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
$3.64B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$74M
3
+$70.6M
4
META icon
Meta Platforms (Facebook)
META
+$38.6M
5
DATA
Tableau Software, Inc.
DATA
+$37.8M

Top Sells

1
+$21.2M
2
+$9.81M
3
+$783K

Sector Composition

1 Industrials 29.31%
2 Technology 25.26%
3 Consumer Discretionary 24.49%
4 Communication Services 20.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-450,000
27
– –
-10,000
1
2