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MENLO PARK, CA · CIK 0001541617
New positions
6
Added to
10
Trimmed
2
Exited
4
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $4.10B across 28 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). The top 10 positions account for 95.7% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UALUNITED AIRLINES HLDGS INC | $1.05B | 25.64% | -0.2% |
| 2 | METAFACEBOOK INC | $668.40M | 16.31% | - |
| 3 | CRMSALESFORCE COM INC | $613.64M | 14.97% | +1376.4% |
| 4 | EXPEEXPEDIA GROUP INC | $456.95M | 11.15% | - |
| 5 | UBERUBER TECHNOLOGIES INC | $430.06M | 10.49% | +443.3% |
| 6 | PDDPINDUODUO INC | $279.99M | 6.83% | +43.1% |
| 7 | BKNGBOOKING HLDGS INC | $267.70M | 6.53% | - |
| 8 | MSFTMICROSOFT CORP | $72.99M | 1.78% | +5.0% |
| 9 | BABAALIBABA GROUP HLDG LTD | $49.22M | 1.20% | +65.5% |
| 10 | MDBMONGODB INC | $32.46M | 0.79% | +68.4% |
| Stock | Value | Shares |
|---|---|---|
| DTDYNATRACE INC | $14.00M | 750,000 |
| FTCHQFARFETCH LTD | $9.22M | 1,066,709 |
| DDOGDATADOG INC | $3.39M | 100,000 |
| ANGI1EURANGI HOMESERVICES INC | $3.33M | 470,000 |
| PTONPELOTON INTERACTIVE INC | $2.51M | 100,000 |
| RCLROYAL CARIBBEAN CRUISES LTD | $1.08M | 10,000 |
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