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Altimeter Capital Management, LP Buys Opendoor Technologies Inc, Toast Inc, Duolingo Inc, Sells United Airlines Holdings Inc, Expedia Group Inc, SoFi Technologies Inc

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Nov 16, 2021
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Boston, MA, based Investment company Altimeter Capital Management, LP (Current Portfolio) buys Opendoor Technologies Inc, Toast Inc, Duolingo Inc, Cazoo Group, MoneyLion Inc, sells United Airlines Holdings Inc, Expedia Group Inc, SoFi Technologies Inc, SoFi Technologies Inc, DigitalOcean Holdings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Altimeter Capital Management, LP. As of 2021Q3, Altimeter Capital Management, LP owns 31 stocks with a total value of $12.5 billion. These are the details of the buys and sells.

For the details of Altimeter Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/altimeter+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Altimeter Capital Management, LP
  1. Snowflake Inc (SNOW) - 21,037,333 shares, 50.97% of the total portfolio. Shares reduced by 15.6%
  2. Meta Platforms Inc (FB) - 3,753,400 shares, 10.21% of the total portfolio.
  3. Uber Technologies Inc (UBER) - 24,500,000 shares, 8.79% of the total portfolio.
  4. Microsoft Corp (MSFT) - 1,763,135 shares, 3.98% of the total portfolio.
  5. Peloton Interactive Inc (PTON) - 5,650,000 shares, 3.94% of the total portfolio. Shares added by 8.65%
New Purchase: Opendoor Technologies Inc (OPEN)

Altimeter Capital Management, LP initiated holding in Opendoor Technologies Inc. The purchase prices were between $14.17 and $21, with an estimated average price of $16.75. The stock is now traded at around $22.030000. The impact to a portfolio due to this purchase was 2.2%. The holding were 13,400,000 shares as of 2021-09-30.

New Purchase: Toast Inc (TOST)

Altimeter Capital Management, LP initiated holding in Toast Inc. The purchase prices were between $49.78 and $62.51, with an estimated average price of $54.68. The stock is now traded at around $48.049900. The impact to a portfolio due to this purchase was 0.2%. The holding were 500,000 shares as of 2021-09-30.

New Purchase: Duolingo Inc (DUOL)

Altimeter Capital Management, LP initiated holding in Duolingo Inc. The purchase prices were between $120 and $202.69, with an estimated average price of $152.01. The stock is now traded at around $140.025000. The impact to a portfolio due to this purchase was 0.17%. The holding were 125,000 shares as of 2021-09-30.

New Purchase: Cazoo Group Ltd (CZOO)

Altimeter Capital Management, LP initiated holding in Cazoo Group Ltd. The purchase prices were between $7.77 and $9.58, with an estimated average price of $9. The stock is now traded at around $9.250000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,500,000 shares as of 2021-09-30.

New Purchase: MoneyLion Inc (ML)

Altimeter Capital Management, LP initiated holding in MoneyLion Inc. The purchase prices were between $0 and $8.75, with an estimated average price of $5.11. The stock is now traded at around $6.000000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,000,000 shares as of 2021-09-30.

New Purchase: Altimeter Growth Corp (AGC)

Altimeter Capital Management, LP initiated holding in Altimeter Growth Corp. The purchase prices were between $10.2 and $11.64, with an estimated average price of $10.67. The stock is now traded at around $13.645000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10,000 shares as of 2021-09-30.

Sold Out: United Airlines Holdings Inc (UAL)

Altimeter Capital Management, LP sold out a holding in United Airlines Holdings Inc. The sale prices were between $43.46 and $53.08, with an estimated average price of $47.19.

Sold Out: Expedia Group Inc (EXPE)

Altimeter Capital Management, LP sold out a holding in Expedia Group Inc. The sale prices were between $137.79 and $171.99, with an estimated average price of $154.59.

Sold Out: SoFi Technologies Inc (SOFI)

Altimeter Capital Management, LP sold out a holding in SoFi Technologies Inc. The sale prices were between $13.75 and $18.25, with an estimated average price of $15.7.

Sold Out: SoFi Technologies Inc (SOFI)

Altimeter Capital Management, LP sold out a holding in SoFi Technologies Inc. The sale prices were between $13.75 and $18.25, with an estimated average price of $15.7.

Sold Out: DigitalOcean Holdings Inc (DOCN)

Altimeter Capital Management, LP sold out a holding in DigitalOcean Holdings Inc. The sale prices were between $47.45 and $87.67, with an estimated average price of $61.9.

Sold Out: DoubleVerify Holdings Inc (DV)

Altimeter Capital Management, LP sold out a holding in DoubleVerify Holdings Inc. The sale prices were between $31.05 and $41.46, with an estimated average price of $35.41.



Here is the complete portfolio of Altimeter Capital Management, LP. Also check out:

1. Altimeter Capital Management, LP's Undervalued Stocks
2. Altimeter Capital Management, LP's Top Growth Companies, and
3. Altimeter Capital Management, LP's High Yield stocks
4. Stocks that Altimeter Capital Management, LP keeps buying
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