Altimeter Capital portfolio · 2019-06-30
Disclosed long book
$3.63 billion
Long positions
26
Calls / puts
1 / 0
Top 5 concentration
83.9%
Longs with AI data
0 / 26
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 | 11,829,283 | $1.04 billion | 28.5% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 3,753,400 | $724.4 million | 19.9% | INCREASED | — | 1Y — 5Y — |
TABLEAU SOFTWARE INC TABLEAU SOFTWARE INC · CL A · 87336U105 | LONG | 3,494,020 | $580.1 million | 16.0% | INCREASED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 3,399,693 | $452.3 million | 12.4% | INCREASED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 136,402 | $255.7 million | 7.0% | UNCHANGED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 6,071,901 | $125.3 million | 3.4% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 2,579,705 | $119.6 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 500,000 | $67.0 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 280,000 | $42.5 million | 1.2% | INCREASED | — | 1Y — 5Y — |
NUTANIX INC NUTANIX INC · CL A · 67059N108 | LONG | 1,283,218 | $33.3 million | 0.9% | REDUCED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 177,850 | $30.1 million | 0.8% | INCREASED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 200,000 | $24.7 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 160,000 | $24.3 million | 0.7% | INCREASED | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 300,000 | $22.4 million | 0.6% | INCREASED | — | 1Y — 5Y — |
TRIVAGO N V TRIVAGO N V · SPON ADS A SHS · 89686D105 | LONG | 5,221,028 | $22.0 million | 0.6% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 8,000 | $15.1 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
GRUBHUB INC GRUBHUB INC · COM · 400110102 | LONG | 166,158 | $13.0 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SPIRIT AIRLS INC SPIRIT AIRLS INC · COM · 848577102 | LONG | 225,000 | $10.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 300,000 | $10.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
RANPAK HOLDINGS CORP RANPAK HOLDINGS CORP · COM CL A · 75321W103 | LONG | 1,000,000 | $8.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · NOTE 1.25% 3/0 · 88160RAC5 | LONG | 6,000,000 | $5.7 million | — | UNCHANGED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 80,000 | $5.5 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NORWEGIAN CRUISE LINE HLDG L NORWEGIAN CRUISE LINE HLDG L · SHS · G66721104 | LONG | 70,000 | $3.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
ALLEGIANT TRAVEL CO ALLEGIANT TRAVEL CO · COM · 01748X102 | LONG | 20,000 | $2.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
MESA AIR GROUP INC MESA AIR GROUP INC · COM NEW · 590479135 | LONG | 250,000 | $2.3 million | 0.1% | INCREASED | — | 1Y — 5Y — |
SKYWEST INC SKYWEST INC · COM · 830879102 | LONG | 35,000 | $2.1 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | CALL | 22,575 | $12.4 million | — | INCREASED | — | 1Y — 5Y — |