420420,000 sh420,000 sh
NEW
MongoDB, Inc.
COM 60937P106
$104,643 452,000 sh 
FARFETCH LTD
ORD SH CL A 30744W107
$95,090 3,779,409 sh 
ALIBABA GROUP HLDG LTD
SPONSORED ADS 01609W102
$86,533 294,350 sh 
AMAZON COM INC
COM 023135106
$78,860$43,42325,045 sh12,200 sh
95%
OKTA INC
CL A 679295105
$58,809$8,751275,000 sh25,000 sh
10%
SHOPIFY INC
CL A 82509L107
$50,126$50,12649,000 sh49,000 sh
NEW
DYNATRACE INC
COM 268150109
$45,122 1,100,000 sh 
DRAGONEER GROWTH OPPORTUN CO
UNIT G28302126
$42,875$42,8753,500,000 sh3,500,000 sh
NEW
VROOM INC
COM 92918V109
$39,211-$2,464757,266 sh-42,015 sh
-5%
Zoom Video Comms Inc Cl A
COM 98980L101
$37,609 80,000 sh 
SEA LTD
SPONSORED ADS 81141R100
$34,351 223,000 sh 
Datadog, Inc.
COM 23804L103
$34,338$8,253336,123 sh36,123 sh
12%
ANGI HOMESERVICES INC CL A
COM 00183L102
$9,875 890,000 sh 
RANPAK HLDGS CORP
COM CL A 75321W103
$9,520 1,000,000 sh 
TRIVAGO N V
SPON ADS A SHS 89686D105
$8,200 5,290,428 sh 
STITCH FIX INC
COM CL A 860897107
$6,783 250,000 sh