ACM
U icon

Altimeter Capital Management’s Unity U Stock Holding History

Altimeter Capital Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,098,175
Closed -$300M – 26
2021
Q4 		$300M Hold
2,098,175
– – 2.85% 6
2021
Q3 		$265M Hold
2,098,175
– – 2.12% 8
2021
Q2 		$230M Sell
2,098,175
-1,448,368
-41% -$142M 1.8% 11
2021
Q1 		$356M Sell
3,546,543
-250,001
-7% -$30.8M 2.54% 6
2020
Q4 		$583M Hold
3,796,544
– – 5.39% 6
2020
Q3 		$331M Buy
+3,796,544
New +$320M 5.6% 6

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Altimeter Capital Management's U Position: Q1 2022 in Review

Altimeter Capital Management sold out of Unity (U) in Q1 2022, closing a stake of 2,098,175 shares — an estimated $300M sold.

Altimeter Capital Management first reported a position in U in Q3 2020 and held it in 6 quarters. The position peaked at $583M in Q4 2020. 579 funds tracked by Wall St. Rank hold U as of Q1 2022.

  • Altimeter Capital Management reported no remaining Unity position as of Q1 2022 after selling out during the quarter.
  • Altimeter Capital Management sold 2,098,175 Unity shares in Q1 2022, an estimated $300M.
  • Altimeter Capital Management first reported a position in Unity in Q3 2020 and held it in 6 quarters.
  • Altimeter Capital Management's Unity position peaked at $583M in Q4 2020.
  • 579 funds tracked by Wall St. Rank held Unity as of Q1 2022.

Based on Altimeter Capital Management's 13F filing for Q1 2022, filed 17 May 2022.