Altimeter Capital Management Q3 2022 holdings

$4.68 Billion is the total value of Altimeter Capital Management's 17 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.0% .

 Value Shares↓ Weighting
SNOW  SNOWFLAKE INCcl a$2,889,625
+22.2%
17,001,7960.0%61.79%
+14.4%
UBER  UBER TECHNOLOGIES INC$412,806
+29.5%
15,577,6000.0%8.83%
+21.2%
MSFT SellMICROSOFT CORP$357,067
-21.1%
1,533,135
-13.0%
7.64%
-26.2%
CFLT SellCONFLUENT INC$326,037
-3.0%
13,716,310
-5.1%
6.97%
-9.2%
FB SellMETA PLATFORMS INCcl a$318,438
-19.7%
2,346,976
-4.5%
6.81%
-24.8%
RBLX  ROBLOX CORPcl a$102,144
+9.1%
2,850,0000.0%2.18%
+2.1%
OPEN SellOPENDOOR TECHNOLOGIES INC$74,876
-40.5%
24,076,000
-9.9%
1.60%
-44.3%
PDD NewPINDUODUO INCsponsored ads$68,8381,100,000
+100.0%
1.47%
TSLA NewTESLA INC$45,888173,000
+100.0%
0.98%
SellGITLAB INC$31,306
-38.7%
611,206
-36.4%
0.67%
-42.7%
MDB SellMONGODB INCcl a$18,389
-73.5%
92,610
-65.4%
0.39%
-75.3%
OKTA  OKTA INCcl a$14,218
-37.1%
250,0000.0%0.30%
-41.1%
AGC SellGRAB HOLDINGS LIMITEDclass a ord$7,140
-94.5%
2,714,995
-94.7%
0.15%
-94.8%
ME  23ANDME HOLDING CO$4,725
+15.3%
1,652,0210.0%0.10%
+7.4%
PATH  UIPATH INCcl a$3,037
-30.7%
240,8640.0%0.06%
-35.0%
AGCWW  GRAB HOLDINGS LIMITEDw exp 12/1/202$1,751
+17.7%
3,502,0000.0%0.04%
+8.8%
ExitHASHICORP INC$0-225,000
-100.0%
-0.15%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Mara Davis — CCO

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