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MENLO PARK, CA · CIK 0001541617
New positions
4
Added to
10
Trimmed
6
Exited
5
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $2.92B across 24 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). The top 10 positions account for 95.5% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTL HLDGS INC | $929.32M | 31.82% | +0.0% |
| 2 | METAFACEBOOK INC | $592.32M | 20.28% | +5.5% |
| 3 | DATATABLEAU SOFTWARE INC | $415.75M | 14.24% | -6.3% |
| 4 | EXPEEXPEDIA GROUP INC | $347.62M | 11.90% | +19.6% |
| 5 | BKNGBOOKING HLDGS INC | $238.01M | 8.15% | -11.1% |
| 6 | NTNXNUTANIX INC | $79.25M | 2.71% | +600.0% |
| 7 | PDDPINDUODUO INC | $61.66M | 2.11% | - |
| 8 | MSFTMICROSOFT CORP | $58.97M | 2.02% | +38.9% |
| 9 | CRMSALESFORCE COM INC | $41.97M | 1.44% | - |
| 10 | BABAALIBABA GROUP HLDG LTD | $24.88M | 0.85% | +9.7% |
| Stock | Value | Shares |
|---|---|---|
| SAVEEURSPIRIT AIRLINES INC | $11.89M | 225,000 |
| TSLA 1.25 03/01/21TESLA INC | $6.16M | 6,000,000 |
| NCLHNORWEGIAN CRUISE LINE HLDG L | $3.85M | 70,000 |
| LYFTLYFT INC | $783.00K | 10,000 |
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