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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$1.56B
Positions
19
New
3
Increased
7
Decreased
3
Sold Out
9
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $1.56B across 19 positions in their Q3 2015 SEC 13F filing (period ending 2015-09-30). The top 10 positions account for 89.8% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTL HOLDINGS INC | $493.37M | 31.56% | +95.8% |
| 2 | EXPEEXPEDIA INC DEL | $353.24M | 22.59% | +26.9% |
| 3 | RCLROYAL CARIBBEAN CRUISES LTD | $110.60M | 7.07% | - |
| 4 | ALKALASKA AIR GROUP INC | $89.63M | 5.73% | - |
| 5 | PRICELINE GRP INC | $87.79M | 5.62% | - |
| 6 | AALAMERICAN AIRLS GROUP INC | $80.73M | 5.16% | +3.7% |
| 7 | CTRPUSDCTRIP COM INTL LTD | $55.99M | 3.58% | - |
| 8 | DATATABLEAU SOFTWARE INC | $48.24M | 3.09% | New |
| 9 | ZZILLOW GROUP INC | $46.40M | 2.97% | New |
| 10 | QUNAR CAYMAN IS LTD | $37.14M | 2.38% | +20.6% |
| Stock | Value | Shares |
|---|---|---|
| DATATABLEAU SOFTWARE INC | $48.24M | 604,621 |
| ZZILLOW GROUP INC | $46.40M | 1,718,632 |
| BOXBOX INC | $5.03M | 400,000 |
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