13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q3 2020. See the latest, Q2 2026 →
Reported value
$5.92B
+25% on the quarter before
Positions
27
4 new · 0 sold out
Top 10
85.7%
of the value
Est. gain
+$577.7M
on stocks held all quarter
Est. return
+12.3%
on those stocks since Q2 2020
Positions as of Sep 30, 2020, from Altimeter Capital's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
Each tile is a position, sized by its share, colored by what the fund did with it since Q2 2020. Striped tiles are options.
Largest buys
Since Q2 2020, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Unity Software Inc~$331.4MNew · 0.0% → 5.6%+3,796,544 shares
- Snowflake~$105.4MNew · 0.0% → 1.8%+420,000 shares
- Shopify Inc~$50.1MNew · 0.0% → 0.8%+49,000 shares
- Microsoft~$45.9MAdded · 4.7% → 4.7%+218,000 shares
- Dragoneer Growth Opprtun Co~$42.9MNew · 0.0% → 0.7%+3,500,000 shares
- Amazon~$38.4MAdded · 0.7% → 1.3%+12,200 shares
- Uber~$18.2MAdded · 19.0% → 18.1%+500,000 shares
- CrowdStrike~$13.7MAdded · 1.8% → 2.2%+100,000 shares
- Okta~$5.3MAdded · 1.1% → 1.0%+25,000 shares
- Datadog~$3.7MAdded · 0.6% → 0.6%+36,123 shares
Largest sells
Since Q2 2020, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Salesforce~$47.0MCut · 12.5% → 12.6%−187,100 shares
- Vroom Inc~$2.2MCut · 0.9% → 0.7%−42,015 shares
Holdings
As of Sep 30, 2020. Changes are in shares against Jun 30, 2020, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| UberCOM · shares +1.7% · price +17.4% | 18.1% | $1.07B | +$156.1M | ||||||||
| MetaCL A · shares 0% · price +15.3% | 16.6% | $983.0M | +$130.7M | ||||||||
| SalesforceCOM · shares −5.9% · price +34.2% | 12.6% | $745.6M | +$189.8M | ||||||||
| PDD HoldingsSPONSORED ADS · shares 0% · price −13.6% | 10.9% | $644.4M | −$101.6M | ||||||||
| Expedia Group IncCOM · shares 0% · price +11.5% | 8.2% | $487.7M | +$50.5M | ||||||||
| Unity Software IncCOM · shares New | 5.6% | $331.4M | — | ||||||||
| MicrosoftCOM · shares +20% · price +3.4% | 4.7% | $276.6M | +$7.5M | ||||||||
| Booking Hldgs IncCOM · shares 0% · price +7.4% | 3.9% | $233.3M | +$16.1M | ||||||||
| United Airlines Hldgs IncCOM · shares 0% · price +0.4% | 2.8% | $166.9M | +$673,000 | ||||||||
| CrowdStrikeCL A · shares +11% · price +36.9% | 2.2% | $133.2M | +$32.2M | ||||||||
| SnowflakeCL A · shares New | 1.8% | $105.4M | — | ||||||||
| MongoDBCL A · shares 0% · price +2.3% | 1.8% | $104.6M | +$2.3M | ||||||||
| Farfetch LtdORD SH CL A · shares 0% · price +45.7% | 1.6% | $95.1M | +$29.8M | ||||||||
| AlibabaSPONSORED ADS · shares 0% · price +36.3% | 1.5% | $86.5M | +$23.0M | ||||||||
| AmazonCOM · shares +95% · price +14.1% | 1.3% | $78.9M | +$5.0M | ||||||||
| OktaCL A · shares +10% · price +6.8% | 0.99% | $58.8M | +$3.4M | ||||||||
| Shopify IncCL A · shares New | 0.85% | $50.1M | — | ||||||||
| DynatraceCOM · shares 0% · price +1.0% | 0.76% | $45.1M | +$462,000 | ||||||||
| Dragoneer Growth Opprtun CoUNIT · shares New | 0.72% | $42.9M | — | ||||||||
| Vroom IncCOM · shares −5.3% · price −0.7% | 0.66% | $39.2M | −$273,312 | ||||||||
| ZoomCL A · shares 0% · price +85.4% | 0.64% | $37.6M | +$17.3M | ||||||||
| SeaSPONSORED ADS · shares 0% · price +43.6% | 0.58% | $34.4M | +$10.4M | ||||||||
| DatadogCL A COM · shares +12% · price +17.5% | 0.58% | $34.3M | +$4.6M | ||||||||
| Angi Homeservices IncCOM CL A · shares 0% · price −8.7% | 0.17% | $9.9M | −$939,000 | ||||||||
| Ranpak Holdings CorpCOM CL A · shares 0% · price +28.0% | 0.16% | $9.5M | +$2.1M | ||||||||
| Total · 27 positions | 100% | $5.92B | +$577.7M |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q2 2020 to Q3 2020: 23 stocks held throughout, up $577.7M (+12.3%).
