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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$3.65B
Positions
26
New
4
Increased
11
Decreased
1
Sold Out
2
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $3.65B across 26 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). The top 10 positions account for 94.4% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED CONTL HLDGS INC | $1.05B | 28.70% | +1.9% |
| 2 | METAFACEBOOK INC | $724.41M | 19.84% | +5.6% |
| 3 | DATATABLEAU SOFTWARE INC | $580.08M | 15.88% | +7.0% |
| 4 | EXPEEXPEDIA GROUP INC | $452.26M | 12.38% | +18.1% |
| 5 | BKNGBOOKING HLDGS INC | $255.71M | 7.00% | - |
| 6 | PDDPINDUODUO INC | $125.26M | 3.43% | +144.2% |
| 7 | UBERUBER TECHNOLOGIES INC | $119.65M | 3.28% | New |
| 8 | MSFTMICROSOFT CORP | $66.98M | 1.83% | - |
| 9 | CRMSALESFORCE COM INC | $42.48M | 1.16% | +5.7% |
| 10 | NTNXNUTANIX INC | $33.29M | 0.91% | -38.9% |
| Stock | Value | Shares |
|---|---|---|
| UBERUBER TECHNOLOGIES INC | $119.65M | 2,579,705 |
| GRUBHUB INC | $12.96M | 166,158 |
| PACKRANPAK HOLDINGS CORP | $8.85M | 1,000,000 |
| CRWDCROWDSTRIKE HLDGS INC | $5.46M | 80,000 |
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