Altimeter Capital Management as of Dec. 31, 2018
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 25 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hldgs (UAL) | 35.5 | $974M | 12M | 83.73 | |
| Facebook Inc cl a (META) | 16.1 | $442M | 3.4M | 131.09 | |
| Tableau Software Inc Cl A | 15.3 | $418M | 3.5M | 120.00 | |
| Expedia (EXPE) | 9.9 | $271M | 2.4M | 112.65 | |
| Booking Holdings (BKNG) | 9.6 | $264M | 153k | 1722.42 | |
| Pinduoduo (PDD) | 2.0 | $56M | 2.5M | 22.44 | |
| Amazon (AMZN) | 1.8 | $50M | 33k | 1501.97 | |
| Microsoft Corporation (MSFT) | 1.3 | $37M | 360k | 101.57 | |
| salesforce (CRM) | 1.3 | $36M | 265k | 136.97 | |
| Yelp Inc cl a (YELP) | 1.3 | $34M | 984k | 34.99 | |
| Trivago N V spon ads a | 0.8 | $23M | 4.2M | 5.63 | |
| NVIDIA Corporation (NVDA) | 0.8 | $21M | 160k | 133.50 | |
| Mongodb Inc. Class A (MDB) | 0.8 | $21M | 250k | 83.74 | |
| Alibaba Group Holding (BABA) | 0.6 | $17M | 124k | 137.07 | |
| Spirit AeroSystems Holdings (SPR) | 0.5 | $13M | 225k | 57.92 | |
| Dropbox Inc-class A (DBX) | 0.5 | $13M | 650k | 20.43 | |
| Okta Inc cl a (OKTA) | 0.5 | $13M | 200k | 63.80 | |
| Nutanix Inc cl a (NTNX) | 0.5 | $13M | 300k | 41.59 | |
| Tesla Motors Inc bond | 0.2 | $6.7M | 6.0M | 1.12 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $5.7M | 5.5k | 1044.91 | |
| Elastic N V ord (ESTC) | 0.2 | $5.4M | 75k | 71.48 | |
| Norwegian Cruise Line Hldg L | 0.1 | $3.0M | 70k | 42.39 | |
| Allegiant Travel Company (ALGT) | 0.1 | $2.0M | 20k | 100.20 | |
| Mesa Air Group (MESA) | 0.1 | $1.4M | 186k | 7.71 | |
| SkyWest (SKYW) | 0.0 | $1.0M | 23k | 44.48 |
