Loading...
Loading...
MENLO PARK, CA · CIK 0001541617
New positions
4
Added to
5
Trimmed
2
Exited
6
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $4.73B across 23 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 91.4% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | $898.55M | 19.01% | -7.2% |
| 2 | METAFACEBOOK INC | $852.28M | 18.03% | - |
| 3 | PDDPINDUODUO INC | $745.95M | 15.78% | - |
| 4 | CRMSALESFORCE.COM INC | $590.81M | 12.50% | - |
| 5 | EXPEEXPEDIA GROUP INC | $437.24M | 9.25% | +36.0% |
| 6 | MSFTMICROSOFT CORP | $223.28M | 4.72% | +109.0% |
| 7 | BKNGBOOKING HLDGS INC | $217.20M | 4.59% | - |
| 8 | UALUNITED AIRLINES HLDGS INC | $166.24M | 3.52% | -55.5% |
| 9 | MDBMONGODB INC | $102.31M | 2.16% | +50.7% |
| 10 | CRWDCROWDSTRIKE HLDS INC | $87.25M | 1.85% | +480.0% |
| Stock | Value | Shares |
|---|---|---|
| VRMUSDVROOM INC | $41.67M | 799,281 |
| SESEA LTD | $23.91M | 223,000 |
| ZMZOOM VIDEO COMMUNICATIONS | $20.28M | 80,000 |
| SFIXSTITCH FIX INC | $6.24M | 250,000 |
Get alerts when Altimeter Capital Management, LP files new 13F holdings.