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MENLO PARK, CA · CIK 0001541617
New positions
1
Added to
7
Trimmed
5
Exited
0
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $1.83B across 20 positions in their Q4 2015 SEC 13F filing (period ending 2015-12-31). The top 10 positions account for 89.3% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTL HLDGS INC | $610.25M | 33.42% | +14.5% |
| 2 | EXPEEXPEDIA INC DEL | $379.01M | 20.76% | +1.6% |
| 3 | RCLROYAL CARIBBEAN CRUISES LTD | $125.65M | 6.88% | - |
| 4 | ALKALASKA AIR GROUP INC | $90.83M | 4.97% | - |
| 5 | PRICELINE GRP INC | $90.50M | 4.96% | - |
| 6 | DATATABLEAU SOFTWARE INC | $83.52M | 4.57% | +46.6% |
| 7 | CTRPUSDCTRIP COM INTL LTD | $82.12M | 4.50% | +100.0% |
| 8 | QUNAR CAYMAN IS LTD | $80.32M | 4.40% | +27.2% |
| 9 | AALAMERICAN AIRLS GROUP INC | $49.41M | 2.71% | -43.9% |
| 10 | DALDELTA AIR LINES INC DEL | $38.70M | 2.12% | - |
| Stock | Value | Shares |
|---|---|---|
| PPURE STORAGE INC | $31.14M | 2,000,000 |
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