Altimeter Capital Management as of Sept. 30, 2017
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 20 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Expedia (EXPE) | 30.7 | $648M | 4.5M | 143.94 | |
| Hldgs (UAL) | 30.0 | $633M | 10M | 60.88 | |
| Tableau Software Inc Cl A | 12.7 | $269M | 3.6M | 74.89 | |
| priceline.com Incorporated | 10.7 | $225M | 123k | 1830.82 | |
| Pure Storage Inc - Class A (PSTG) | 3.6 | $75M | 4.7M | 15.99 | |
| Amazon (AMZN) | 2.3 | $49M | 51k | 961.34 | |
| Yelp Inc cl a (YELP) | 2.1 | $45M | 1.0M | 43.30 | |
| Square Inc cl a (SQ) | 1.8 | $38M | 1.3M | 28.81 | |
| Netflix (NFLX) | 1.7 | $36M | 196k | 181.35 | |
| Twilio Inc cl a (TWLO) | 1.0 | $22M | 728k | 29.85 | |
| Zillow Group Inc Cl A (ZG) | 0.7 | $15M | 368k | 40.15 | |
| Paypal Holdings (PYPL) | 0.6 | $13M | 200k | 64.03 | |
| salesforce (CRM) | 0.6 | $12M | 130k | 93.42 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $7.3M | 7.5k | 973.73 | |
| Alibaba Group Holding (BABA) | 0.3 | $5.5M | 32k | 172.71 | |
| Mulesoft Inc cl a | 0.2 | $5.1M | 252k | 20.14 | |
| Trivago N V spon ads a | 0.2 | $4.5M | 410k | 10.85 | |
| Alaska Air (ALK) | 0.2 | $3.8M | 50k | 76.28 | |
| Okta Inc cl a (OKTA) | 0.1 | $2.1M | 75k | 28.21 | |
| Carvana Co cl a (CVNA) | 0.1 | $1.5M | 100k | 14.68 |
