HoldingsChannel.com
All Stocks Held By Altimeter Capital Management LP
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
UBER TECHNOLOGIES INC 31,152,028 +9,998,744 $869,765
     UBER31,152,028+10,058,744$869,765
FACEBOOK INC 3,753,400 UNCH $626,067
     FB3,753,400UNCH$626,067
SALESFORCE.COM INC 3,153,823 -980,080 $454,087
     CRM3,153,823-980,080$454,087
UNITED AIRLINES HLDGS INC 10,791,309 -1,033,924 $340,466
     UAL10,791,309-1,020,774$340,466
PINDUODUO INC 8,690,000 UNCH $313,101
     PDD8,690,000UNCH$313,101
EXPEDIA GROUP INC 3,912,476 +260,103 $220,155
     EXPE3,912,476+265,103$220,155
BOOKING HLDGS INC 136,402 UNCH $183,504
     BKNG136,402UNCH$183,504
MICROSOFT CORP 525,000 UNCH $82,798
     MSFT525,000UNCH$82,798
ALIBABA GROUP HLDG LTD 294,350 UNCH $57,245
     BABA294,350UNCH$57,245
MONGODB INC 300,000 UNCH $40,962
     MDB300,000UNCH$40,962
OKTA INC 250,000 UNCH $30,565
     OKTA250,000UNCH$30,565
FARFETCH LTD 3,779,409 UNCH $29,857
     FTCH3,779,409UNCH$29,857
DYNATRACE INC 1,100,000 +100,000 $26,224
     DT1,100,000+100,000$26,224
DATADOG INC 300,000 +150,000 $10,794
     DDOG300,000+150,000$10,794
CROWDSTRIKE HLDS INC 150,000 UNCH $8,352
     CRWD150,000UNCH$8,352
SERVICENOW INC 28,991 +28,991 $8,308
     NOW28,991+28,991$8,308
TRIVAGO NV 5,290,428 +69,400 $7,724
     TRVG5,290,428+69,400$7,724
RANPAK HOLDINGS CORP 1,000,000 UNCH $6,260
     PACK1,000,000UNCH$6,260
ANGI HOMESERVICES INC 890,000 UNCH $4,673
     ANGI890,000UNCH$4,673
PELOTON INTERACTIVE INC 120,000 +120,000 $3,186
     PTON120,000+120,000$3,186
ALLEGIANT TRAVEL CO 30,000 +10,000 $2,454
     ALGT30,000+10,000$2,454
MESA AIR GROUP INC 725,000 +395,314 $2,385
     MESA725,000+395,314$2,385
CARVANA CO 40,000 +40,000 $2,204
     CVNA40,000+40,000$2,204
SKYWEST INC 40,000 +5,000 $1,048
     SKYW40,000+5,000$1,048
AMAZON COM INC 250 +250 $487
     AMZN250+250$487
ELASTIC NV $0 (exited)
     ESTC0-140,000$0
NORWEGIAN CRUISE LINE HLDG L $0 (exited)
     NCLH0-110,000$0
SPIRIT AIRLS INC 0 -225,000 $0 (exited)
     SAVE0-225,000$0

See Summary: Altimeter Capital Management LP Top Holdings
See Details: Top 10 Stocks Held By Altimeter Capital Management LP

EntityShares/Amount
Change
Position Value
Change
NOW +28,991+$8,308
PTON +120,000+$3,186
CVNA +40,000+$2,204
AMZN +250+$487
EntityShares/Amount
Change
Position Value
Change
SAVE -225,000-$9,070
ESTC -140,000-$9,002
NCLH -110,000-$6,425
EntityShares/Amount
Change
Position Value
Change
UBER +9,998,744+$240,653
MESA +395,314-$562
EXPE +260,103-$178,622
DDOG +150,000+$5,127
DT +100,000+$924
TRVG +69,400-$5,955
ALGT +10,000-$1,027
SKYW +5,000-$1,214
FB UNCH-$144,318
PDD UNCH-$15,555
EntityShares/Amount
Change
Position Value
Change
UAL -1,033,924-$701,467
CRM -980,080-$218,251
ANGI UNCH-$2,865
PACK UNCH-$1,890
CRWD UNCH+$871
FTCH UNCH-$9,260
OKTA UNCH+$1,722
MDB UNCH+$1,479
BABA UNCH-$5,187
Size ($ in 1000's)
At 03/31/2020: $3,332,671
At 12/31/2019: $4,475,004

Altimeter Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altimeter Capital Management LP 13F filings. Link to 13F filings: SEC filings

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