SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $2.92B
Positions: 24
Period: 2019-03-31
Filed: 2019-05-15
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

$2.92B

Positions

24

New

2

Increased

12

Decreased

6

Sold Out

72

Altimeter Capital Management, LP Q1 2019 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $2.92B across 24 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). Top holdings include UNTC ($929.32M), META ($592.32M), DATA ($415.75M). The top 10 positions account for 95.5% of the portfolio. This quarter saw 2 new positions, 12 increases, 6 reductions, 72 complete exits. Notable new buys: TSLA ($6.16M), LYFT ($783.00K). Notable exits: TSLA, SPR, NVDA.

All Holdings

#StockValue↓WeightChange
1
UNTCUNITED CONTL HLDGS INC
COM
$929.32M
31.82%
+0.0%
2
METAFACEBOOK INC
CL A
$592.32M
20.28%
+5.5%
3
DATATABLEAU SOFTWARE INC
CL A
$415.75M
14.24%
-6.3%
4
EXPEEXPEDIA GROUP INC
COM NEW
$347.62M
11.90%
+19.6%
5
BKNGBOOKING HLDGS INC
COM
$238.01M
8.15%
-11.1%
6
NTNXNUTANIX INC
CL A
$79.25M
2.71%
+600.0%
7
PDDPINDUODUO INC
SPONSORED ADS
$61.66M
2.11%
-
8
MSFTMICROSOFT CORP
COM
$58.97M
2.02%
+38.9%
9
CRMSALESFORCE COM INC
COM
$41.97M
1.44%
-
10
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$24.88M
0.85%
+9.7%
11
TRVGTRIVAGO NV
SPON ADS A SHS
$22.37M
0.77%
+24.5%
12
MDBMONGODB INC
CL A
$20.58M
0.70%
-43.9%
13
OKTAOKTA INC
CL A
$16.55M
0.57%
-
14
AMZNAMAZON COM INC
COM
$14.25M
0.49%
-75.8%
15
AIPGSPIRIT AIRLINES INC
COM CL A
$11.89M
0.41%
+0.0%
16
YELPYELP INC
CL A
$10.35M
0.35%
-69.5%
17
DBXDROPBOX INC
CL A
$9.81M
0.34%
-30.8%
18
ESTCELASTIC NV
ORD SHS
$7.99M
0.27%
+33.3%
19
TSLATESLA INC
NOTE 1.25% 3/0
$6.16M
0.21%
New
20
NCLHNORWEGIAN CRUISE LINE HLDG L
SHS
$3.85M
0.13%
+0.0%
21
ALGTALLEGIANT TRAVEL CO
COM
$2.59M
0.09%
-
22
SKYWSKYWEST INC
COM
$1.90M
0.07%
+52.2%
23
MESAMESA AIR GROUP INC
COM NEW
$1.67M
0.06%
+7.4%
24
LYFTLYFT INC
CL A COM
$783.00K
0.03%
New

Position Changes

StockValueShares
TSLATESLA INC
$6.16M6,000,000
LYFTLYFT INC
$783.00K10,000