Altimeter Capital portfolio · 2015-12-31
Disclosed long book
$1.83 billion
Long positions
20
Calls / puts
0 / 0
Top 5 concentration
71.0%
Longs with AI data
0 / 20
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 10,650,000 | $610.2 million | 33.4% | INCREASED | — | 1Y — 5Y — |
EXPEDIA INC EXPEDIA INC · Com New · 30212P303 | LONG | 3,049,153 | $379.0 million | 20.8% | INCREASED | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,241,469 | $125.6 million | 6.9% | UNCHANGED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 1,128,146 | $90.8 million | 5.0% | UNCHANGED | — | 1Y — 5Y — |
THE PRICELINE GROUP INC THE PRICELINE GROUP INC · Com New · 741503403 | LONG | 70,981 | $90.5 million | 5.0% | UNCHANGED | — | 1Y — 5Y — |
TABLEAU SOFTWARE INC TABLEAU SOFTWARE INC · Cl A · 87336U105 | LONG | 886,408 | $83.5 million | 4.6% | INCREASED | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL-ADR CTRIP.COM INTERNATIONAL-ADR · American DEP SHS · 22943F100 | LONG | 1,772,516 | $82.1 million | 4.5% | INCREASED | — | 1Y — 5Y — |
QUNAR CAYMAN IS LTD QUNAR CAYMAN IS LTD · SPNS ADR CL B · 74906P104 | LONG | 1,570,945 | $80.3 million | 4.4% | INCREASED | — | 1Y — 5Y — |
AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC · Com · 02376R102 | LONG | 1,166,697 | $49.4 million | 2.7% | REDUCED | — | 1Y — 5Y — |
DELTA AIR LINES INC DELTA AIR LINES INC · Com New · 247361702 | LONG | 763,455 | $38.7 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · Cl C CAP STK · 98954M200 | LONG | 1,520,715 | $35.7 million | 2.0% | REDUCED | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · Cl A · 74624M102 | LONG | 2,000,000 | $31.1 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
DEMANDWARE INC DEMANDWARE INC · Com · 24802Y105 | LONG | 500,000 | $27.0 million | 1.5% | INCREASED | — | 1Y — 5Y — |
WORKDAY INC WORKDAY INC · Cl A · 98138H101 | LONG | 280,000 | $22.3 million | 1.2% | REDUCED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · Cl A · 98954M101 | LONG | 801,816 | $20.9 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
HUBSPOT INC HUBSPOT INC · Com · 443573100 | LONG | 297,902 | $16.8 million | 0.9% | UNCHANGED | — | 1Y — 5Y — |
AMAZON.COM INC AMAZON.COM INC · Com · 023135106 | LONG | 20,000 | $13.5 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
ZENDESK INC ZENDESK INC · Com · 98936J101 | LONG | 500,000 | $13.2 million | 0.7% | REDUCED | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 443,085 | $7.6 million | 0.4% | REDUCED | — | 1Y — 5Y — |
BOX INC BOX INC · Cl A · 10316T104 | LONG | 533,500 | $7.4 million | 0.4% | INCREASED | — | 1Y — 5Y — |