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Altimeter Capital Management, LP
18%held throughout
7 new positions and 13 sold; the largest portfolio-weight shift was ALTIMETER GROWTH CORP gaining 5.1% of portfolio weight.
Sorted by portfolio weight, high to low
| SNOWSNOWFLAKE INCInformation Technology | 54.8%+3.8% | Reduced19.2% | 17,001,796 | $338.75 | $5.76B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 7.5%-2.7% | Reduced37.4% | 2,350,000 | $336.35 | $790.4M |
| MSFTMICROSOFT CORPInformation Technology | 5.6%+1.7% | Unchanged | 1,763,135 | $336.32 | $593.0M |
| Ticker unavailableALTIMETER GROWTH CORPUnclassified | 5.1%+5.1% | Increased750085.7% | 75,018,565 | $7.13 | $534.9M |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 4.6%-4.2% | Reduced53.1% | 11,500,000 | $41.93 | $482.2M |
| UUNITY SOFTWARE INCInformation Technology | 2.9%+0.7% | Unchanged | 2,098,175 | $142.99 | $300.0M |
| RBLXROBLOX CORP -CLASS AInformation Technology | 2.8%+1.1% | Unchanged | 2,850,000 | $103.16 | $294.0M |
| SESEA LTD-ADRConsumer Discretionary | 2.7%+1.9% | Increased316.7% | 1,250,000 | $223.71 | $279.6M |
| SHOPSHOPIFY INC - CLASS AInformation Technology | 2.6%+0.4% | Unchanged | 200,000 | $1377.39 | $275.5M |
| 8QRCONFLUENT INC-CLASS AUnclassified | 2.1%+1.3% | Increased71.0% | 2,950,000 | $76.24 | $224.9M |
| OPENOPENDOOR TECHNOLOGIES INCReal Estate | 1.9%-0.3% | Increased2.6% | 13,750,000 | $14.61 | $200.9M |
| CRWDCROWDSTRIKE HOLDINGS INC - AInformation Technology | 1.9% | Unchanged | 970,000 | $204.75 | $198.6M |
| MDBNEWMONGODB INCInformation Technology | 1.3%+1.3% | New | 250,000 | $529.35 | $132.3M |
| PATHUIPATH INC - CLASS AInformation Technology | 1.2% | Increased<0.1% | 3,004,806 | $43.13 | $129.6M |
| OKTAOKTA INCInformation Technology | 1.1%+0.1% | Unchanged | 525,000 | $224.17 | $117.7M |
| GTLBNEWGITLAB INC-CL AInformation Technology | 0.8%+0.8% | New | 350,000 | $238.93 | $83.6M |
| IOTNEWSAMSARA INC-CL AInformation Technology | 0.2%+0.2% | New | 800,000 | $28.11 | $22.5M |
| HCP2EURNEWHASHICORP INC-CL AUnclassified | 0.2%+0.2% | New | 225,000 | $91.04 | $20.5M |
| TOSTTOAST INC-CLASS AInformation Technology | 0.2% | Unchanged | 500,000 | $34.71 | $17.4M |
| BRZENEWBRAZE INC-AInformation Technology | 0.1%+0.1% | New | 200,000 | $77.16 | $15.4M |
| PDDPDD HOLDINGS INCConsumer Discretionary | 0.1%-0.3% | Reduced65.0% | 200,000 | $58.30 | $11.7M |
| Ticker unavailable23ANDMEE HOLDING COUnclassified | 0.1%-0.1% | Reduced39.3% | 1,652,021 | $5.69 | $9.40M |
| Ticker unavailableCAZOO GROUP LTDUnclassified | 0.1% | Unchanged | 1,500,000 | $6.03 | $9.04M |
| Ticker unavailableNEWGRAB HOLDINGS LIMITEDUnclassified | 0.1%+0.1% | New | 3,502,000 | $2.11 | $7.39M |
| Ticker unavailableNEWCVENT HOLDING CORPUnclassified | 0.1%+0.1% | New | 800,000 | $8.17 | $6.54M |