Altimeter Capital portfolio · 2017-12-31
Disclosed long book
$1.55 billion
Long positions
23
Calls / puts
2 / 1
Top 5 concentration
94.8%
Longs with AI data
0 / 23
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 11,136,865 | $750.6 million | 48.3% | NEWLY REPORTED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 3,432,362 | $411.1 million | 26.5% | NEWLY REPORTED | — | 1Y — 5Y — |
TABLEAU SOFTWARE INC TABLEAU SOFTWARE INC · CLASS A · 87336U105 | LONG | 3,284,663 | $227.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 123,000 | $213.7 million | 13.8% | NEWLY REPORTED | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · CLASS A · 74624M102 | LONG | 4,200,000 | $66.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 50,780 | $59.4 million | 3.8% | NEWLY REPORTED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 195,600 | $37.5 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
YELP INC YELP INC · COM · 985817105 | LONG | 817,138 | $34.3 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SQUARE INC SQUARE INC · CLASS A · 852234103 | LONG | 644,345 | $22.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PAYPAL HLDGS INC PAYPAL HLDGS INC · COM · 70450Y103 | LONG | 200,000 | $14.7 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 105,000 | $10.7 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CLASS A · 90138F102 | LONG | 350,000 | $8.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 38,650 | $6.7 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
MULESOFT INC MULESOFT INC · CLASS A · 625207105 | LONG | 275,000 | $6.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 5,100 | $5.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CLASS A · 679295105 | LONG | 150,000 | $3.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · COM · 011659109 | LONG | 50,000 | $3.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CLASS A · 60937P106 | LONG | 100,000 | $3.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
TRIVAGO N V TRIVAGO N V · SPON ADS A SHS · 89686D105 | LONG | 410,362 | $2.8 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 7,800 | $1.8 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CRITEO S A CRITEO S A · SPONS ADS · 226718104 | LONG | 50,000 | $1.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NORWEGIAN CRUISE LINE HLDG L NORWEGIAN CRUISE LINE HLDG L · SHS · G66721104 | LONG | 20,000 | $1.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CLASS A · 146869102 | LONG | 23,800 | $455,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
YELP INC YELP INC · CALL · 985817105 | CALL | 2,000 | $2.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SPIRIT AIRLINES INC SPIRIT AIRLINES INC · CALL · 848577102 | CALL | 2,250 | $1.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · PUT · 88160R101 | PUT | 1,500 | $3.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |