Altimeter Capital Management 13F holdings, Q2 2022
Holdings as of June 30, 2022 · filings on SEC EDGAR · latest filing →
Altimeter Capital Management disclosed 15 US equity positions worth $4.4bn in its Q2 2022 13F filing. The largest position was SNOW at 53.7% of the reported book, followed by MSFT and META. Against the Q1 2022 filing, it opened 0 new positions, added to 2 and reduced 3 among the top 15 holdings.
What did Altimeter Capital Management own in Q2 2022? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2022 |
|---|---|---|---|---|---|---|---|
| 1 | SNOW SNOWFLAKE INC | Technology | 53.7% | $2.4bn | 17,001,796 | -0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 10.3% | $452.8m | 1,763,135 | 0% | held |
| 3 | META META PLATFORMS INC | Communication Services | 9.0% | $396.5m | 2,458,776 | 5% | added |
| 4 | 8QR CONFLUENT INC | 7.6% | $336.0m | 14,456,310 | 172% | added | |
| 5 | UBER UBER TECHNOLOGIES INC | Technology | 7.2% | $318.7m | 15,577,600 | -8% | reduced |
| 6 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 3.4% | $148.1m | 26,725,000 | -2% | reduced |
| 7 | GRAB HOLDINGS LIMITED | 2.9% | $129.7m | 51,259,500 | 0% | held | |
| 8 | RBLX ROBLOX CORP | Communication Services | 2.1% | $93.7m | 2,850,000 | 0% | held |
| 9 | MDB MONGODB INC | Technology | 1.6% | $69.5m | 267,810 | -13% | reduced |
| 10 | GTLB GITLAB INC | Technology | 1.2% | $51.1m | 961,206 | 0% | held |
| 11 | OKTA OKTA INC | Technology | 0.5% | $22.6m | 250,000 | 0% | held |
| 12 | HASHICORP INC | 0.2% | $6.6m | 225,000 | 0% | held | |
| 13 | PATH UIPATH INC | Technology | 0.1% | $4.4m | 240,864 | 0% | held |
| 14 | 23ANDME HOLDING CO | 0.1% | $4.1m | 1,652,021 | 0% | held | |
| 15 | GRAB HOLDINGS LIMITED | 0.0% | $1.5m | 3,502,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.