0001104659-19-064188
Altimeter Capital Management, LP
Total Value: $4,098,367,000
Total Holdings: 30
| Quarter | Filling ID |
|---|---|
| Q2 25 | 0002002654-25-000004 |
| Q1 25 | 0002002654-25-000003 |
| Q4 24 | 0002002654-25-000001 |
| Q3 24 | 0002002654-24-000005 |
| Q2 24 | 0002002654-24-000004 |
| Q1 24 | 0002002654-24-000002 |
| Q4 23 | 0002002654-24-000001 |
| Q3 23 | 0002002654-23-000008 |
| Q2 23 | 0002002654-23-000007 |
| Q1 23 | 0002002654-23-000006 |
| Q4 22 | 0002002654-23-000005 |
| Q3 22 | 0002002654-23-000004 |
| Q2 22 | 0002002654-23-000003 |
| Q1 22 | 0002002654-23-000002 |
| Q4 21 | 0002002654-23-000001 |
| Name | Title | CUSIP | Value | Shares | Share Price | Investment | % of Portfolio |
|---|---|---|---|---|---|---|---|
| UNITED AIRLINES HLDGS INC | COM | 910047109 | $1,050,790 | 11,827,926 | SOLE | ||
| FACEBOOK INC | CL A | 30303M102 | $668,405 | 3,753,400 | SOLE | ||
| SALESFORCE COM INC | COM | 79466L302 | $613,637 | 4,133,903 | SOLE | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | $456,953 | 3,399,693 | SOLE | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | $430,055 | 14,015,000 | SOLE | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | $279,992 | 8,690,000 | SOLE | ||
| BOOKING HLDGS INC | COM | 09857L108 | $267,704 | 136,402 | SOLE | ||
| MICROSOFT CORP | COM | 594918104 | $72,991 | 525,000 | SOLE | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | $49,224 | 294,350 | SOLE | ||
| MONGODB INC | CL A | 60937P106 | $32,457 | 269,401 | SOLE | ||
| ELASTIC NV | ORD SHS | N14506104 | $24,702 | 300,000 | SOLE | ||
| OKTA INC | CL A | 679295105 | $24,615 | 250,000 | SOLE | ||
| NUTANIX INC | CL A | 67059N108 | $23,794 | 906,444 | SOLE | ||
| TRIVAGO NV | SPON ADS A SHS | 89686D105 | $21,458 | 5,221,028 | SOLE | ||
| DYNATRACE INC | COM | 268150109 | $14,003 | 750,000 | SOLE | ||
| AMAZON COM INC | COM | 23135106 | $13,887 | 8,000 | SOLE | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | $9,216 | 1,066,709 | SOLE | ||
| SPIRIT AIRLS INC | COM | 848577102 | $8,168 | 225,000 | SOLE | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | $7,289 | 125,000 | SOLE | ||
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | $6,060 | 1,000,000 | SOLE | ||
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | $5,695 | 110,000 | SOLE | ||
| DATADOG INC | CL A COM | 23804L103 | $3,391 | 100,000 | SOLE | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | $3,330 | 470,000 | SOLE | ||
| ALLEGIANT TRAVEL CO | COM | 01748X102 | $2,993 | 20,000 | SOLE | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | $2,510 | 100,000 | SOLE | ||
| SKYWEST INC | COM | 830879102 | $2,009 | 35,000 | SOLE | ||
| MESA AIR GROUP INC | COM NEW | 590479135 | $1,956 | 290,000 | SOLE | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | $1,083 | 10,000 | SOLE |