13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q4 2021. See the latest, Q2 2026 →
Reported value
$10.52B
−16% on the quarter before
Positions
25
7 new · 13 sold out
Top 10
90.7%
of the value
Est. gain
+$614.7M
on stocks held all quarter
Est. return
+7.0%
on those stocks since Q3 2021
Positions as of Dec 31, 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 Q3 2021. Striped tiles are options.
Largest buys
Since Q3 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.
- Grab Holdings Limited~$534.8MAdded · 0.0% → 5.1%+75,008,565 shares
- Sea~$212.5MAdded · 0.8% → 2.7%+950,000 shares
- MongoDB~$132.3MNew · 0.0% → 1.3%+250,000 shares
- Confluent Inc~$93.4MAdded · 0.8% → 2.1%+1,225,000 shares
- Gitlab Inc~$83.6MNew · 0.0% → 0.8%+350,000 shares
- Samsara~$22.5MNew · 0.0% → 0.2%+800,000 shares
- Hashicorp Inc~$20.5MNew · 0.0% → 0.2%+225,000 shares
- Braze~$15.4MNew · 0.0% → 0.1%+200,000 shares
- Grab Holdings Limited~$7.4MNew · 0.0% → 0.1%+3,502,000 shares
- Cvent Holding Corp~$6.5MNew · 0.0% → 0.1%+800,000 shares
Largest sells
Since Q3 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~$1.37BCut · 51.0% → 54.8%−4,035,537 shares
- Uber~$545.1MCut · 8.8% → 4.6%−13,000,000 shares
- Peloton Interactive Inc~$491.8MSold out · 3.9% → 0.0%−5,650,000 shares
- Meta~$472.0MCut · 10.2% → 7.5%−1,403,400 shares
- Zoom~$248.4MSold out · 2.0% → 0.0%−950,000 shares
- Alibaba~$170.6MSold out · 1.4% → 0.0%−1,152,000 shares
- Farfetch Ltd~$141.7MSold out · 1.1% → 0.0%−3,779,409 shares
- Amazon~$82.3MSold out · 0.7% → 0.0%−25,045 shares
- Coupang Inc~$73.6MSold out · 0.6% → 0.0%−2,642,857 shares
- Bumble Inc~$52.5MSold out · 0.4% → 0.0%−1,050,000 shares
Holdings
As of Dec 31, 2021. Changes are in shares against Sep 30, 2021, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SnowflakeCL A · shares −19% · price +12.0% | 54.8% | $5.76B | +$617.5M | ||||||||
| MetaCL A · shares −37% · price −0.9% | 7.5% | $790.4M | −$7.1M | ||||||||
| MicrosoftCOM · shares 0% · price +19.3% | 5.6% | $593.0M | +$95.9M | ||||||||
| Grab Holdings LimitedCLASS A ORD · shares +750,086% · price −30.1% | 5.1% | $534.9M | −$30,700 | ||||||||
| UberCOM · shares −53% · price −6.4% | 4.6% | $482.2M | −$33.0M | ||||||||
| Unity Software IncCOM · shares 0% · price +13.3% | 2.9% | $300.0M | +$35.1M | ||||||||
| RobloxCL A · shares 0% · price +36.5% | 2.8% | $294.0M | +$78.7M | ||||||||
| SeaSPONSORED ADS · shares +317% · price −29.8% | 2.7% | $279.6M | −$28.5M | ||||||||
| Shopify IncCL A · shares 0% · price +1.6% | 2.6% | $275.5M | +$4.3M | ||||||||
| Confluent IncCLASS A COM · shares +71% · price +27.8% | 2.1% | $224.9M | +$28.6M | ||||||||
| Opendoor Technologies IncCOM · shares +2.6% · price −28.8% | 1.9% | $200.9M | −$79.3M | ||||||||
| CrowdStrikeCL A · shares 0% · price −16.7% | 1.9% | $198.6M | −$39.8M | ||||||||
| MongoDBCL A · shares New | 1.3% | $132.3M | — | ||||||||
| UiPathCL A · shares +0.00% · price −18.0% | 1.2% | $129.6M | −$28.5M | ||||||||
| OktaCL A · shares 0% · price −5.5% | 1.1% | $117.7M | −$6.9M | ||||||||
| Gitlab IncCLASS A COM · shares New | 0.80% | $83.6M | — | ||||||||
| SamsaraCOM CL A · shares New | 0.21% | $22.5M | — | ||||||||
| Hashicorp IncCOM CL A · shares New | 0.19% | $20.5M | — | ||||||||
| ToastCL A · shares 0% · price −30.5% | 0.17% | $17.4M | −$7.6M | ||||||||
| BrazeCOM CL A · shares New | 0.15% | $15.4M | — | ||||||||
| PDD HoldingsSPONSORED ADS · shares −65% · price −35.7% | 0.11% | $11.7M | −$6.5M | ||||||||
| 23andme Holding CoCLASS A COM · shares −39% · price −37.2% | 0.09% | $9.4M | −$5.6M | ||||||||
| Cazoo Group LtdCOM · shares 0% · price −22.4% | 0.09% | $9.0M | −$2.6M | ||||||||
| Grab Holdings LimitedW EXP 12/1/202 · shares New | 0.07% | $7.4M | — | ||||||||
| Cvent Holding CorpCOMMON STOCK · shares New | 0.06% | $6.5M | — | ||||||||
| Total · 25 positions | 100% | $10.52B | +$614.7M |
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 Q3 2021 to Q4 2021: 18 stocks held throughout, up $614.7M (+7.0%).
- Snowflake+$617.5M+12%
- Microsoft+$95.9M+19%
- Roblox+$78.7M+37%
- Unity Software Inc+$35.1M+13%
- Confluent Inc+$28.6M+28%
- UiPath−$28.5M−18%
- Sea−$28.5M−30%
- Uber−$33.0M−6%
- CrowdStrike−$39.8M−17%
- Opendoor Technologies Inc−$79.3M−29%
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 ↗ |