Altimeter Capital portfolio · 2017-03-31
Disclosed long book
$1.84 billion
Long positions
19
Calls / puts
1 / 0
Top 5 concentration
90.4%
Longs with AI data
0 / 19
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 | $724.6 million | 39.5% | UNCHANGED | — | 1Y — 5Y — |
EXPEDIA INC EXPEDIA INC · Com New · 30212P303 | LONG | 4,498,111 | $567.5 million | 30.9% | UNCHANGED | — | 1Y — 5Y — |
THE PRICELINE GROUP INC THE PRICELINE GROUP INC · Com New · 741503403 | LONG | 123,000 | $218.9 million | 11.9% | UNCHANGED | — | 1Y — 5Y — |
TABLEAU SOFTWARE INC TABLEAU SOFTWARE INC · Class A · 87336U105 | LONG | 3,584,663 | $177.6 million | — | INCREASED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 935,449 | $86.3 million | 4.7% | INCREASED | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL-ADR CTRIP.COM INTERNATIONAL-ADR · American DEP SHS · 22943F100 | LONG | 1,287,009 | $63.3 million | 3.4% | UNCHANGED | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · Class A · 74624M102 | LONG | 5,076,800 | $49.9 million | — | INCREASED | — | 1Y — 5Y — |
AMAZON.COM INC AMAZON.COM INC · Com · 023135106 | LONG | 50,000 | $44.3 million | 2.4% | UNCHANGED | — | 1Y — 5Y — |
DELTA AIR LINES INC DELTA AIR LINES INC · Com New · 247361702 | LONG | 863,455 | $39.7 million | 2.2% | UNCHANGED | — | 1Y — 5Y — |
AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC · Com · 02376R102 | LONG | 850,000 | $36.0 million | 2.0% | UNCHANGED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · Com · 64110L106 | LONG | 242,200 | $35.8 million | 1.9% | UNCHANGED | — | 1Y — 5Y — |
SQUARE INC SQUARE INC · Class A · 852234103 | LONG | 1,406,545 | $24.3 million | — | REDUCED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · Class A · 90138F102 | LONG | 727,800 | $21.0 million | — | REDUCED | — | 1Y — 5Y — |
ZILLOW GROUP INC ZILLOW GROUP INC · Class A · 98954M101 | LONG | 368,142 | $12.4 million | — | UNCHANGED | — | 1Y — 5Y — |
SALESFORCE.COM INC SALESFORCE.COM INC · Com · 79466L302 | LONG | 130,000 | $10.7 million | 0.6% | REDUCED | — | 1Y — 5Y — |
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC · Com · 70450Y103 | LONG | 200,000 | $8.6 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
YELP INC YELP INC · Class A · 985817105 | LONG | 103,500 | $3.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · Cap Stk Class A · 02079K305 | LONG | 1,800 | $1.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALLEGIANT TRAVEL CO ALLEGIANT TRAVEL CO · Com · 01748X102 | LONG | 6,350 | $1.0 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Call · 910047109 | CALL | 400 | $99,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |