Altimeter Capital Management, LP
BOSTON, MA · CIK 0001541617
Portfolio Value: $7.81B
Positions: 20
Period: 2022-03-31
Filed: 2022-05-17
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013
Portfolio Value
$7.81B
Positions
20
New
0
Increased
10
Decreased
4
Sold Out
129
Altimeter Capital Management, LP Q1 2022 13F Filing Summary
Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $7.81B across 20 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). Top holdings include TOST ($3.93B), UBER ($1.19B), MSFT ($543.59M). The top 10 positions account for 93.8% of the portfolio. This quarter saw 10 increases, 4 reductions, 129 complete exits. Notable exits: RBLX, CAZOO GROUP LTD, CVENT HOLDING CORP.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TOSTTOAST INC CL A | $3.93B | 50.33% | +3508.4% |
| 2 | UBERUBER TECHNOLOGIES INC COM | $1.19B | 15.27% | +167.5% |
| 3 | MSFTMICROSOFT CORP COM | $543.59M | 6.96% | - |
| 4 | METAMETA PLATFORMS INC CL A | $522.55M | 6.69% | - |
| 5 | UUNITY SOFTWARE INC COM | $300.02M | 3.84% | - |
| 6 | CFLTCONFLUENT INC CLASS A COM | $217.57M | 2.78% | +79.9% |
| 7 | THCHGRAB HOLDINGS LIMITED CLASS A ORD | $179.41M | 2.30% | -31.7% |
| 8 | OPENOPENDOOR TECHNOLOGIES INC COM | $163.19M | 2.09% | +37.2% |
| 9 | SNOWSNOWFLAKE INC CL A | $138.43M | 1.77% | -93.2% |
| 10 | MDBMONGODB INC CL A | $136.63M | 1.75% | +23.2% |
| 11 | SESEA LTD SPONSORED ADS | $131.78M | 1.69% | +128.0% |
| 12 | UNTCUNITED AIRLS HLDGS INC COM | $115.17M | 1.47% | +0.0% |
| 13 | PATHUIPATH INC CL A | $71.58M | 0.92% | +175.4% |
| 14 | EXPEEXPEDIA GROUP INC COM NEW | $54.79M | 0.70% | +0.0% |
| 15 | GTLBGITLAB INC CLASS A COM | $52.34M | 0.67% | +174.6% |
| 16 | OKTAOKTA INC CL A | $37.74M | 0.48% | -52.4% |
| 17 | HASHICORP INC COM CL A | $12.15M | 0.16% | - |
| 18 | MEHCQ23ANDME HOLDING CO CLASS A COM | $6.33M | 0.08% | - |
| 19 | THCHGRAB HOLDINGS LIMITED W EXP 12/1/202 | $2.70M | 0.03% | - |
| 20 | CRWDCROWDSTRIKE HLDGS INC CL A | $2.27M | 0.03% | -99.0% |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
TOSTTOAST INC | $3.93B | 18,041,796 | +3508.4% |
UBERUBER TECHNOLOGIES INC | $1.19B | 30,760,000 | +167.5% |
CFLTCONFLUENT INC | $217.57M | 5,306,700 | +79.9% |
OPENOPENDOOR TECHNOLOGIES INC | $163.19M | 18,865,500 | +37.2% |
MDBMONGODB INC | $136.63M | 308,000 | +23.2% |
SESEA LTD | $131.78M | 2,850,000 | +128.0% |
UNTCUNITED AIRLS HLDGS INC | $115.17M | 2,750,000 | 0.0% |
PATHUIPATH INC | $71.58M | 8,275,000 | +175.4% |
EXPEEXPEDIA GROUP INC | $54.79M | 280,000 | 0.0% |
GTLBGITLAB INC | $52.34M | 961,206 | +174.6% |