Altimeter Capital Management, LP: UBER TECHNOLOGIES INC (UBER): Quarterly 13F Position History
As of Q1 2026, Altimeter Capital Management, LP reported 7,971,772 shares of UBER TECHNOLOGIES INC (UBER), worth $573.4M and representing 10.1% of its 13F equity book. Quarter-over-quarter share count change: + 2,382,980 (+42.6%) . The position first appeared in Q2 2019 and has been disclosed across 28 13F-HR filings in Pactolio's tracked window.
- 7,971,772Shares Held (Latest Filing)
- $573.4MReported Market Value (Latest Filing)
- 10.1%Portfolio Weight (% of 13F Equity Book)
- +2,382,980Quarter-over-Quarter Share Change
- +$116.7MQuarter-over-Quarter Value Change
- 31,152,028Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 28 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 7,971,772 | +2,382,980 | +42.6% | $573.4M | 10.1% | $71.9 |
| Q4 2025 | 5,588,792 | 0 | — | $456.7M | 6.9% | $81.7 |
| Q3 2025 | 5,588,792 | 364,312 | -6.1% | $547.5M | 7.2% | $98.0 |
| Q2 2025 | 5,953,104 | +286,802 | +5.1% | $555.4M | 8.0% | $93.3 |
| Q1 2025 | 5,666,302 | +77,510 | +1.4% | $412.8M | 8.3% | $72.9 |
| Q4 2024 | 5,588,792 | 7,747,808 | -58.1% | $337.1M | 6.1% | $60.3 |
| Q3 2024 | 13,336,600 | 178,460 | -1.3% | $1.0B | 14.8% | $75.2 |
| Q2 2024 | 13,515,060 | +178,460 | +1.3% | $982.3M | 14.6% | $72.7 |
| Q1 2024 | 13,336,600 | 0 | — | $1.0B | 15.8% | $77.0 |
| Q4 2023 | 13,336,600 | 0 | — | $821.1M | 13.6% | $61.6 |
| Q3 2023 | 13,336,600 | 0 | — | $613.4M | 11.6% | $46.0 |
| Q2 2023 | 13,336,600 | 0 | — | $575.7M | 10.4% | $43.2 |
| Q1 2023 | 13,336,600 | 591,000 | -4.2% | $422.8M | 9.3% | $31.7 |
| Q4 2022 | 13,927,600 | 1,650,000 | -10.6% | $344.4M | 9.4% | $24.7 |
| Q3 2022 | 15,577,600 | 0 | — | $412.8M | 8.8% | $26.5 |
| Q2 2022 | 15,577,600 | 15,182,400 | -49.4% | $318.7M | 7.3% | $20.5 |
| Q1 2022 | 30,760,000 | +19,260,000 | +167.5% | $1.2B | 15.3% | $38.8 |
| Q4 2021 | 11,500,000 | 13,000,000 | -53.1% | $482.2M | 4.6% | $41.9 |
| Q3 2021 | 24,500,000 | 0 | — | $1.1B | 8.8% | $44.8 |
| Q2 2021 | 24,500,000 | 3,911,000 | -13.8% | $1.2B | 9.2% | $50.1 |
| Q1 2021 | 28,411,000 | 0 | — | $1.5B | 11.1% | $54.5 |
| Q4 2020 | 28,411,000 | 1,000,000 | -3.4% | $1.4B | 13.4% | $51.0 |
| Q3 2020 | 29,411,000 | +500,000 | +1.7% | $1.1B | 18.1% | $36.5 |
| Q2 2020 | 28,911,000 | 2,241,028 | -7.2% | $898.6M | 19.0% | $31.1 |
| Q1 2020 | 31,152,028 | +10,058,744 | +47.7% | $869.8M | 26.1% | $27.9 |
| Q4 2019 | 21,093,284 | +7,093,284 | +50.7% | $627.3M | 14.0% | $29.7 |
| Q3 2019 | 14,000,000 | +11,420,295 | +442.7% | $426.6M | 10.4% | $30.5 |
| Q2 2019 | 2,579,705 | — | — | $119.6M | 3.3% | $46.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Altimeter Capital Management, LP first disclose a UBER position in 13F-HR filings?
Altimeter Capital Management, LP first reported UBER TECHNOLOGIES INC (UBER) on its 13F-HR filing for the period ending 2019-06-30 (Q2 2019). The position has appeared on 28 reported quarters within Pactolio's tracked window.
What was Altimeter Capital Management, LP's most recent quarter-over-quarter share-count change in UBER?
Between Q4 2025 and Q1 2026, Altimeter Capital Management, LP added 2,382,980 shares of UBER (+42.6%), bringing the total reported position to 7,971,772 shares at a market value of $573.4M.
Does the implied price-per-share represent Altimeter Capital Management, LP's cost basis in UBER?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.