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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$1.95B
Positions
17
New
5
Increased
5
Decreased
2
Sold Out
1
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $1.95B across 17 positions in their Q4 2016 SEC 13F filing (period ending 2016-12-31). The top 10 positions account for 94.6% of the portfolio.
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTINENTAL HOLDINGS | $747.59M | 38.34% | -10.9% |
| 2 | EXPEEXPEDIA INC | $509.55M | 26.13% | -0.0% |
| 3 | THE PRICELINE GROUP INC | $180.32M | 9.25% | +199.6% |
| 4 | DATATABLEAU SOFTWARE INC | $109.35M | 5.61% | +131.3% |
| 5 | ALKALASKA AIR GROUP INC | $80.08M | 4.11% | - |
| 6 | CTRPUSDCTRIP.COM INTERNATIONAL-ADR | $51.48M | 2.64% | - |
| 7 | PPURE STORAGE INC | $46.48M | 2.38% | +1.0% |
| 8 | DALDELTA AIR LINES INC | $42.47M | 2.18% | - |
| 9 | AALAMERICAN AIRLINES GROUP INC | $39.69M | 2.04% | - |
| 10 | AMZNAMAZON.COM INC | $37.49M | 1.92% | New |
| Stock | Value | Shares |
|---|---|---|
| AMZNAMAZON.COM INC | $37.49M | 50,000 |
| TWLOTWILIO INC | $22.44M | 777,800 |
| XYZSQUARE INC | $19.85M | 1,456,545 |
| CRMSALESFORCE.COM INC | $10.61M | 155,000 |
| PYPLPAYPAL HOLDINGS INC | $7.89M | 200,000 |
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