SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $4.10B
Positions: 28
Period: 2019-09-30
Filed: 2019-11-14
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

$4.10B

Positions

28

New

5

Increased

11

Decreased

2

Sold Out

77

Altimeter Capital Management, LP Q3 2019 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $4.10B across 28 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). Top holdings include UNTC ($1.05B), META ($668.40M), CRM ($613.64M). The top 10 positions account for 95.7% of the portfolio. This quarter saw 5 new positions, 11 increases, 2 reductions, 77 complete exits. Notable new buys: DT ($14.00M), FTCHQ ($9.22M), DDOG ($3.39M). Notable exits: TSLA, DATA, YELP.

All Holdings

#StockValue↓WeightChange
1
UNTCUNITED AIRLINES HLDGS INC
COM
$1.05B
25.64%
-0.2%
2
METAFACEBOOK INC
CL A
$668.40M
16.31%
-
3
CRMSALESFORCE COM INC
COM
$613.64M
14.97%
+1376.4%
4
EXPEEXPEDIA GROUP INC
COM NEW
$456.95M
11.15%
-
5
UBERUBER TECHNOLOGIES INC
COM
$430.06M
10.49%
+443.3%
6
PDDPINDUODUO INC
SPONSORED ADS
$279.99M
6.83%
+43.1%
7
BKNGBOOKING HLDGS INC
COM
$267.70M
6.53%
-
8
MSFTMICROSOFT CORP
COM
$72.99M
1.78%
+5.0%
9
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$49.22M
1.20%
+65.5%
10
MDBMONGODB INC
CL A
$32.46M
0.79%
+68.4%
11
ESTCELASTIC NV
ORD SHS
$24.70M
0.60%
-
12
OKTAOKTA INC
CL A
$24.61M
0.60%
+25.0%
13
NTNXNUTANIX INC
CL A
$23.79M
0.58%
-29.4%
14
TRVGTRIVAGO NV
SPON ADS A SHS
$21.46M
0.52%
-
15
DTDYNATRACE INC
COM
$14.00M
0.34%
New
16
AMZNAMAZON COM INC
COM
$13.89M
0.34%
-
17
FTCHQFARFETCH LTD
ORD SH CL A
$9.22M
0.22%
New
18
AIPGSPIRIT AIRLS INC
COM
$8.17M
0.20%
-
19
CRWDCROWDSTRIKE HLDGS INC
CL A
$7.29M
0.18%
+56.3%
20
PACKRANPAK HOLDINGS CORP
COM CL A
$6.06M
0.15%
-
21
NCLHNORWEGIAN CRUISE LINE HLDG L
SHS
$5.70M
0.14%
+57.1%
22
DDOGDATADOG INC
CL A COM
$3.39M
0.08%
New
23
ANGIANGI HOMESERVICES INC
COM CL A
$3.33M
0.08%
New
24
ALGTALLEGIANT TRAVEL CO
COM
$2.99M
0.07%
-
25
PTONPELOTON INTERACTIVE INC
CL A COM
$2.51M
0.06%
New
26
SKYWSKYWEST INC
COM
$2.01M
0.05%
-
27
MESAMESA AIR GROUP INC
COM NEW
$1.96M
0.05%
+16.0%
28
RCLROYAL CARIBBEAN CRUISES LTD
COM
$1.08M
0.03%
+0.0%

Position Changes

StockValueShares
DTDYNATRACE INC
$14.00M750,000
FTCHQFARFETCH LTD
$9.22M1,066,709
DDOGDATADOG INC
$3.39M100,000
ANGIANGI HOMESERVICES INC
$3.33M470,000
PTONPELOTON INTERACTIVE INC
$2.51M100,000