Altimeter Capital portfolio · 2020-03-31
Disclosed long book
$3.33 billion
Long positions
25
Calls / puts
0 / 0
Top 5 concentration
78.1%
Longs with AI data
0 / 25
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 31,152,028 | $869.8 million | 26.1% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 3,753,400 | $626.1 million | 18.8% | UNCHANGED | — | 1Y — 5Y — |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 3,153,823 | $454.1 million | 13.6% | REDUCED | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 10,791,309 | $340.5 million | 10.2% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 8,690,000 | $313.1 million | 9.4% | UNCHANGED | — | 1Y — 5Y — |
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW · 30212P303 | LONG | 3,912,476 | $220.2 million | 6.6% | INCREASED | — | 1Y — 5Y — |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 136,402 | $183.5 million | 5.5% | UNCHANGED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 525,000 | $82.8 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 294,350 | $57.2 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 300,000 | $41.0 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 250,000 | $30.6 million | 0.9% | UNCHANGED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 3,779,409 | $29.9 million | 0.9% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 1,100,000 | $26.2 million | 0.8% | INCREASED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 300,000 | $10.8 million | 0.3% | INCREASED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 150,000 | $8.4 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 28,991 | $8.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TRIVAGO N V TRIVAGO N V · SPON ADS A SHS · 89686D105 | LONG | 5,290,428 | $7.7 million | 0.2% | INCREASED | — | 1Y — 5Y — |
RANPAK HOLDINGS CORP RANPAK HOLDINGS CORP · COM CL A · 75321W103 | LONG | 1,000,000 | $6.3 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
ANGI HOMESERVICES INC ANGI HOMESERVICES INC · COM CL A · 00183L102 | LONG | 890,000 | $4.7 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 120,000 | $3.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ALLEGIANT TRAVEL CO ALLEGIANT TRAVEL CO · COM · 01748X102 | LONG | 30,000 | $2.5 million | 0.1% | INCREASED | — | 1Y — 5Y — |
MESA AIR GROUP INC MESA AIR GROUP INC · COM NEW · 590479135 | LONG | 725,000 | $2.4 million | 0.1% | INCREASED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 40,000 | $2.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SKYWEST INC SKYWEST INC · COM · 830879102 | LONG | 40,000 | $1.0 million | 0.0% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 250 | $487,000 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |