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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$4.48B
Positions
24
New
0
Increased
9
Decreased
2
Sold Out
4
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $4.48B across 24 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). The top 10 positions account for 96.2% 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 AIRLINES HLDGS INC | $1.04B | 23.28% | -0.0% |
| 2 | METAFACEBOOK INC | $770.38M | 17.22% | - |
| 3 | CRMSALESFORCE.COM INC | $672.34M | 15.02% | - |
| 4 | UBERUBER TECHNOLOGIES INC | $629.11M | 14.06% | +50.9% |
| 5 | EXPEEXPEDIA GROUP INC | $398.78M | 8.91% | +7.4% |
| 6 | PDDPINDUODUO INC | $328.66M | 7.34% | - |
| 7 | BKNGBOOKING HLDGS INC | $280.13M | 6.26% | - |
| 8 | MSFTMICROSOFT CORP | $82.79M | 1.85% | - |
| 9 | BABAALIBABA GROUP HLDG LTD | $62.43M | 1.40% | - |
| 10 | MDBMONGODB INC | $39.48M | 0.88% | +11.4% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| UBERUBER TECHNOLOGIES INC | $629.11M | 21,153,284 | +50.9% |
| EXPEEXPEDIA GROUP INC | $398.78M | 3,652,373 | +7.4% |
| MDBMONGODB INC | $39.48M | 300,000 | +11.4% |
| FTCHQFARFETCH LTD | $39.12M | 3,779,409 | +254.3% |
| DTDYNATRACE INC | $25.30M | 1,000,000 | +33.3% |
| ANGI1EURANGI HOMESERVICES INC | $7.54M | 890,000 | +89.4% |
| CRWDCROWDSTRIKE HLDGS INC | $7.48M | 150,000 | +20.0% |
| DDOGDATADOG INC | $5.67M | 150,000 | +50.0% |
| MESAMESA AIR GROUP INC | $2.95M | 329,686 | +13.7% |
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