13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q2 2021. See the latest, Q2 2026 →
Reported value
$12.79B
−8.5% on the quarter before
Positions
33
9 new · 8 sold out
Top 10
86.6%
of the value
Est. gain
+$705.8M
on stocks held all quarter
Est. return
+6.5%
on those stocks since Q1 2021
Positions as of Jun 30, 2021, 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 Q1 2021. Striped tiles are options.
Largest buys
Since Q1 2021, 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.
- Peloton Interactive Inc~$539.5MAdded · 0.7% → 5.0%+4,350,000 shares
- UiPath~$204.1MNew · 0.0% → 1.6%+3,004,790 shares
- Shopify Inc~$145.4MAdded · 0.8% → 2.3%+99,525 shares
- Confluent Inc~$81.9MNew · 0.0% → 0.6%+1,725,000 shares
- Zoom~$81.2MAdded · 1.6% → 2.7%+209,750 shares
- Sofi Technologies Inc~$47.9MNew · 0.0% → 0.4%+2,500,000 shares
- Ccc Intelligent Solutions Holdings Inc~$34.9MNew · 0.0% → 0.3%+3,500,000 shares
- 23andmee Holding Co~$31.8MNew · 0.0% → 0.2%+2,720,243 shares
- Monday Com Ltd~$22.4MNew · 0.0% → 0.2%+100,000 shares
- Doubleverify Hldings Inc~$12.7MNew · 0.0% → 0.1%+300,000 shares
Largest sells
Since Q1 2021, 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.
- Snowflake~$1.76BCut · 52.8% → 47.1%−7,296,492 shares
- Expedia Group Inc~$351.4MCut · 3.1% → 0.5%−2,146,358 shares
- Salesforce~$308.3MSold out · 2.2% → 0.0%−1,454,989 shares
- Uber~$196.0MCut · 11.1% → 9.6%−3,911,000 shares
- Unity Software Inc~$159.1MCut · 2.5% → 1.8%−1,448,368 shares
- United Airlines Hldgs Inc~$67.0MCut · 1.7% → 1.2%−1,280,699 shares
- Sea~$54.9MCut · 0.8% → 0.6%−200,000 shares
- Apple~$51.9MSold out · 0.4% → 0.0%−424,500 shares
- Block~$45.4MSold out · 0.3% → 0.0%−200,000 shares
- Coupa Software Inc~$38.2MSold out · 0.3% → 0.0%−150,000 shares
Holdings
As of Jun 30, 2021. Changes are in shares against Mar 31, 2021, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SnowflakeCL A · shares −23% · price +5.5% | 47.1% | $6.03B | +$312.1M | ||||||||
| MetaCL A · shares 0% · price +18.1% | 10.2% | $1.31B | +$199.6M | ||||||||
| UberCOM · shares −14% · price −8.1% | 9.6% | $1.23B | −$107.6M | ||||||||
| Peloton Interactive IncCL A COM · shares +512% · price +10.3% | 5.0% | $644.9M | +$9.8M | ||||||||
| MicrosoftCOM · shares 0% · price +14.9% | 3.7% | $477.6M | +$61.9M | ||||||||
| ZoomCL A · shares +30% · price +20.5% | 2.7% | $348.3M | +$45.4M | ||||||||
| Shopify IncCL A · shares +99% · price +32.0% | 2.3% | $292.2M | +$35.6M | ||||||||
| AlibabaSPONSORED ADS · shares −8.0% · price +0.0% | 2.0% | $261.3M | +$58,003 | ||||||||
| RobloxCL A · shares 0% · price +38.8% | 2.0% | $249.9M | +$69.9M | ||||||||
| CrowdStrikeCL A · shares 0% · price +37.7% | 1.9% | $243.8M | +$66.7M | ||||||||
| Unity Software IncCOM · shares −41% · price +9.5% | 1.8% | $230.4M | +$20.0M | ||||||||
| UiPathCL A · shares New | 1.6% | $204.1M | — | ||||||||
| Farfetch LtdORD SH CL A · shares −14% · price −5.0% | 1.5% | $190.3M | −$10.1M | ||||||||
| United Airlines Hldgs IncCOM · shares −31% · price −9.1% | 1.2% | $150.1M | −$15.1M | ||||||||
| OktaCL A · shares −4.5% · price +11.0% | 1.0% | $128.5M | +$12.7M | ||||||||
| Coupang IncCL A · shares 0% · price −15.3% | 0.86% | $110.5M | −$19.9M | ||||||||
| AmazonCOM · shares 0% · price +11.2% | 0.67% | $86.2M | +$8.7M | ||||||||
| SeaSPONSORED ADS · shares −40% · price +23.0% | 0.64% | $82.4M | +$15.4M | ||||||||
| Confluent IncCLASS A COM · shares New | 0.64% | $81.9M | — | ||||||||
| PDD HoldingsSPONSORED ADS · shares 0% · price −5.1% | 0.57% | $72.7M | −$3.9M | ||||||||
| Bumble IncCOM CL A · shares 0% · price −7.7% | 0.47% | $60.5M | −$5.0M | ||||||||
| Expedia Group IncCOM NEW · shares −85% · price −4.9% | 0.47% | $60.1M | −$3.1M | ||||||||
| Sofi Technologies IncCOM · shares New | 0.37% | $47.9M | — | ||||||||
| Qualtrics Intl IncCOM CL A · shares 0% · price +16.2% | 0.30% | $38.3M | +$5.3M | ||||||||
| DigitalOceanCOM · shares 0% · price +31.9% | 0.28% | $36.1M | +$8.7M | ||||||||
| Total · 33 positions | 100% | $12.79B | +$705.8M |
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 Q1 2021 to Q2 2021: 24 stocks held throughout, up $705.8M (+6.5%).
- Snowflake+$312.1M+5%
- Meta+$199.6M+18%
- Roblox+$69.9M+39%
- CrowdStrike+$66.7M+38%
- Microsoft+$61.9M+15%
- Bumble Inc−$5.0M−8%
- Farfetch Ltd−$10.1M−5%
- United Airlines Hldgs Inc−$15.1M−9%
- Coupang Inc−$19.9M−15%
- Uber−$107.6M−8%
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 ↗ |