ACM

Altimeter Capital Management Portfolio holdings

AUM $7.58B
1-Year Est. Return 70.45%
This Quarter Est. Return
1 Year Est. Return
+70.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$2.97M
3
+$1.92M
4
BIDU icon
Baidu
BIDU
+$1.83M
5
CRTO icon
Criteo
CRTO
+$1.3M

Top Sells

1
+$128M
2
+$23M
3
+$20.8M
4
ZG icon
Zillow
ZG
+$14.8M
5
TWLO icon
Twilio
TWLO
+$8.92M

Sector Composition

1 Industrials 39.85%
2 Consumer Discretionary 36.58%
3 Technology 18.41%
4 Communication Services 4.39%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
1
2