13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q3 2021. See the latest, Q2 2026 →
Reported value
$12.48B
−2.4% on the quarter before
Positions
31
7 new · 9 sold out
Top 10
88.3%
of the value
Est. gain
+$570.9M
on stocks held all quarter
Est. return
+5.0%
on those stocks since Q2 2021
Positions as of Sep 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 Q2 2021. Striped tiles are options.
Largest buys
Since Q2 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.
- Opendoor Technologies Inc~$275.1MNew · 0.0% → 2.2%+13,400,000 shares
- Peloton Interactive Inc~$39.2MAdded · 5.0% → 3.9%+450,000 shares
- Monday Com Ltd~$32.6MNew · 0.0% → 0.3%+100,000 shares
- Toast~$25.0MNew · 0.0% → 0.2%+500,000 shares
- Duolingo Inc~$20.8MNew · 0.0% → 0.2%+125,000 shares
- Zoom~$13.1MAdded · 2.7% → 2.0%+50,000 shares
- Cazoo Group Ltd~$11.7MNew · 0.0% → 0.1%+1,500,000 shares
- Moneylion Inc~$6.8MNew · 0.0% → 0.1%+1,000,000 shares
- Roblox~$5.5MAdded · 2.0% → 1.7%+72,223 shares
- Altimeter Growth Corp~$102,000New · 0.0% → 0.0%+10,000 shares
Largest sells
Since Q2 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~$1.18BCut · 47.1% → 51.0%−3,887,255 shares
- United Airlines Hldgs Inc~$150.1MSold out · 1.2% → 0.0%−2,870,580 shares
- Expedia Group Inc~$60.1MSold out · 0.5% → 0.0%−367,210 shares
- Sofi Technologies Inc~$47.9MSold out · 0.4% → 0.0%−2,500,000 shares
- DigitalOcean~$36.1MSold out · 0.3% → 0.0%−650,000 shares
- Ccc Intelligent Solutions Holdings Inc~$33.4MCut · 0.3% → 0.0%−3,175,000 shares
- Monday Com Ltd~$22.4MSold out · 0.2% → 0.0%−100,000 shares
- Doubleverify Hldings Inc~$12.7MSold out · 0.1% → 0.0%−300,000 shares
- Payoneer Global Inc~$10.4MSold out · 0.1% → 0.0%−1,000,000 shares
- Ccc Intelligent Solutions Holdings Inc~$1.4MSold out · 0.0% → 0.0%−700,000 shares
Holdings
As of Sep 30, 2021. Changes are in shares against Jun 30, 2021, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SnowflakeCL A · shares −16% · price +25.1% | 51.0% | $6.36B | +$1.28B | ||||||||
| MetaCL A · shares 0% · price −2.4% | 10.2% | $1.27B | −$31.2M | ||||||||
| UberCOM · shares 0% · price −10.6% | 8.8% | $1.10B | −$130.3M | ||||||||
| MicrosoftCOM · shares 0% · price +4.1% | 4.0% | $497.1M | +$19.4M | ||||||||
| Peloton Interactive IncCL A COM · shares +8.7% · price −29.8% | 3.9% | $491.8M | −$192.2M | ||||||||
| Opendoor Technologies IncCOM · shares New | 2.2% | $275.1M | — | ||||||||
| Shopify IncCL A · shares 0% · price −7.2% | 2.2% | $271.2M | −$21.0M | ||||||||
| Unity Software IncCOM · shares 0% · price +15.0% | 2.1% | $264.9M | +$34.5M | ||||||||
| ZoomCL A · shares +5.6% · price −32.4% | 2.0% | $248.4M | −$113.0M | ||||||||
| CrowdStrikeCL A · shares 0% · price −2.2% | 1.9% | $238.4M | −$5.4M | ||||||||
| RobloxCL A · shares +2.6% · price −16.0% | 1.7% | $215.3M | −$40.1M | ||||||||
| AlibabaSPONSORED ADS · shares 0% · price −34.7% | 1.4% | $170.6M | −$90.7M | ||||||||
| UiPathCL A · shares 0% · price −22.6% | 1.3% | $158.1M | −$46.0M | ||||||||
| Farfetch LtdORD SH CL A · shares 0% · price −25.6% | 1.1% | $141.7M | −$48.7M | ||||||||
| OktaCL A · shares 0% · price −3.0% | 1.00% | $124.6M | −$3.9M | ||||||||
| Confluent IncCLASS A COM · shares 0% · price +25.6% | 0.82% | $102.9M | +$21.0M | ||||||||
| SeaSPONSORED ADS · shares 0% · price +16.1% | 0.77% | $95.6M | +$13.2M | ||||||||
| AmazonCOM · shares 0% · price −4.5% | 0.66% | $82.3M | −$3.9M | ||||||||
| Coupang IncCL A · shares 0% · price −33.4% | 0.59% | $73.6M | −$36.9M | ||||||||
| Bumble IncCOM CL A · shares 0% · price −13.2% | 0.42% | $52.5M | −$8.0M | ||||||||
| PDD HoldingsSPONSORED ADS · shares 0% · price −28.6% | 0.42% | $51.9M | −$20.8M | ||||||||
| Qualtrics Intl IncCOM CL A · shares 0% · price +11.7% | 0.34% | $42.7M | +$4.5M | ||||||||
| Monday Com LtdSHS · shares New | 0.26% | $32.6M | — | ||||||||
| Booking Hldgs IncCOM · shares 0% · price +8.5% | 0.20% | $25.4M | +$2.0M | ||||||||
| ToastCL A · shares New | 0.20% | $25.0M | — | ||||||||
| Total · 31 positions | 100% | $12.48B | +$570.9M |
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 2021 to Q3 2021: 24 stocks held throughout, up $570.9M (+5.0%).
- Snowflake+$1.28B+25%
- Unity Software Inc+$34.5M+15%
- Confluent Inc+$21.0M+26%
- Microsoft+$19.4M+4%
- Sea+$13.2M+16%
- Farfetch Ltd−$48.7M−26%
- Alibaba−$90.7M−35%
- Zoom−$113.0M−32%
- Uber−$130.3M−11%
- Peloton Interactive Inc−$192.2M−30%
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 ↗ |