Altimeter Capital Management as of Dec. 31, 2017
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 25 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hldgs (UAL) | 39.5 | $751M | 11M | 67.40 | |
| Expedia (EXPE) | 21.7 | $411M | 3.4M | 119.77 | |
| Tableau Software Inc Cl A | 12.0 | $227M | 3.3M | 69.20 | |
| priceline.com Incorporated | 11.3 | $214M | 123k | 1737.74 | |
| Pure Storage Inc - Class A (PSTG) | 3.5 | $67M | 4.2M | 15.86 | |
| Amazon (AMZN) | 3.1 | $59M | 51k | 1169.48 | |
| Netflix (NFLX) | 2.0 | $38M | 196k | 191.96 | |
| Yelp Inc cl a (YELP) | 1.8 | $34M | 819k | 41.96 | |
| Square Inc cl a (SQ) | 1.2 | $22M | 644k | 34.67 | |
| Paypal Holdings (PYPL) | 0.8 | $15M | 200k | 73.62 | |
| salesforce (CRM) | 0.6 | $11M | 105k | 102.23 | |
| Twilio Inc cl a (TWLO) | 0.4 | $8.3M | 350k | 23.60 | |
| Alibaba Group Holding (BABA) | 0.3 | $6.7M | 39k | 172.42 | |
| Mulesoft Inc cl a | 0.3 | $6.4M | 275k | 23.26 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $5.4M | 5.1k | 1053.33 | |
| Okta Inc cl a (OKTA) | 0.2 | $3.8M | 150k | 25.61 | |
| Alaska Air (ALK) | 0.2 | $3.7M | 50k | 73.52 | |
| Tesla Motors (TSLA) | 0.2 | $3.0M | 1.5k | 2020.67 | |
| Mongodb Inc. Class A (MDB) | 0.2 | $3.0M | 100k | 29.68 | |
| Trivago N V spon ads a | 0.1 | $2.8M | 410k | 6.84 | |
| Baidu (BIDU) | 0.1 | $1.8M | 7.8k | 234.23 | |
| Spirit Airlines (SAVE) | 0.1 | $1.6M | 2.3k | 730.22 | |
| Criteo Sa Ads (CRTO) | 0.1 | $1.3M | 50k | 26.04 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $1.1M | 20k | 53.25 | |
| Carvana Co cl a (CVNA) | 0.0 | $455k | 24k | 19.12 |
