Altimeter Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+11.54
- added+5.87
- trimmed−0.14
- added−0.23
- trimmed−0.78
Positions
| UALUnited Airlines Holdings, Inc. | 44.96% | 11,509,268 | $689M | added+8% | +11.54 pp | 12 q |
| EXPEExpedia Group, Inc. | 26.63% | 3,783,941 | $408M | added+24% | +5.87 pp | 10 q |
| ALKAlaska Air Group, Inc. | 4.83% | 902,489 | $74M | trimmed−20% | −0.14 pp | 12 q |
| DATATableau Software, Inc. | 4.34% | 1,450,998 | $67M | added+64% | −0.23 pp | 3 q |
| CTRPTrip.com Group Limited | 3.72% | 1,287,009 | $57M | trimmed−27% | −0.78 pp | 12 q |
| unresolvedPriceline Grp Inc | 3.34% | 39,750 | $51M | trimmed−44% | −1.62 pp | 12 q |
| PEverpure, Inc. | 2.46% | 2,750,000 | $38M | added+38% | +0.75 pp | 2 q |
| DALDelta Air Lines, Inc. | 2.43% | 763,455 | $37M | held | — | 12 q |
| AALAmerican Airlines Group Inc. | 2.28% | 850,000 | $35M | trimmed−27% | −0.43 pp | 10 q |
| ZZillow Group, Inc. Class C | 1.70% | 1,095,224 | $26M | trimmed−28% | −0.26 pp | 3 q |
| ZGZillow Group Inc Class A | 1.34% | 801,816 | $20M | held | — | 5 q |
| AMZNAmazon.Com Inc | 0.77% | 20,000 | $12M | held | — | 12 q |
| HUBSHubspot, Inc. | 0.64% | 225,000 | $10M | trimmed−24% | −0.28 pp | 6 q |
| unresolvedElong Inc | 0.51% | 443,085 | $8M | held | — | 12 q |
| ALGTAllegiant Travel Company | 0.06% | 5,150 | $917,000 | new | +0.06 pp | new |
| RCLRoyal Caribbean Group | — | −1,241,469 | — | exited | −6.88 pp | — |
| unresolvedQunar ADR | — | −1,570,945 | — | exited | −4.40 pp | — |
| DWREDemandware Inc Com Stk (De) | — | −500,000 | — | exited | −1.48 pp | — |
| WDAYWorkday, Inc. Class A | — | −280,000 | — | exited | −1.22 pp | — |
| ZENZendesk Inc | — | −500,000 | — | exited | −0.72 pp | — |
| BOXBox, Inc. | — | −533,500 | — | exited | −0.41 pp | — |
