Altimeter Capital portfolio · 2018-09-30
Disclosed long book
$2.55 billion
Long positions
24
Calls / puts
3 / 1
Top 5 concentration
83.5%
Longs with AI data
0 / 24
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 | 11,629,283 | $1.04 billion | 40.6% | REDUCED | — | 1Y — 5Y — |
TABLEAU SOFTWARE INC TABLEAU SOFTWARE INC · CL A · 87336U105 | LONG | 3,484,663 | $389.4 million | 15.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 173,402 | $344.0 million | 13.5% | UNCHANGED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 1,964,042 | $256.3 million | 10.0% | UNCHANGED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 640,100 | $105.3 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · CL A · 74624M102 | LONG | 2,500,000 | $64.9 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 32,000 | $64.1 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 2,415,359 | $63.5 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 984,300 | $48.4 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 300,200 | $34.3 million | 1.3% | INCREASED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 195,000 | $31.0 million | 1.2% | INCREASED | — | 1Y — 5Y — |
TRIVAGO N V TRIVAGO N V · SPON ADS A SHS · 89686D105 | LONG | 4,157,556 | $25.6 million | 1.0% | INCREASED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 249,484 | $20.3 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 200,000 | $14.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 72,350 | $11.9 million | 0.5% | INCREASED | — | 1Y — 5Y — |
SPIRIT AIRLS INC SPIRIT AIRLS INC · COM · 848577102 | LONG | 225,000 | $10.6 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
DROPBOX INC DROPBOX INC · CL A · 26210C104 | LONG | 386,751 | $10.4 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 5,500 | $6.6 million | 0.3% | REDUCED | — | 1Y — 5Y — |
TESLA INC TESLA INC · NOTE 1.25% 3/0 · 88106RAC5 | LONG | 6,000,000 | $5.7 million | — | UNCHANGED | — | 1Y — 5Y — |
NUTANIX INC NUTANIX INC · CL A · 67059N108 | LONG | 120,000 | $5.1 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
PAGSEGURO DIGITAL LTD PAGSEGURO DIGITAL LTD · COM CL A · G68707101 | LONG | 128,146 | $3.5 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NORWEGIAN CRUISE LINE HLDG L NORWEGIAN CRUISE LINE HLDG L · SHS · 0G6672104 | LONG | 50,000 | $2.9 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MESA AIR GROUP INC MESA AIR GROUP INC · COM NEW · 590479135 | LONG | 120,000 | $1.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
COPA HOLDINGS SA COPA HOLDINGS SA · CL A · P31076105 | LONG | 10,000 | $798,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | CALL | 2,010 | $2.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PAGSEGURO DIGITAL LTD PAGSEGURO DIGITAL LTD · COM CL A · G68707101 | CALL | 1,000 | $180,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | CALL | 325 | $7,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | PUT | 800 | $6.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |