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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$2.11B
Positions
20
New
2
Increased
5
Decreased
3
Sold Out
5
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $2.11B across 20 positions in their Q3 2017 SEC 13F filing (period ending 2017-09-30). The top 10 positions account for 96.7% 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 | EXPEEXPEDIA INC | $647.46M | 30.63% | - |
| 2 | UALUNITED CONTINENTAL HOLDINGS | $637.10M | 30.14% | +0.8% |
| 3 | DATATABLEAU SOFTWARE INC | $268.45M | 12.70% | - |
| 4 | THE PRICELINE GROUP INC | $225.19M | 10.65% | - |
| 5 | PPURE STORAGE INC | $75.15M | 3.56% | - |
| 6 | AMZNAMAZON.COM INC | $48.82M | 2.31% | +1.6% |
| 7 | YELPYELP INC | $47.33M | 2.24% | +325.9% |
| 8 | XYZSQUARE INC | $37.64M | 1.78% | -0.0% |
| 9 | NFLXNETFLIX INC | $35.47M | 1.68% | - |
| 10 | TWLOTWILIO INC | $21.73M | 1.03% | - |
| Stock | Value | Shares |
|---|---|---|
| MULEUSDMULESOFT INC | $5.08M | 252,132 |
| TRVGTRIVAGO NV | $4.45M | 410,362 |
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