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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$2.57B
Positions
25
New
4
Increased
8
Decreased
4
Sold Out
6
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $2.57B across 25 positions in their Q3 2018 SEC 13F filing (period ending 2018-09-30). The top 10 positions account for 93.9% 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 CONTL HLDGS INC | $1.04B | 40.37% | -0.5% |
| 2 | DATATABLEAU SOFTWARE INC | $389.38M | 15.18% | - |
| 3 | BKNGBOOKING HLDGS INC | $344.03M | 13.41% | - |
| 4 | EXPEEXPEDIA GROUP INC | $258.52M | 10.08% | +0.1% |
| 5 | METAFACEBOOK INC | $105.27M | 4.10% | +254.0% |
| 6 | PPURE STORAGE INC | $64.88M | 2.53% | -40.5% |
| 7 | AMZNAMAZON COM INC | $64.10M | 2.50% | - |
| 8 | PDDPINDUODUO INC | $63.50M | 2.48% | New |
| 9 | YELPYELP INC | $48.43M | 1.89% | - |
| 10 | MSFTMICROSOFT CORP | $34.33M | 1.34% | +9.2% |
| Stock | Value | Shares |
|---|---|---|
| PDDPINDUODUO INC | $63.50M | 2,415,359 |
| NTNXNUTANIX INC | $5.13M | 120,000 |
| NCLHNORWEGIAN CRUISE LINE HLDG L | $2.87M | 50,000 |
| MESAMESA AIR GROUP INC | $1.66M | 120,000 |
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