Altimeter Capital Management Q4 2020 13F Holdings

Altimeter Capital Management Q4 2020 holdings
TickerName Value Shares↓ Weighting
SNOW SNOWFLAKE INCcl aAdd  $2,670,929
2433.6%
9,491,575
2159.9%
24.71%
1288.3%
PDD PINDUODUO INCsponsored ads  $1,543,952
139.6%
8,690,0000.0%14.29%
31.3%
UBER UBER TECHNOLOGIES INCReduce  $1,448,961
35.0%
28,411,000
-3.4%
13.41%
-26.0%
FB FACEBOOK INCcl a  $1,025,279
4.3%
3,753,4000.0%9.49%
-42.8%
CRM SALESFORCE.COM INC  $660,185
-11.5%
2,966,7230.0%6.11%
-51.5%
U UNITY SOFTWARE INC  $582,656
75.8%
3,796,5440.0%5.39%
-3.6%
EXPE EXPEDIA GROUP INCReduce  $533,067
9.3%
4,026,185
-24.3%
4.93%
-40.1%
MSFT MICROSOFT CORPAdd  $342,112
23.7%
1,538,135
17.0%
3.17%
-32.2%
BKNG BOOKING HLDGS INC  $303,804
30.2%
136,4020.0%2.81%
-28.7%
BABA ALIBABA GROUP HLDG LTDsponsored adsAdd  $256,003
195.8%
1,100,000
273.7%
2.37%
62.1%
FTCH FARFETCH LTDord sh cl a  $241,164
153.6%
3,779,4090.0%2.23%
39.0%
UAL UNITED AIRLINES HLDGS INC  $207,742
24.5%
4,803,2790.0%1.92%
-31.8%
CRWD CROWDSTRIKE HLDS INCcl a  $205,465
54.3%
970,0000.0%1.90%
-15.5%
MDB MONGODB INCcl aReduce  $151,515
44.8%
422,000
-6.6%
1.40%
-20.7%
OPEN OPENDOOR TECHNOLOGIES INCNew  $90,9204,000,0000.84%
SHOP SHOPIFY INCcl aAdd  $83,170
65.9%
73,475
49.9%
0.77%
-9.1%
OKTA OKTA INCcl aAdd  $82,635
40.5%
325,000
18.2%
0.76%
-23.0%
AMZN AMAZON COM INC  $81,570
3.4%
25,0450.0%0.75%
-43.3%
ZM ZOOM VIDEO COMMUNICATI...cl aAdd  $55,742
48.2%
165,250
106.6%
0.52%
-18.8%
SE SEA LTDsponsored adsAdd  $49,364
43.7%
248,000
11.2%
0.46%
-21.3%
DGNR DRAGONEER GROWTH OPPRT...New  $46,4453,500,0000.43%
COUP COUPA SOFTWARE INCNew  $44,058130,0000.41%
DT DYNATRACE INCReduce  $30,289
-32.9%
700,000
-36.4%
0.28%
-63.2%
ABNB AIRBNB INCNew  $29,113198,3200.27%
DASH DOORDASH INCcl aNew  $28,550200,0000.26%
SQ SQUARE INCcl aNew  $5,44125,0000.05%
DDOG DATADOG INCReduce  $4,922
-85.7%
50,000
-85.1%
0.05%
-92.1%
DGNRWS DRAGONEER GROWTH OPPRT...*w exp 08/18/202New  $2,996700,0000.03%
AGCUU ALTIMETER GROWTH CORPunit 99/99/999New  $13010,0000.00%
SFIX STITCH FIX INCSold out  $0-250,000-0.11%
TRVG TRIVAGO NVSold out  $0-5,290,428-0.14%
PACK RANPAK HOLDINGS CORPSold out  $0-1,000,000-0.16%
ANGI ANGI HOMESERVICES INCSold out  $0-890,000-0.17%
VRM VROOM INCSold out  $0-757,266-0.66%
DGNRU DRAGONEER GROWTH OPPRT...unitSold out  $0-3,500,000-0.72%