SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $2.57B
Positions: 25
Period: 2018-09-30
Filed: 2018-11-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$2.57B

Positions

25

New

3

Increased

9

Decreased

4

Sold Out

65

Altimeter Capital Management, LP Q3 2018 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $2.57B across 25 positions in their Q3 2018 SEC 13F filing (period ending 2018-09-30). Top holdings include UNTC ($1.04B), DATA ($389.38M), BKNG ($344.03M). The top 10 positions account for 93.9% of the portfolio. This quarter saw 3 new positions, 9 increases, 4 reductions, 65 complete exits. Notable new buys: PDD ($63.50M), NCLH ($2.87M), MESA ($1.66M). Notable exits: W, WDAY, NCLH.

All Holdings

#StockValue↓WeightChange
1
UNTCUNITED CONTL HLDGS INC
COM
$1.04B
40.37%
-0.5%
2
DATATABLEAU SOFTWARE INC
CL A
$389.38M
15.18%
-
3
BKNGBOOKING HLDGS INC
COM
$344.03M
13.41%
-
4
EXPEEXPEDIA GROUP INC
COM NEW
$258.52M
10.08%
+0.1%
5
METAFACEBOOK INC
CL A
$105.27M
4.10%
+254.0%
6
PSTGPURE STORAGE INC
CL A
$64.88M
2.53%
-40.5%
7
AMZNAMAZON COM INC
COM
$64.10M
2.50%
-
8
PDDPINDUODUO INC
SPONSORED ADS
$63.50M
2.48%
New
9
YELPYELP INC
CL A
$48.43M
1.89%
-
10
MSFTMICROSOFT CORP
COM
$34.33M
1.34%
+9.2%
11
CRMSALESFORCE COM INC
COM
$31.01M
1.21%
+12.4%
12
TRVGTRIVAGO NV
SPON ADS A SHS
$25.61M
1.00%
+268.3%
13
MDBMONGODB INC
CL A
$20.34M
0.79%
-
14
OKTAOKTA INC
CL A
$14.07M
0.55%
-
15
BABAALIBABA GROUP HOLDING LTD
SPONSORED ADS
$11.93M
0.46%
+51.9%
16
AIPGSPIRIT AIRLS INC
COM
$10.57M
0.41%
-
17
DBXDROPBOX INC
CL A
$10.38M
0.40%
+93.4%
18
TSLATESLA INC
COM
$6.84M
0.27%
+60.0%
19
GOOGLALPHABET INC
CAP STK CL A
$6.64M
0.26%
-67.6%
20
TSLATESLA INC
NOTE 1.25% 3/0
$5.74M
0.22%
-
21
NTNXNUTANIX INC
CL A
$5.13M
0.20%
+0.0%
22
PAGSPAGSEGURO DIGITAL LTD
COM CL A
$3.73M
0.15%
-50.9%
23
NCLHNORWEGIAN CRUISE LINE HLDG L
SHS
$2.87M
0.11%
New
24
MESAMESA AIR GROUP INC
COM NEW
$1.66M
0.06%
New
25
CPACOPA HOLDINGS SA
CL A
$798.00K
0.03%
-

Position Changes

StockValueShares
PDDPINDUODUO INC
$63.50M2,415,359
NCLHNORWEGIAN CRUISE LINE HLDG L
$2.87M50,000
MESAMESA AIR GROUP INC
$1.66M120,000