Altimeter Capital Management as of Dec. 31, 2019
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 24 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Expedia (EXPE) | 42.5 | $3.2B | 3.7M | 870.00 | |
| Hldgs (UAL) | 16.9 | $1.3B | 12M | 107.00 | |
| Facebook Inc cl a (META) | 10.3 | $770M | 3.8M | 205.25 | |
| salesforce (CRM) | 9.0 | $672M | 4.1M | 162.64 | |
| Uber Technologies (UBER) | 8.5 | $634M | 21M | 29.97 | |
| Pinduoduo (PDD) | 4.4 | $329M | 8.7M | 37.82 | |
| Booking Holdings (BKNG) | 3.7 | $280M | 136k | 2053.73 | |
| Microsoft Corporation (MSFT) | 1.1 | $83M | 525k | 157.70 | |
| Alibaba Group Holding (BABA) | 0.8 | $62M | 294k | 212.10 | |
| Mongodb Inc. Class A (MDB) | 0.5 | $40M | 300k | 131.61 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 0.5 | $39M | 3.8M | 10.35 | |
| Okta Inc cl a (OKTA) | 0.4 | $29M | 250k | 115.37 | |
| Dynatrace (DT) | 0.3 | $25M | 1.0M | 25.30 | |
| Trivago N V spon ads a | 0.2 | $14M | 5.2M | 2.62 | |
| Spirit Airlines (SAVE) | 0.1 | $9.1M | 225k | 40.31 | |
| Elastic N V ord (ESTC) | 0.1 | $9.0M | 140k | 64.30 | |
| Pack (PACK) | 0.1 | $8.2M | 1.0M | 8.15 | |
| Angi Homeservices (ANGI) | 0.1 | $7.5M | 890k | 8.47 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $7.5M | 150k | 49.87 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $6.4M | 110k | 58.41 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $5.7M | 150k | 37.78 | |
| Allegiant Travel Company (ALGT) | 0.1 | $3.5M | 20k | 174.05 | |
| Mesa Air Group (MESA) | 0.0 | $2.9M | 330k | 8.94 | |
| SkyWest (SKYW) | 0.0 | $2.3M | 35k | 64.63 |
