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MENLO PARK, CA · CIK 0001541617
New positions
4
Added to
8
Trimmed
2
Exited
3
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $3.33B across 25 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 95.7% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | $869.76M | 26.10% | +47.3% |
| 2 | METAFACEBOOK INC | $626.07M | 18.79% | - |
| 3 | CRMSALESFORCE.COM INC | $454.09M | 13.63% | -23.7% |
| 4 | UALUNITED AIRLINES HLDGS INC | $340.47M | 10.22% | -8.7% |
| 5 | PDDPINDUODUO INC | $313.10M | 9.39% | - |
| 6 | EXPEEXPEDIA GROUP INC | $220.16M | 6.61% | +7.1% |
| 7 | BKNGBOOKING HLDGS INC | $183.50M | 5.51% | - |
| 8 | MSFTMICROSOFT CORP | $82.80M | 2.48% | - |
| 9 | BABAALIBABA GROUP HLDG LTD | $57.24M | 1.72% | - |
| 10 | MDBMONGODB INC | $40.96M | 1.23% | - |
| Stock | Value | Shares |
|---|---|---|
| NOWSERVICENOW INC | $8.31M | 28,991 |
| PTONPELOTON INTERACTIVE INC | $3.19M | 120,000 |
| CVNACARVANA CO | $2.20M | 40,000 |
| AMZNAMAZON COM INC | $487.00K | 250 |
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