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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$1.35B
Positions
25
New
2
Increased
7
Decreased
3
Sold Out
5
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $1.35B across 25 positions in their Q2 2015 SEC 13F filing (period ending 2015-06-30). The top 10 positions account for 81.9% 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 | EXPEEXPEDIA INC DEL | $258.65M | 19.15% | +4.9% |
| 2 | UALUNITED CONTL HLDGS INC | $251.72M | 18.64% | +6.0% |
| 3 | RCLROYAL CARIBBEAN CRUISES LTD | $97.69M | 7.23% | - |
| 4 | PRICELINE GRP INC | $81.72M | 6.05% | - |
| 5 | AALAMERICAN AIRLS GROUP INC | $80.04M | 5.93% | +48.1% |
| 6 | CARAVIS BUDGET GROUP | $78.51M | 5.81% | - |
| 7 | ALKALASKA AIR GROUP INC | $72.69M | 5.38% | -15.1% |
| 8 | METAFACEBOOK INC | $68.19M | 5.05% | - |
| 9 | CTRPUSDCTRIP COM INTL LTD | $64.36M | 4.77% | - |
| 10 | TRIPTRIPADVISOR INC | $52.28M | 3.87% | - |
| Stock | Value | Shares |
|---|---|---|
| ALGTALLEGIANT TRAVEL CO | $1.92M | 10,800 |
| MAKEMYTRIP LIMITED MAURITIUS | $1.44M | 73,285 |
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