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MENLO PARK, CA · CIK 0001541617
New positions
8
Added to
11
Trimmed
3
Exited
7
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $2.02B across 26 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). The top 10 positions account for 94.3% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTINENTAL HOLDINGS | $811.89M | 40.26% | +4.9% |
| 2 | BKNGBOOKING HOLDINGS INC | $360.74M | 17.89% | New |
| 3 | DATATABLEAU SOFTWARE INC | $270.89M | 13.43% | +2.0% |
| 4 | EXPEEXPEDIA GROUP INC | $216.85M | 10.75% | -42.8% |
| 5 | PPURE STORAGE INC | $83.79M | 4.16% | - |
| 6 | AMZNAMAZON.COM INC | $43.42M | 2.15% | -40.9% |
| 7 | YELPYELP INC | $41.09M | 2.04% | +20.2% |
| 8 | METAFACEBOOK INC | $32.01M | 1.59% | New |
| 9 | MSFTMICROSOFT CORP | $23.73M | 1.18% | New |
| 10 | MULEUSDMULESOFT INC | $17.59M | 0.87% | +45.5% |
| Stock | Value | Shares |
|---|---|---|
| BKNGBOOKING HOLDINGS INC | $360.74M | 173,402 |
| METAFACEBOOK INC | $32.01M | 200,300 |
| MSFTMICROSOFT CORP | $23.73M | 260,000 |
| DBXDROPBOX INC | $6.25M | 200,000 |
| TSLATESLA INC | $4.95M | 5,000,000 |
| WWAYFAIR INC | $1.43M | 21,206 |
| DALDELTA AIR LINES INC | $1.10M | 20,000 |
| IQIQIYI INC | $778.00K | 50,000 |
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