Altimeter Capital Management as of March 31, 2019
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 24 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hldgs (UAL) | 47.8 | $3.3B | 12M | 280.92 | |
| Expedia (EXPE) | 28.2 | $1.9B | 2.9M | 670.68 | |
| Facebook Inc cl a (META) | 8.7 | $592M | 3.6M | 166.69 | |
| Tableau Software Inc Cl A | 6.1 | $416M | 3.3M | 127.28 | |
| Booking Holdings (BKNG) | 3.5 | $238M | 136k | 1744.91 | |
| Nutanix Inc cl a (NTNX) | 1.2 | $79M | 2.1M | 37.74 | |
| Pinduoduo (PDD) | 0.9 | $62M | 2.5M | 24.80 | |
| Microsoft Corporation (MSFT) | 0.9 | $59M | 500k | 117.94 | |
| salesforce (CRM) | 0.6 | $42M | 265k | 158.37 | |
| Alibaba Group Holding (BABA) | 0.4 | $25M | 136k | 182.45 | |
| Trivago N V spon ads a | 0.3 | $22M | 5.2M | 4.32 | |
| Mongodb Inc. Class A (MDB) | 0.3 | $21M | 140k | 147.02 | |
| Okta Inc cl a (OKTA) | 0.2 | $17M | 200k | 82.73 | |
| Amazon (AMZN) | 0.2 | $14M | 8.0k | 1780.75 | |
| Spirit Airlines (SAVE) | 0.2 | $12M | 225k | 52.86 | |
| Yelp Inc cl a (YELP) | 0.1 | $10M | 300k | 34.50 | |
| Dropbox Inc-class A (DBX) | 0.1 | $9.8M | 450k | 21.80 | |
| Elastic N V ord (ESTC) | 0.1 | $8.0M | 100k | 79.87 | |
| Tesla Motors Inc bond | 0.1 | $6.2M | 6.0M | 1.03 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $3.8M | 70k | 54.96 | |
| Allegiant Travel Company (ALGT) | 0.0 | $2.6M | 20k | 129.45 | |
| SkyWest (SKYW) | 0.0 | $1.9M | 35k | 54.29 | |
| Mesa Air Group (MESA) | 0.0 | $1.7M | 200k | 8.34 | |
| Lyft (LYFT) | 0.0 | $783k | 10k | 78.30 |
