Loading...
Loading...
MENLO PARK, CA · CIK 0001541617
Portfolio Value
$1.08B
Positions
26
New
2
Increased
7
Decreased
3
Sold Out
7
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $1.08B across 26 positions in their Q3 2014 SEC 13F filing (period ending 2014-09-30). The top 10 positions account for 83.5% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTL HLDGS INC | $134.13M | 12.36% | +12.4% |
| 2 | RCLROYAL CARIBBEAN CRUISES LTD | $126.92M | 11.70% | - |
| 3 | EXPEEXPEDIA INC DEL | $126.21M | 11.63% | - |
| 4 | HTZHERTZ GLOBAL HOLDINGS INC | $114.55M | 10.56% | +59.0% |
| 5 | CARAVIS BUDGET GROUP | $102.56M | 9.45% | - |
| 6 | PRICELINE GRP INC | $95.44M | 8.80% | +9.8% |
| 7 | METAFACEBOOK INC | $62.84M | 5.79% | - |
| 8 | ALKALASKA AIR GROUP INC | $57.83M | 5.33% | +100.0% |
| 9 | CTRPUSDCTRIP COM INTL LTD | $50.30M | 4.64% | - |
| 10 | DALDELTA AIR LINES INC DEL | $34.83M | 3.21% | +26.2% |
| Stock | Value | Shares |
|---|---|---|
| TRIPTRIPADVISOR INC | $9.81M | 107,306 |
| ZGZILLOW INC | $9.44M | 81,361 |
Get alerts when Altimeter Capital Management, LP files new 13F holdings.