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
$5.92B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$105M
3
+$50.1M
4
MSFT icon
Microsoft
MSFT
+$45.9M
5
DGNR.U
Dragoneer Growth Opportunities Corp. Units, each consisting of one Class A ordinary share, and one-f
DGNR.U
+$42.9M

Top Sells

1
+$47M
2
+$2.17M

Sector Composition

1 Technology 50.58%
2 Consumer Discretionary 26.7%
3 Communication Services 16.9%
4 Industrials 4.42%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.2M 0.14%
1,058,086
27
$6.78M 0.11%
250,000
1
2