THEMATIC

Thematic Altimeter US Total Return Index

TALTI

Add to research

Index Performance

-13.68%
TALTI
-2.42%
SPY

Overview

Description

The Thematic Altimeter Index (TALTI) tracks the public security portfolio of the hedge fund, Altimeter Capital Management, automatically updated to reflect the latest quarterly 13F filings.

  • TickerTALTI
  • Inception Date06/01/2022
  • WeightingCustom
  • # of holdings12
What's inside?

Holdings

All holdings as of March 16, 2026
CSV download
Snowflake, Inc. (SNOW)40.45%$60.72B29.16%66.67%13.61
Meta Platforms, Inc. (META)23.13%$1.67T22.17%82.00%8.47
Uber Technologies, Inc. (UBER)12.24%$155.26B18.28%33.36%3.43
Microsoft Corp. (MSFT)10.64%$3.05T16.72%68.04%11.92
Confluent, Inc. (CFLT)7.02%$11.01B21.08%74.26%8.09
Grab Holdings Ltd. (Singapore) (GRAB)2.16%$16.46B20.49%43.20%4.83
Roblox Corp. (RBLX)1.89%$46.83B35.77%23.75%11.17
Opendoor Technologies, Inc. (OPEN)1.07%$4.96B-15.18%8.01%1.03
MongoDB, Inc. (MDB)0.83%$21.48B22.79%71.72%11.29
GitLab, Inc. (GTLB)0.28%$4.22B25.81%87.38%N/A
Okta, Inc. (OKTA)0.27%$14.12B11.84%77.36%4.36
UiPath, Inc. (PATH)0.04%$6.18B15.92%83.00%4.66
Market data by FactSet