Managers / Q4 2020 · view latest →
Altimeter Capital Management, LP
CIK 0001541617 · 2550 SAND HILL RD, SUITE 150, MENLO PARK, CA, 94025 · 6502578355
Reported Value
$10.8B
Q4 2020
Positions
29
Filings on Record
33
2019–present window
Filed
Feb 16, 2021
original filing
Summary
Altimeter Capital Management, Lp reported $10.8B in U.S.-listed holdings across 29 positions for Q4 2020.
The portfolio is heavily concentrated: SNOW alone accounts for 24.7% of reported value.
Compared with Q3 2020, the fund opened 8 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 82.4% · $8.9B
- ADR · 17.1% · $1.8B
- Other · 0.5% · $50M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $5.7B | 13 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $6.7B | 18 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $7.6B | 23 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $6.9B | 18 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $5.0B | 22 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $5.5B | 24 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $6.8B | 23 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $6.7B | 20 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $6.5B | 17 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $6.0B | 11 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $5.3B | 11 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $5.5B | 11 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $4.6B | 11 | May 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $3.7B | 11 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $4.7B | 17 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $4.4B | 16 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $6.9B | 22 | May 17, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2021 | $10.5B | 25 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $12.5B | 31 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $13.3B | 33 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $14.0B | 32 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $10.8B | 29 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $5.9B | 27 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $4.7B | 23 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $3.3B | 25 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $4.5B | 27 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $4.1B | 30 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $3.7B | 27 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $2.9B | 26 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $2.7B | 26 | Feb 15, 2019 | RESTATEMENT | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.