Altimeter Capital Management as of June 30, 2020
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 19.0 | $899M | 29M | 31.08 | |
| Facebook Cl A (META) | 18.0 | $852M | 3.8M | 227.07 | |
| Pinduoduo Sponsored Ads (PDD) | 15.8 | $746M | 8.7M | 85.84 | |
| salesforce (CRM) | 12.5 | $591M | 3.2M | 187.33 | |
| Expedia Group Com New (EXPE) | 9.3 | $437M | 5.3M | 82.20 | |
| Microsoft Corporation (MSFT) | 4.7 | $223M | 1.1M | 203.51 | |
| Booking Holdings (BKNG) | 4.6 | $217M | 136k | 1592.34 | |
| Hldgs (UAL) | 3.5 | $166M | 4.8M | 34.61 | |
| Mongodb Cl A (MDB) | 2.2 | $102M | 452k | 226.34 | |
| Crowdstrike Hlds Cl A (CRWD) | 1.8 | $87M | 870k | 100.29 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 1.4 | $65M | 3.8M | 17.27 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.3 | $64M | 294k | 215.70 | |
| Okta Cl A (OKTA) | 1.1 | $50M | 250k | 200.23 | |
| Dynatrace (DT) | 0.9 | $45M | 1.1M | 40.60 | |
| Vroom | 0.9 | $42M | 799k | 52.14 | |
| Amazon (AMZN) | 0.7 | $35M | 13k | 2758.82 | |
| Datadog Cl A Com (DDOG) | 0.6 | $26M | 300k | 86.95 | |
| Sea Sponsored Ads (SE) | 0.5 | $24M | 223k | 107.24 | |
| Zoom Video Communications Cl A (ZM) | 0.4 | $20M | 80k | 253.54 | |
| Angi Homeservices Com Cl A (ANGI) | 0.2 | $11M | 890k | 12.15 | |
| Trivago Nv Spon Ads A Shs | 0.2 | $10M | 5.3M | 1.97 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 0.2 | $7.4M | 1.0M | 7.44 | |
| Stitch Fix Com Cl A (SFIX) | 0.1 | $6.2M | 250k | 24.94 |
