SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $4.73B
Positions: 23
Period: 2020-06-30
Filed: 2020-08-14
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

$4.73B

Positions

23

New

4

Increased

5

Decreased

2

Sold Out

87

Altimeter Capital Management, LP Q2 2020 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $4.73B across 23 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). Top holdings include UBER ($898.55M), META ($852.28M), PDD ($745.95M). The top 10 positions account for 91.4% of the portfolio. This quarter saw 4 new positions, 5 increases, 2 reductions, 87 complete exits. Notable new buys: VRM ($41.67M), SE ($23.91M), ZM ($20.28M). Notable exits: MESA, PTON, CVNA.

All Holdings

#StockValue↓WeightChange
1
UBERUBER TECHNOLOGIES INC
COM
$898.55M
19.01%
-7.2%
2
METAFACEBOOK INC
CL A
$852.28M
18.03%
-
3
PDDPINDUODUO INC
SPONSORED ADS
$745.95M
15.78%
-
4
CRMSALESFORCE.COM INC
COM
$590.81M
12.50%
-
5
EXPEEXPEDIA GROUP INC
COM NEW
$437.24M
9.25%
+36.0%
6
MSFTMICROSOFT CORP
COM
$223.28M
4.72%
+109.0%
7
BKNGBOOKING HLDGS INC
COM
$217.20M
4.59%
-
8
UNTCUNITED AIRLINES HLDGS INC
COM
$166.24M
3.52%
-55.5%
9
MDBMONGODB INC
CL A
$102.31M
2.16%
+50.7%
10
CRWDCROWDSTRIKE HLDS INC
CL A
$87.25M
1.85%
+480.0%
11
FTCHQFARFETCH LTD
ORD SH CL A
$65.27M
1.38%
-
12
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$63.49M
1.34%
-
13
OKTAOKTA INC
CL A
$50.06M
1.06%
-
14
DTDYNATRACE INC
COM
$44.66M
0.94%
-
15
VRMVROOM INC
COM
$41.67M
0.88%
New
16
AMZNAMAZON COM INC
COM
$35.44M
0.75%
+5038.0%
17
DDOGDATADOG INC
CL A COM
$26.09M
0.55%
-
18
SESEA LTD
SPONSORED ADS
$23.91M
0.51%
New
19
ZMZOOM VIDEO COMMUNICATIONS
CL A
$20.28M
0.43%
New
20
ANGIANGI HOMESERVICES INC
COM CL A
$10.81M
0.23%
-
21
TRVGTRIVAGO NV
SPON ADS A SHS
$10.42M
0.22%
-
22
PACKRANPAK HOLDINGS CORP
COM CL A
$7.44M
0.16%
-
23
SFIXSTITCH FIX INC
COM CL A
$6.24M
0.13%
New

Position Changes

StockValueShares
VRMVROOM INC
$41.67M799,281
SESEA LTD
$23.91M223,000
ZMZOOM VIDEO COMMUNICATIONS
$20.28M80,000
SFIXSTITCH FIX INC
$6.24M250,000