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MENLO PARK, CA · CIK 0001541617
New positions
4
Added to
6
Trimmed
7
Exited
4
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $1.37B across 28 positions in their Q1 2015 SEC 13F filing (period ending 2015-03-31). The top 10 positions account for 82.4% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTINENTAL HOLDINGS | $301.29M | 21.99% | -6.9% |
| 2 | EXPEEXPEDIA INC | $212.17M | 15.49% | +19.3% |
| 3 | CARAVIS BUDGET GROUP INC | $105.11M | 7.67% | -4.7% |
| 4 | RCLROYAL CARIBBEAN CRUISES LTD | $101.61M | 7.42% | -34.2% |
| 5 | ALKALASKA AIR GROUP INC | $87.90M | 6.42% | - |
| 6 | THE PRICELINE GROUP INC | $82.63M | 6.03% | -5.8% |
| 7 | AALAMERICAN AIRLINES GROUP INC | $71.41M | 5.21% | +34.7% |
| 8 | METAFACEBOOK INC | $65.36M | 4.77% | - |
| 9 | CTRPUSDCTRIP.COM INTERNATIONAL-ADR | $51.95M | 3.79% | - |
| 10 | TRIPTRIPADVISOR INC | $49.90M | 3.64% | -50.0% |
| Stock | Value | Shares |
|---|---|---|
| ZGZILLOW GROUP INC | $26.17M | 260,900 |
| ZEN1EURZENDESK INC | $3.97M | 175,000 |
| CHGGCHEGG INC | $806.00K | 101,369 |
| URIUNITED RENTALS INC | $638.00K | 7,000 |
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