Altimeter Capital Management as of Sept. 30, 2019
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hldgs (UAL) | 48.9 | $5.6B | 12M | 474.98 | |
| Uber Technologies (UBER) | 28.3 | $3.2B | 14M | 231.67 | |
| Facebook Inc cl a (META) | 5.8 | $668M | 3.8M | 178.08 | |
| salesforce (CRM) | 5.3 | $614M | 4.1M | 148.44 | |
| Expedia (EXPE) | 4.0 | $457M | 3.4M | 134.41 | |
| Pinduoduo (PDD) | 2.4 | $280M | 8.7M | 32.22 | |
| Booking Holdings (BKNG) | 2.3 | $268M | 136k | 1962.61 | |
| Microsoft Corporation (MSFT) | 0.6 | $73M | 525k | 139.03 | |
| Alibaba Group Holding (BABA) | 0.4 | $49M | 294k | 167.23 | |
| Mongodb Inc. Class A (MDB) | 0.3 | $33M | 269k | 120.48 | |
| Elastic N V ord (ESTC) | 0.2 | $25M | 300k | 82.34 | |
| Nutanix Inc cl a (NTNX) | 0.2 | $24M | 906k | 26.25 | |
| Okta Inc cl a (OKTA) | 0.2 | $25M | 250k | 98.46 | |
| Trivago N V spon ads a | 0.2 | $22M | 5.2M | 4.11 | |
| Amazon (AMZN) | 0.1 | $14M | 8.0k | 1735.88 | |
| Dynatrace (DT) | 0.1 | $14M | 750k | 18.67 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 0.1 | $9.2M | 1.1M | 8.64 | |
| Spirit Airlines (SAVE) | 0.1 | $8.2M | 225k | 36.30 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $7.3M | 125k | 58.31 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $5.7M | 110k | 51.77 | |
| Pack (PACK) | 0.1 | $6.1M | 1.0M | 6.06 | |
| Allegiant Travel Company (ALGT) | 0.0 | $3.0M | 20k | 149.65 | |
| Angi Homeservices (ANGI) | 0.0 | $3.3M | 470k | 7.09 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $3.4M | 100k | 33.91 | |
| SkyWest (SKYW) | 0.0 | $2.0M | 35k | 57.40 | |
| Mesa Air Group (MESA) | 0.0 | $2.0M | 290k | 6.74 | |
| Peloton Interactive Inc cl a (PTON) | 0.0 | $2.5M | 100k | 25.10 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $1.1M | 10k | 108.30 |
