Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+1.86
- added−1.83
- held
- held
Positions
| UALUnited Airlines Holdings, Inc. | 33.42% | 10,650,000 | $610M | added+15% | +1.86 pp | 11 q |
| EXPEExpedia Group, Inc. | 20.76% | 3,049,153 | $379M | added+2% | −1.83 pp | 9 q |
| RCLRoyal Caribbean Group | 6.88% | 1,241,469 | $126M | held | — | 11 q |
| ALKAlaska Air Group, Inc. | 4.97% | 1,128,146 | $91M | held | — | 11 q |
| unresolvedPriceline Grp Inc | 4.96% | 70,981 | $90M | held | — | 11 q |
| DATATableau Software, Inc. | 4.57% | 886,408 | $84M | added+47% | +1.48 pp | 2 q |
| CTRPTrip.com Group Limited | 4.50% | 1,772,516 | $82M | held | — | 11 q |
| unresolvedQunar ADR | 4.40% | 1,570,945 | $80M | added+27% | +2.02 pp | 5 q |
| AALAmerican Airlines Group Inc. | 2.71% | 1,166,697 | $49M | trimmed−44% | −2.45 pp | 9 q |
| DALDelta Air Lines, Inc. | 2.12% | 763,455 | $39M | held | — | 11 q |
| ZZillow Group, Inc. Class C | 1.96% | 1,520,715 | $36M | trimmed−12% | −1.01 pp | 2 q |
| PEverpure, Inc. | 1.71% | 2,000,000 | $31M | new | +1.71 pp | new |
| DWREDemandware Inc Com Stk (De) | 1.48% | 500,000 | $27M | added+25% | +0.16 pp | 11 q |
| WDAYWorkday, Inc. Class A | 1.22% | 280,000 | $22M | trimmed−10% | −0.15 pp | 5 q |
| ZGZillow Group Inc Class A | 1.14% | 801,816 | $21M | held | — | 4 q |
| HUBSHubspot, Inc. | 0.92% | 297,902 | $17M | held | — | 5 q |
| AMZNAmazon.Com Inc | 0.74% | 20,000 | $14M | held | — | 11 q |
| ZENZendesk Inc | 0.72% | 500,000 | $13M | trimmed−58% | −0.79 pp | 4 q |
| unresolvedElong Inc | 0.42% | 443,085 | $8M | trimmed−8% | −0.10 pp | 11 q |
| BOXBox, Inc. | 0.41% | 533,500 | $7M | added+33% | +0.09 pp | 2 q |
