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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$1.90B
Positions
25
New
6
Increased
4
Decreased
9
Sold Out
1
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $1.90B across 25 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). The top 10 positions account for 96.8% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTINENTAL HOLDINGS | $750.63M | 39.50% | +7.2% |
| 2 | EXPEEXPEDIA INC | $411.09M | 21.63% | -23.7% |
| 3 | DATATABLEAU SOFTWARE INC | $227.30M | 11.96% | -8.4% |
| 4 | THE PRICELINE GROUP INC | $213.74M | 11.25% | - |
| 5 | PPURE STORAGE INC | $66.61M | 3.51% | -10.6% |
| 6 | AMZNAMAZON.COM INC | $59.39M | 3.13% | - |
| 7 | NFLXNETFLIX INC | $37.55M | 1.98% | - |
| 8 | YELPYELP INC | $36.76M | 1.93% | -20.6% |
| 9 | XYZSQUARE INC | $22.34M | 1.18% | -50.7% |
| 10 | PYPLPAYPAL HOLDINGS INC | $14.72M | 0.77% | - |
| Stock | Value | Shares |
|---|---|---|
| TSLATESLA INC | $3.03M | 1,500 |
| MDBMONGODB INC | $2.97M | 100,000 |
| BIDUBAIDU INC | $1.83M | 7,800 |
| SAVEEURSPIRIT AIRLINES INC | $1.64M | 2,250 |
| CRTOCRITEO SA | $1.30M | 50,000 |
| NCLHNORWEGIAN CRUISE LINE HOLDINGS | $1.06M | 20,000 |
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