Altimeter Capital Management as of March 31, 2020
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 25 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 26.1 | $870M | 31M | 27.92 | |
| Facebook Inc cl a (META) | 18.8 | $626M | 3.8M | 166.80 | |
| salesforce (CRM) | 13.6 | $454M | 3.2M | 143.98 | |
| Hldgs (UAL) | 10.2 | $341M | 11M | 31.55 | |
| Pinduoduo (PDD) | 9.4 | $313M | 8.7M | 36.03 | |
| Expedia (EXPE) | 6.6 | $220M | 3.9M | 56.27 | |
| Booking Holdings (BKNG) | 5.5 | $184M | 136k | 1345.32 | |
| Microsoft Corporation (MSFT) | 2.5 | $83M | 525k | 157.71 | |
| Alibaba Group Holding (BABA) | 1.7 | $57M | 294k | 194.48 | |
| Mongodb Inc. Class A (MDB) | 1.2 | $41M | 300k | 136.54 | |
| Okta Inc cl a (OKTA) | 0.9 | $31M | 250k | 122.26 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.9 | $30M | 3.8M | 7.90 | |
| Dynatrace (DT) | 0.8 | $26M | 1.1M | 23.84 | |
| Datadog Inc Cl A (DDOG) | 0.3 | $11M | 300k | 35.98 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $8.4M | 150k | 55.68 | |
| Servicenow (NOW) | 0.2 | $8.3M | 29k | 286.57 | |
| Trivago N V spon ads a | 0.2 | $7.7M | 5.3M | 1.46 | |
| Pack (PACK) | 0.2 | $6.3M | 1.0M | 6.26 | |
| Angi Homeservices (ANGI) | 0.1 | $4.7M | 890k | 5.25 | |
| Peloton Interactive Inc cl a (PTON) | 0.1 | $3.2M | 120k | 26.55 | |
| Allegiant Travel Company (ALGT) | 0.1 | $2.5M | 30k | 81.80 | |
| Mesa Air Group (MESA) | 0.1 | $2.4M | 725k | 3.29 | |
| Carvana Co cl a (CVNA) | 0.1 | $2.2M | 40k | 55.10 | |
| SkyWest (SKYW) | 0.0 | $1.0M | 40k | 26.20 | |
| Amazon (AMZN) | 0.0 | $487k | 250.00 | 1948.00 |
