SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $1.90B
Positions: 25
Period: 2017-12-31
Filed: 2018-02-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$1.90B

Positions

25

New

5

Increased

5

Decreased

9

Sold Out

54

Altimeter Capital Management, LP Q4 2017 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $1.90B across 25 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). Top holdings include UNTC ($750.63M), EXPE ($411.09M), DATA ($227.30M). The top 10 positions account for 96.8% of the portfolio. This quarter saw 5 new positions, 5 increases, 9 reductions, 54 complete exits. Notable new buys: TSLA ($3.03M), MDB ($2.97M), BIDU ($1.83M). Notable exits: ZG, AIG, CAR.

All Holdings

#StockValue↓WeightChange
1
UNTCUNITED CONTINENTAL HOLDINGS
COM
$750.63M
39.50%
+7.2%
2
EXPEEXPEDIA INC
COM NEW
$411.09M
21.63%
-23.7%
3
DATATABLEAU SOFTWARE INC
CLASS A
$227.30M
11.96%
-8.4%
4
THE PRICELINE GROUP INC
COM NEW
$213.74M
11.25%
-
5
PSTGPURE STORAGE INC
CLASS A
$66.61M
3.51%
-10.6%
6
AMZNAMAZON.COM INC
COM
$59.39M
3.13%
-
7
NFLXNETFLIX INC
COM
$37.55M
1.98%
-
8
YELPYELP INC
COM
$36.76M
1.93%
-20.6%
9
XYZSQUARE INC
CLASS A
$22.34M
1.18%
-50.7%
10
PYPLPAYPAL HOLDINGS INC
COM
$14.72M
0.77%
-
11
CRMSALESFORCE.COM INC
COM
$10.73M
0.56%
-19.2%
12
TWLOTWILIO INC
CLASS A
$8.26M
0.43%
-51.9%
13
BABAALIBABA GROUP HOLDING-SP ADR
SPONSORED ADS
$6.66M
0.35%
+21.0%
14
MULEUSDMULESOFT INC
CLASS A
$6.40M
0.34%
+9.1%
15
GOOGLALPHABET INC
CAP STK CL A
$5.37M
0.28%
-32.0%
16
OKTAOKTA INC
CLASS A
$3.84M
0.20%
+100.0%
17
ALKALASKA AIR GROUP INC
COM
$3.68M
0.19%
-
18
TSLATESLA INC
PUT
$3.03M
0.16%
New
19
MDBMONGODB INC
CLASS A
$2.97M
0.16%
New
20
TRVGTRIVAGO NV
SPON ADS A SHS
$2.81M
0.15%
-
21
BIDUBAIDU INC
SPON ADR REP A
$1.83M
0.10%
New
22
AIPGSPIRIT AIRLINES INC
CALL
$1.64M
0.09%
+0.0%
23
CRTOCRITEO SA
SPONS ADS
$1.30M
0.07%
New
24
NCLHNORWEGIAN CRUISE LINE HOLDINGS
SHS
$1.06M
0.06%
New
25
CVNACARVANA CO
CLASS A
$455.00K
0.02%
-76.1%

Position Changes

StockValueShares
TSLATESLA INC
$3.03M1,500
MDBMONGODB INC
$2.97M100,000
BIDUBAIDU INC
$1.83M7,800
CRTOCRITEO SA
$1.30M50,000
NCLHNORWEGIAN CRUISE LINE HOLDINGS
$1.06M20,000