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MENLO PARK, CA · CIK 0001541617
New positions
6
Added to
7
Trimmed
8
Exited
5
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $836.11M across 36 positions in their Q4 2013 SEC 13F filing (period ending 2013-12-31). The top 10 positions account for 84.8% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | PRICELINE COM INC | $111.71M | 13.36% | -36.2% |
| 2 | RCLROYAL CARIBBEAN CRUISES LTD | $89.44M | 10.70% | - |
| 3 | EXPEEXPEDIA INC DEL | $86.43M | 10.34% | New |
| 4 | CARAVIS BUDGET GROUP | $75.53M | 9.03% | +19.3% |
| 5 | UALUNITED CONTL HLDGS INC | $74.92M | 8.96% | -31.6% |
| 6 | NQ MOBILE INC | $67.43M | 8.06% | +714.0% |
| 7 | METAFACEBOOK INC | $61.76M | 7.39% | -0.2% |
| 8 | ALKALASKA AIR GROUP INC | $52.42M | 6.27% | - |
| 9 | GRPNCHFGROUPON INC | $50.06M | 5.99% | +372.5% |
| 10 | CTRPUSDCTRIP COM INTL LTD | $39.01M | 4.67% | -36.8% |
| Stock | Value | Shares |
|---|---|---|
| EXPEEXPEDIA INC DEL | $86.43M | 1,240,719 |
| AALAMERICAN AIRLS GROUP INC | $19.02M | 753,148 |
| GLOBAL EAGLE ENTMT INC | $1.49M | 100,000 |
| CONCUR TECHNOLOGIES INC | $1.15M | 11,140 |
| INFOBLOX INC | $1.01M | 30,559 |
| MODNEURMODEL N INC | $886.00K | 75,145 |
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