Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| EXPEExpedia Group, Inc. | 19.15% | 2,365,357 | $259M | added+5% | +3.66 pp | 7 q |
| UALUnited Airlines Holdings, Inc. | 18.64% | 4,748,637 | $252M | added+6% | −3.35 pp | 9 q |
| RCLRoyal Caribbean Group | 7.23% | 1,241,469 | $98M | held | — | 9 q |
| unresolvedPriceline Grp Inc | 6.05% | 70,981 | $82M | held | — | 9 q |
| AALAmerican Airlines Group Inc. | 5.93% | 2,004,167 | $80M | added+48% | +0.72 pp | 7 q |
| CARAvis Budget Group, Inc. | 5.81% | 1,781,127 | $79M | held | — | 9 q |
| ALKAlaska Air Group, Inc. | 5.38% | 1,128,146 | $73M | trimmed−15% | −1.04 pp | 9 q |
| METAMeta Platforms, Inc. Class A | 5.05% | 795,045 | $68M | held | — | 9 q |
| CTRPTrip.com Group Limited | 4.77% | 886,258 | $64M | held | — | 9 q |
| TRIPTripAdvisor, Inc. | 3.87% | 600,000 | $52M | held | — | 4 q |
| unresolvedQunar ADR | 3.25% | 1,024,326 | $44M | held | — | 3 q |
| DALDelta Air Lines, Inc. | 2.85% | 938,327 | $39M | held | — | 9 q |
| DWREDemandware Inc Com Stk (De) | 2.53% | 480,000 | $34M | held | — | 9 q |
| ZGZillow Group Inc Class A | 2.51% | 390,674 | $34M | added+50% | +0.60 pp | 2 q |
| unresolvedHertz Global Holdings Inc | 2.17% | 1,615,235 | $29M | held | — | 9 q |
| HUBSHubspot, Inc. | 1.24% | 337,902 | $17M | trimmed−3% | +0.26 pp | 3 q |
| WDAYWorkday, Inc. Class A | 1.13% | 200,000 | $15M | added×2.2 | +0.58 pp | 3 q |
| AMZNAmazon.Com Inc | 0.64% | 20,000 | $9M | held | — | 9 q |
| unresolvedElong Inc | 0.60% | 481,590 | $8M | trimmed−10% | −0.07 pp | 9 q |
| ZENZendesk Inc | 0.58% | 350,000 | $8M | added×2.0 | +0.29 pp | 2 q |
| FIVNFIVE9, Inc. | 0.23% | 600,000 | $3M | held | — | 3 q |
| ALGTAllegiant Travel Company | 0.14% | 10,800 | $2M | new | +0.14 pp | new |
| MMYTMakeMyTrip Limited | 0.11% | 73,285 | $1M | new | +0.11 pp | new |
| unresolvedOrbitz Worldwide Inc | 0.09% | 111,000 | $1M | held | — | 9 q |
| URIUnited Rentals, Inc. | 0.05% | 8,000 | $701,000 | added+14% | 0.00 pp | 2 q |
| SAVEQSpirit Airlines, Inc. | — | −100,000 | — | exited | −0.56 pp | — |
| RHTRed Hat Inc | — | −91,852 | — | exited | −0.51 pp | — |
| unresolvedNq Mobile Inc - ADR | — | −509,176 | — | exited | −0.14 pp | — |
| CHDNChurchill Downs Inc | — | −13,301 | — | exited | −0.11 pp | — |
| CHGGChegg, Inc. | — | −101,369 | — | exited | −0.06 pp | — |