- Salesforce+$189.8M+34%
- Uber+$156.1M+17%
- Meta+$130.7M+15%
- Expedia Group Inc+$50.5M+12%
- CrowdStrike+$32.2M+37%
- Vroom Inc−$273,312−1%
- Angi Homeservices Inc−$939,000−9%
- Trivago Nv−$2.2M−21%
- PDD Holdings−$101.6M−14%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | $9.83B+72% | SEC ↗ |
| Q1 2026 | May 15, 2026 | $5.70B−14% | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | $6.66B−12% | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | $7.58B+9% | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | $6.93B+39% | SEC ↗ |
| Q1 2025 | May 15, 2025 | $4.97B−10% | SEC ↗ |
| Q4 2024 | Feb 14, 2025 | $5.55B−18% | SEC ↗ |
| Q3 2024 | Nov 14, 2024 | $6.75B+0% | SEC ↗ |
| Q2 2024 | Aug 14, 2024 | $6.73B+3% | SEC ↗ |
| Q1 2024 | May 15, 2024 | $6.51B+8% | SEC ↗ |
| Q4 2023 | Feb 14, 2024 | $6.02B+14% | SEC ↗ |
| Q3 2023 | Nov 14, 2023 | $5.27B−5% | SEC ↗ |
| Q2 2023 | Aug 14, 2023 | $5.53B+21% | SEC ↗ |
| Q1 2023 | May 15, 2023 | $4.55B+25% | SEC ↗ |
| Q4 2022 | Feb 14, 2023 | $3.65B−22% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $4.68B+7% | SEC ↗ |
| Q2 2022 | Aug 15, 2022 | $4.38B−37% | SEC ↗ |
| Q1 2022 | May 17, 2022 (amended) | $6.93B−34% | SEC ↗ |
| Q4 2021 | Feb 14, 2022 | $10.52B−16% | SEC ↗ |
| Q3 2021 | Nov 15, 2021 | $12.48B−2% | SEC ↗ |
| Q2 2021 | Oct 7, 2021 (amended) | $12.79B−9% | SEC ↗ |
| Q1 2021 | May 17, 2021 | $13.98B+29% | SEC ↗ |
| Q4 2020 | Feb 16, 2021 | $10.81B+82% | SEC ↗ |
| Q3 2020 | Nov 16, 2020 | $5.92B+25% | SEC ↗ |
| Q2 2020 | Aug 14, 2020 | $4.73B+42% | SEC ↗ |
| Q1 2020 | May 15, 2020 | $3.33B−26% | SEC ↗ |
| Q4 2019 | Feb 14, 2020 | $4.48B+9% | SEC ↗ |
| Q3 2019 | Nov 14, 2019 | $4.10B+12% | SEC ↗ |
| Q2 2019 | Aug 14, 2019 | $3.65B+25% | SEC ↗ |
| Q1 2019 | May 15, 2019 | $2.92B+6% | SEC ↗ |
| Q4 2018 | Feb 15, 2019 (amended) | $2.74B+7% | SEC ↗ |
| Q3 2018 | Nov 14, 2018 | $2.57B+21% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $2.13B+5% | SEC ↗ |
| Q1 2018 | May 15, 2018 | $2.02B+6% | SEC ↗ |
| Q4 2017 | Feb 14, 2018 | $1.90B−10% | SEC ↗ |
| Q3 2017 | Nov 14, 2017 | $2.11B−12% | SEC ↗ |
| Q2 2017 | Aug 14, 2017 | $2.40B+13% | SEC ↗ |
| Q1 2017 | May 15, 2017 | $2.13B+9% | SEC ↗ |
| Q4 2016 | Feb 14, 2017 | $1.95B+28% | SEC ↗ |
| Q3 2016 | Nov 14, 2016 | $1.52B+13% | SEC ↗ |
| Q2 2016 | Aug 15, 2016 | $1.34B−12% | SEC ↗ |
| Q1 2016 | May 16, 2016 | $1.53B | SEC ↗ |