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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$2.13B
Positions
27
New
5
Increased
9
Decreased
3
Sold Out
4
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $2.13B across 27 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). The top 10 positions account for 95.1% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTINENTAL HOLDINGS | $814.92M | 38.31% | - |
| 2 | BKNGBOOKING HOLDINGS INC | $351.50M | 16.52% | - |
| 3 | DATATABLEAU SOFTWARE INC | $340.63M | 16.01% | +4.0% |
| 4 | EXPEEXPEDIA GROUP INC | $236.06M | 11.10% | - |
| 5 | PPURE STORAGE INC | $100.30M | 4.71% | - |
| 6 | AMZNAMAZON.COM INC | $54.39M | 2.56% | +6.7% |
| 7 | YELPYELP INC | $38.56M | 1.81% | - |
| 8 | METAFACEBOOK INC | $35.13M | 1.65% | -9.7% |
| 9 | MSFTMICROSOFT CORP | $27.12M | 1.27% | +5.8% |
| 10 | CRMSALESFORCE.COM INC | $23.66M | 1.11% | +19.6% |
| Stock | Value | Shares |
|---|---|---|
| PAGSPAGSEGURO DIGITAL LTD | $7.66M | 263,000 |
| WDAYWORKDAY INC-CLASS A | $6.06M | 50,000 |
| CPACOPA HOLDINGS SA | $946.00K | 10,000 |
| IACIEURIAC INTERACTIVECORP | $625.00K | 4,100 |
| ZGZILLOW GROUP INC | $580.00K | 2,000 |
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