- New Purchases: U, SNOW, SHOP, DGNR.U,
- Added Positions: MSFT, AMZN, UBER, CRWD, OKTA, DDOG,
- Reduced Positions: CRM, VRM,
For the details of Altimeter Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/altimeter+capital+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Altimeter Capital Management, LLC- Uber Technologies Inc (UBER) - 29,411,000 shares, 18.12% of the total portfolio. Shares added by 1.73%
- Facebook Inc (FB) - 3,753,400 shares, 16.60% of the total portfolio.
- Salesforce.com Inc (CRM) - 2,966,723 shares, 12.59% of the total portfolio. Shares reduced by 5.93%
- Pinduoduo Inc (PDD) - 8,690,000 shares, 10.88% of the total portfolio.
- Expedia Group Inc (EXPE) - 5,319,216 shares, 8.24% of the total portfolio.
Altimeter Capital Management, LLC initiated holding in Unity Software Inc. The purchase prices were between $68.35 and $95.8, with an estimated average price of $84.34. The stock is now traded at around $122.80. The impact to a portfolio due to this purchase was 5.6%. The holding were 3,796,544 shares as of .
New Purchase: Snowflake Inc (SNOW)Altimeter Capital Management, LLC initiated holding in Snowflake Inc. The purchase prices were between $217.39 and $259.13, with an estimated average price of $238.1. The stock is now traded at around $266.00. The impact to a portfolio due to this purchase was 1.78%. The holding were 420,000 shares as of .
New Purchase: Shopify Inc (SHOP)Altimeter Capital Management, LLC initiated holding in Shopify Inc. The purchase prices were between $870.76 and $1134.32, with an estimated average price of $994.38. The stock is now traded at around $988.51. The impact to a portfolio due to this purchase was 0.85%. The holding were 49,000 shares as of .
New Purchase: Dragoneer Growth Opportunities Corp (DGNR.U)Altimeter Capital Management, LLC initiated holding in Dragoneer Growth Opportunities Corp. The purchase prices were between $10.68 and $12.73, with an estimated average price of $11.86. The stock is now traded at around $12.01. The impact to a portfolio due to this purchase was 0.72%. The holding were 3,500,000 shares as of .
Added: Amazon.com Inc (AMZN)Altimeter Capital Management, LLC added to a holding in Amazon.com Inc by 94.98%. The purchase prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3099.40. The impact to a portfolio due to this purchase was 0.65%. The holding were 25,045 shares as of .
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