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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$2.74B
Positions
25
New
5
Increased
12
Decreased
1
Sold Out
5
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $2.74B across 25 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). The top 10 positions account for 94.2% 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 | $973.72M | 35.50% | - |
| 2 | METAFACEBOOK INC | $441.51M | 16.10% | +426.2% |
| 3 | DATATABLEAU SOFTWARE INC | $418.16M | 15.24% | - |
| 4 | EXPEEXPEDIA GROUP INC | $273.36M | 9.97% | +22.4% |
| 5 | BKNGBOOKING HLDGS INC | $264.22M | 9.63% | -11.5% |
| 6 | PDDPINDUODUO INC | $55.79M | 2.03% | +2.9% |
| 7 | AMZNAMAZON COM INC | $49.56M | 1.81% | +3.1% |
| 8 | MSFTMICROSOFT CORP | $36.56M | 1.33% | +19.9% |
| 9 | CRMSALESFORCE COM INC | $36.30M | 1.32% | +35.9% |
| 10 | YELPYELP INC | $34.44M | 1.26% | - |
| Stock | Value | Shares |
|---|---|---|
| NVDANVIDIA CORP | $21.36M | 160,000 |
| S9QSPIRIT AIRLINES INC | $13.03M | 225,000 |
| ESTCELASTIC NV | $5.36M | 75,000 |
| ALGTALLEGIANT TRAVEL CO | $2.00M | 20,000 |
| SKYWSKYWEST INC | $1.02M | 23,000 |
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