Altimeter Capital portfolio · 2016-12-31
Disclosed long book
$1.74 billion
Long positions
17
Calls / puts
0 / 0
Top 5 concentration
90.3%
Longs with AI data
0 / 17
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 | 10,257,765 | $747.6 million | 43.0% | REDUCED | — | 1Y — 5Y — |
EXPEDIA INC EXPEDIA INC · Com New · 30212P303 | LONG | 4,498,111 | $509.5 million | 29.3% | UNCHANGED | — | 1Y — 5Y — |
THE PRICELINE GROUP INC THE PRICELINE GROUP INC · Com New · 741503403 | LONG | 123,000 | $180.3 million | 10.4% | INCREASED | — | 1Y — 5Y — |
TABLEAU SOFTWARE INC TABLEAU SOFTWARE INC · Class A · 87336U105 | LONG | 2,594,384 | $109.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 902,489 | $80.1 million | 4.6% | UNCHANGED | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL-ADR CTRIP.COM INTERNATIONAL-ADR · American DEP SHS · 22943F100 | LONG | 1,287,009 | $51.5 million | 3.0% | NEWLY REPORTED | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · Class A · 74624M102 | LONG | 4,109,821 | $46.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
DELTA AIR LINES INC DELTA AIR LINES INC · Com New · 247361702 | LONG | 863,455 | $42.5 million | 2.4% | UNCHANGED | — | 1Y — 5Y — |
AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC · Com · 02376R102 | LONG | 850,000 | $39.7 million | 2.3% | UNCHANGED | — | 1Y — 5Y — |
AMAZON.COM INC AMAZON.COM INC · Com · 023135106 | LONG | 50,000 | $37.5 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · Com · 64110L106 | LONG | 242,200 | $30.0 million | 1.7% | INCREASED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · Class A · 90138F102 | LONG | 777,800 | $22.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SQUARE INC SQUARE INC · Class A · 852234103 | LONG | 1,456,545 | $19.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · Class A · 98954M101 | LONG | 368,142 | $13.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE.COM INC SALESFORCE.COM INC · Com · 79466L302 | LONG | 155,000 | $10.6 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC · Com · 70450Y103 | LONG | 200,000 | $7.9 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
ALLEGIANT TRAVEL CO ALLEGIANT TRAVEL CO · Com · 01748X102 | LONG | 6,350 | $1.1 million | 0.1% | INCREASED | — | 1Y — 5Y — |