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Altimeter Capital Management, LP 13F filings

Manager(s): Brad Gerstner

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Holdings as of 2020-06-30

Filed on 2020-08-14 under CIK 1541617

Company name, stock class and CUSIPValue (x$1000) Shares
UBER TECHNOLOGIES INC
COM 90353T100
$898,554$28,78928,911,000 sh-2,241,028 sh
-7%
Facebook, Inc.
COM 30303M102
$852,285 3,753,400 sh 
PINDUODUO INC
SPONSORED ADS 722304102
$745,950 8,690,000 sh 
Salesforce.com
COM 79466L302
$590,806 3,153,823 sh 
EXPEDIA GROUP INC.
COM 30212P303
$437,240$217,0855,319,216 sh1,406,740 sh
36%
MICROSOFT CORP
COM 594918104
$223,278$140,4801,097,135 sh572,135 sh
109%
Booking Holdings Inc
COM 09857L108
$217,198 136,402 sh 
UNITED AIRLINES HLDGS INC
COM 910047109
$166,241-$174,2254,803,279 sh-5,988,030 sh
-55%
MongoDB, Inc.
COM 60937P106
$102,306$61,344452,000 sh152,000 sh
51%
CROWDSTRIKE HLDGS
COM 22788C105
$87,252$78,900870,000 sh720,000 sh
480%
FARFETCH LTD
ORD SH CL A 30744W107
$65,270 3,779,409 sh 
ALIBABA GROUP HLDG LTD
SPONSORED ADS 01609W102
$63,491 294,350 sh 
OKTA INC
CL A 679295105
$50,058 250,000 sh 
DYNATRACE INC
COM 268150109
$44,660 1,100,000 sh 
VROOM INC
COM 92918V109
$41,675$41,675799,281 sh799,281 sh
NEW
AMAZON COM INC
COM 023135106
$35,437$34,95012,845 sh12,595 sh
5038%
Datadog, Inc.
COM 23804L103
$26,085 300,000 sh 
SEA LTD
SPONSORED ADS 81141R100
$23,915$23,915223,000 sh223,000 sh
NEW
Zoom Video Comms Inc Cl A
COM 98980L101
$20,283$20,28380,000 sh80,000 sh
NEW
ANGI HOMESERVICES INC CL A
COM 00183L102
$10,814 890,000 sh 
TRIVAGO N V
SPON ADS A SHS 89686D105
$10,422 5,290,428 sh 
RANPAK HLDGS CORP
COM CL A 75321W103
$7,440 1,000,000 sh 
STITCH FIX INC
COM CL A 860897107
$6,235$6,235250,000 sh250,000 sh
NEW
SERVICENOW INC
COM 81762P102
$0-$8,3080 sh-28,991 sh
-100%
Peloton Interactive Inc Cl A
COM 70614W100
$0-$3,1860 sh-120,000 sh
-100%
ALLEGIANT TRAVEL CO
COM 01748X102
$0-$2,4540 sh-30,000 sh
-100%
MESA AIR GROUP INC
COM NEW 590479135
$0-$2,3850 sh-725,000 sh
-100%
CARVANA CO
CL A 146869102
$0-$2,2040 sh-40,000 sh
-100%
SKYWEST INC
COM 830879102
$0-$1,0480 sh-40,000 sh
-100%