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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$2.40B
Positions
23
New
5
Increased
4
Decreased
3
Sold Out
1
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $2.40B across 23 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). The top 10 positions account for 93.7% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTINENTAL HOLDINGS | $775.66M | 32.32% | +0.5% |
| 2 | EXPEEXPEDIA INC | $669.99M | 27.92% | - |
| 3 | THE PRICELINE GROUP INC | $230.07M | 9.59% | - |
| 4 | DATATABLEAU SOFTWARE INC | $219.63M | 9.15% | - |
| 5 | ALKALASKA AIR GROUP INC | $85.50M | 3.56% | +1.8% |
| 6 | CTRPUSDCTRIP.COM INTERNATIONAL-ADR | $69.32M | 2.89% | - |
| 7 | PPURE STORAGE INC | $60.21M | 2.51% | -7.4% |
| 8 | AMZNAMAZON.COM INC | $48.40M | 2.02% | - |
| 9 | DALDELTA AIR LINES INC | $46.40M | 1.93% | - |
| 10 | AALAMERICAN AIRLINES GROUP INC | $42.77M | 1.78% | - |
| Stock | Value | Shares |
|---|---|---|
| TRIPTRIPADVISOR Inc | $5.57M | 145,800 |
| BABAALIBABA GROUP HOLDING-SP ADR | $3.63M | 25,750 |
| CVNACARVANA CO | $2.46M | 120,000 |
| OKTAOKTA INC | $1.71M | 75,000 |
| CARAVIS BUDGET GROUP INC | $818.00K | 30,000 |
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