13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001541617-23-000003
Total Value
$3.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SNOWFLAKE INC | SNOW | 15,369,459 | $2.2M | 60.40% |
| 2 | MICROSOFT CORP | MSFT | 1,533,135 | $367,676 | 10.07% |
| 3 | UBER TECHNOLOGIES INC | UBER | 13,927,600 | $344,430 | 9.43% |
| 4 | CONFLUENT INC | 20717M103 | 12,995,374 | $289,017 | 7.91% |
| 5 | META PLATFORMS INC | META | 1,994,476 | $240,015 | 6.57% |
| 6 | ROBLOX CORP | RBLX | 2,850,000 | $81,111 | 2.22% |
| 7 | NVIDIA CORPORATION | NVDA | 442,670 | $64,692 | 1.77% |
| 8 | GITLAB INC | GTLB | 611,206 | $27,773 | 0.76% |
| 9 | OKTA INC | OKTA | 250,000 | $17,083 | 0.47% |
| 10 | OPENDOOR TECHNOLOGIES INC | OPENZ | 11,000,000 | $12,760 | 0.35% |
| 11 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1,882 | 0.05% |