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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$756.74M
Positions
35
New
6
Increased
6
Decreased
2
Sold Out
2
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $756.74M across 35 positions in their Q3 2013 SEC 13F filing (period ending 2013-09-30). The top 10 positions account for 92.0% 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 | $152.35M | 20.13% | - |
| 2 | DALDELTA AIR LINES INC DEL | $128.14M | 16.93% | +1.9% |
| 3 | UALUNITED CONTINENTAL HOLDINGS | $88.93M | 11.75% | +31.9% |
| 4 | CTRPUSDCTRIP COM INTL LTD | $72.71M | 9.61% | - |
| 5 | RCLROYAL CARIBBEAN CRUISES LTD | $72.20M | 9.54% | - |
| 6 | METAFACEBOOK INC | $56.89M | 7.52% | - |
| 7 | CARAVIS BUDGET GROUP | $45.16M | 5.97% | +12.0% |
| 8 | ALKALASKA AIR GROUP INC | $44.74M | 5.91% | - |
| 9 | HTZHERTZ GLOBAL HOLDINGS INC | $20.75M | 2.74% | +27.2% |
| 10 | YYAIUS AIRWAYS GROUP INC | $14.28M | 1.89% | +253.3% |
| Stock | Value | Shares |
|---|---|---|
| GRPNCHFGROUPON INC | $10.09M | 900,000 |
| HANHAWAIIAN HOLDINGS INC | $3.23M | 300,112 |
| NEONNEONODE INC | $1.34M | 208,632 |
| ARUBA NETWORKS INC | $1.33M | 80,199 |
| ALLTALLOT COMMUNICATIONS LTD | $881.00K | 69,722 |
| ANGIES LIST INC | $507.00K | 1,000 |
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