13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q1 2022. See the latest, Q2 2026 →
Reported value
$6.93B
−34% on the quarter before
Positions
21
2 new · 6 sold out
Top 10
95.5%
of the value
Est. gain
−$2.92B
on stocks held all quarter
Est. return
−31.4%
on those stocks since Q4 2021
Positions as of Mar 31, 2022, 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 Q4 2021. Striped tiles are options.
Largest buys
Since Q4 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.
- Uber~$196.6MAdded · 4.6% → 8.8%+5,510,000 shares
- United Airls Hldgs Inc~$104.3MNew · 0.0% → 1.5%+2,250,000 shares
- Confluent Inc~$96.6MAdded · 2.1% → 3.1%+2,356,700 shares
- Expedia Group Inc~$54.8MNew · 0.0% → 0.8%+280,000 shares
- Gitlab Inc~$33.3MAdded · 0.8% → 0.8%+611,206 shares
- MongoDB~$25.7MAdded · 1.3% → 2.0%+58,000 shares
- PDD Holdings~$12.0MAdded · 0.1% → 0.3%+300,000 shares
- Snowflake~$9.2MAdded · 54.8% → 56.4%+40,000 shares
Largest sells
Since Q4 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.
- Unity Software Inc~$300.0MSold out · 2.9% → 0.0%−2,098,175 shares
- Shopify Inc~$275.5MSold out · 2.6% → 0.0%−200,000 shares
- CrowdStrike~$218.0MCut · 1.9% → 0.0%−960,000 shares
- Grab Holdings Limited~$83.2MCut · 5.1% → 2.6%−23,759,065 shares
- UiPath~$59.7MCut · 1.2% → 0.1%−2,763,942 shares
- Okta~$41.5MCut · 1.1% → 0.5%−275,000 shares
- Samsara~$22.5MSold out · 0.2% → 0.0%−800,000 shares
- Braze~$15.4MSold out · 0.1% → 0.0%−200,000 shares
- Sea~$11.3MCut · 2.7% → 2.0%−94,387 shares
- Cazoo Group Ltd~$9.0MSold out · 0.1% → 0.0%−1,500,000 shares
Holdings
As of Mar 31, 2022. Changes are in shares against Dec 31, 2021, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| SnowflakeCL A · shares +0.2% · price −32.4% | 56.4% | $3.90B | −$1.86B | ||||||||
| UberCOM · shares +48% · price −14.9% | 8.8% | $606.9M | −$71.9M | ||||||||
| MicrosoftCOM · shares 0% · price −8.3% | 7.8% | $543.6M | −$49.4M | ||||||||
| MetaCL A · shares 0% · price −33.9% | 7.5% | $522.5M | −$267.9M | ||||||||
| Opendoor Technologies IncCOM · shares −1.3% · price +18.4% | 3.4% | $234.8M | +$36.5M | ||||||||
| Confluent IncCLASS A COM · shares +80% · price −46.2% | 3.1% | $217.6M | −$104.0M | ||||||||
| Grab Holdings LimitedCLASS A ORD · shares −32% · price −50.9% | 2.6% | $179.4M | −$186.1M | ||||||||
| SeaSPONSORED ADS · shares −7.6% · price −46.5% | 2.0% | $138.4M | −$120.1M | ||||||||
| MongoDBCL A · shares +23% · price −16.2% | 2.0% | $136.6M | −$21.4M | ||||||||
| RobloxCL A · shares 0% · price −55.2% | 1.9% | $131.8M | −$162.2M | ||||||||
| United Airls Hldgs IncCOM · shares New | 1.5% | $104.3M | — | ||||||||
| Expedia Group IncCOM NEW · shares New | 0.79% | $54.8M | — | ||||||||
| Gitlab IncCLASS A COM · shares +175% · price −77.2% | 0.76% | $52.3M | −$64.6M | ||||||||
| OktaCL A · shares −52% · price −32.7% | 0.54% | $37.7M | −$18.3M | ||||||||
| PDD HoldingsSPONSORED ADS · shares +150% · price −31.2% | 0.29% | $20.1M | −$3.6M | ||||||||
| Hashicorp IncCOM CL A · shares 0% · price −40.7% | 0.18% | $12.2M | −$8.3M | ||||||||
| ToastCL A · shares 0% · price −37.4% | 0.16% | $10.9M | −$6.5M | ||||||||
| 23andme Holding CoCLASS A COM · shares 0% · price −32.7% | 0.09% | $6.3M | −$3.1M | ||||||||
| UiPathCL A · shares −92% · price −49.9% | 0.08% | $5.2M | −$5.2M | ||||||||
| Grab Holdings LimitedW EXP 12/1/202 · shares 0% · price −63.5% | 0.04% | $2.7M | −$4.7M | ||||||||
| CrowdStrikeCL A · shares −99% · price +10.9% | 0.03% | $2.3M | +$223,495 | ||||||||
| Total · 21 positions | 100% | $6.93B | −$2.92B |
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 Q4 2021 to Q1 2022: 19 stocks held throughout, down $2.92B (−31.4%).
- Opendoor Technologies Inc2:1 split+$36.5M+18%
- CrowdStrike+$223,495+11%
- Sea−$120.1M−46%
- Roblox−$162.2M−55%
- Grab Holdings Limited−$186.1M−51%
- Meta−$267.9M−34%
- Snowflake−$1.86B−32%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 1 split read into the share counts.
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 ↗ |