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MENLO PARK, CA · CIK 0001541617
New positions
1
Added to
8
Trimmed
3
Exited
3
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $978.53M across 34 positions in their Q1 2014 SEC 13F filing (period ending 2014-03-31). The top 10 positions account for 81.9% 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 | NQ MOBILE INC | $121.48M | 12.42% | +69.4% |
| 2 | RCLROYAL CARIBBEAN CRUISES LTD | $102.91M | 10.52% | - |
| 3 | UALUNITED CONTL HOLDINGS INC | $91.65M | 9.37% | +3.7% |
| 4 | EXPEEXPEDIA INC DEL | $91.52M | 9.35% | +1.7% |
| 5 | CARAVIS BUDGET GROUP INC | $91.00M | 9.30% | - |
| 6 | PRICELINE COM INC | $84.60M | 8.65% | -26.1% |
| 7 | HTZHERTZ GLOBAL HOLDINGS INC | $62.25M | 6.36% | +105.6% |
| 8 | ALKALASKA AIR GROUP INC | $61.97M | 6.33% | -7.1% |
| 9 | METAFACEBOOK INC | $47.89M | 4.89% | -29.6% |
| 10 | GRPNCHFGROUPON INC | $46.27M | 4.73% | +29.7% |
| Stock | Value | Shares |
|---|---|---|
| CPACOPA HOLDINGS SA | $22.15M | 152,577 |
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