← Altimeter Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2017-06-30 · Filed 2017-08-14 · Accession 0001144204-17-043160

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#IssuerClass / CUSIPKindSharesValue
1ALASKA AIR GROUP INCCom · 011659109LONG952,489$85.5 million
2ALIBABA GROUP HOLDING LTDSponsored ADS · 01609W102LONG25,750$3.6 million
3ALPHABET INCCap Stk Class A · 02079K305LONG6,400$6.0 million
4AMAZON.COM INCCom · 023135106LONG50,000$48.4 million
5AMERICAN AIRLINES GROUP INCCom · 02376R102LONG850,000$42.8 million
6AVIS BUDGET GROUP INCCom · 053774105LONG30,000$818,000
7CARVANA COClass A · 146869102LONG120,000$2.5 million
8CTRIP.COM INTERNATIONAL-ADRAmerican DEP SHS · 22943F100LONG1,287,009$69.3 million
9DELTA AIR LINES INCCom New · 247361702LONG863,455$46.4 million
10EXPEDIA INCCom New · 30212P303LONG4,498,111$670.0 million
11NETFLIX INCCom · 64110L106LONG195,600$29.2 million
12OKTA INCClass A · 679295105LONG75,000$1.7 million
13PAYPAL HOLDINGS INCCom · 70450Y103LONG200,000$10.7 million
14PURE STORAGE INCClass A · 74624M102LONG4,700,000$60.2 million
15SALESFORCE.COM INCCom · 79466L302LONG130,000$11.3 million
16SQUARE INCClass A · 852234103LONG1,306,545$30.7 million
17TABLEAU SOFTWARE INCClass A · 87336U105LONG3,584,663$219.6 million
18THE PRICELINE GROUP INCCom New · 741503403LONG123,000$230.1 million
19TRIPADVISOR IncCom · 896945201LONG145,800$5.6 million
20TWILIO INCClass A · 90138F102LONG727,800$21.2 million
21UNITED CONTINENTAL HOLDINGSCom · 910047109LONG10,307,765$775.7 million
22YELP INCCall · 985817105CALL10,843$3.6 million
23YELP INCClass A · 985817105LONG231,370$6.9 million
24ZILLOW GROUP INCClass A · 98954M101LONG368,142$18.0 million