Altimeter Capital Management, LP

报告期 2026-03-31 · CIK 0001541617

持仓数

前50大市值合计

$5.70B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 30 项建仓 7增持 5减持 5清仓 13

方向

标的

Δ市值

现股数(环比)

减持

UBER UBER TECHNOLOGIES INC

-$615.4M

11,500,000 -53%

减持

SNOW SNOWFLAKE INC

-$603.0M

17,001,796 -19%

增持

— GRAB HOLDINGS LIMITED

+$534.8M

75,018,565 +750086%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

PTON PELOTON INTERACTIVE INC

减持

META META PLATFORMS INC

-$483.4M

2,350,000 -37%

清仓

ZM ZOOM VIDEO COMMUNICATIONS IN

-$248.4M

0 -100%

增持

SE SEA LTD

+$184.0M

1,250,000 +317%

清仓

BABA ALIBABA GROUP HLDG LTD

-$170.6M

0 -100%

清仓

FTCHQ FARFETCH LTD

-$141.7M

0 -100%

建仓

MDB MONGODB INC

+$132.3M

250,000

增持

— CONFLUENT INC

+$122.0M

2,950,000 +71%

建仓

GTLB GITLAB INC

+$83.6M

350,000

清仓

AMZN AMAZON COM INC

-$82.3M

0 -100%

增持

OPEN OPENDOOR TECHNOLOGIES INC

-$74.2M

13,750,000 +3%

清仓

CPNG COUPANG INC

-$73.6M

0 -100%

清仓

BMBL BUMBLE INC

-$52.5M

0 -100%

清仓

— QUALTRICS INTL INC

-$42.7M

0 -100%

减持

PDD PINDUODUO INC

-$40.2M

200,000 -65%

清仓

— MONDAY COM LTD

-$32.6M

0 -100%

增持

PATH UIPATH INC

-$28.5M

3,004,806 +0%

清仓

BKNG BOOKING HLDGS INC

-$25.4M

0 -100%

建仓

IOT SAMSARA INC

+$22.5M

800,000

清仓

DUOL DUOLINGO INC

-$20.8M

0 -100%

建仓

— HASHICORP INC

+$20.5M

225,000

建仓

BRZE BRAZE INC

+$15.4M

200,000

减持

— 23ANDME HOLDING CO

-$15.2M

1,652,021 -39%

建仓

— GRAB HOLDINGS LIMITED

+$7.4M

3,502,000

清仓

— MONEYLION INC

-$6.8M

0 -100%

建仓

— CVENT HOLDING CORP

+$6.5M

800,000

清仓

CCC CCC INTELLIGENT SOLUTIONS HOLDINGS INC

-$3.4M

0 -100%