Altimeter Capital Management’s Top Picks Include Online Travel and Airline Stocks

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Tableau Software Inc (NYSE:DATA)

– Share held by Altimeter Capital (as of June 30): 1.45 million

– Value of Altimeter Capital’s stake (as of June 30): $70.98 million

Altimeter Capital Management is the second largest stockholder of Tableau Software Inc (NYSE:DATA) in our database, while Cadian Capital has emerged as the top stakeholder of Tableau Software Inc (NYSE:DATA) at the end of the second quarter, with a new position of 2.59 million shares worth $126.88 million. Tableau Software Inc (NYSE:DATA) appointed Adam Selipsky as its new CEO effective September 16, replacing Christian Cabot, co-founder and previous CEO of the company. The software firm has had a rough year, with its share price dropping by 42% year-to-date.

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United Continental Holdings Inc (NYSE:UAL)

– Share held by Altimeter Capital (as of June 30): 11.51 million

– Value of Altimeter Capital’s stake (as of June 30): $472.34 million

United Continental Holdings Inc (NYSE:UAL) comes on the second spot in Altimeter Capital’s equity portfolio, the position amassing 35.17% of its portfolio value at the end of the June quarter. A total of 57 funds in our database were long the Airline Operator at the end of previous quarter, with Citadel Investment Group and Omega Advisors holding major stakes in the company, 4.30 million shares valued at $176.37 million and 2.37 million shares valued at $97.12 million, respectively. The shares of United Continental Holdings Inc (NYSE:UAL) have lost 10.45% value year-to-date.

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Expedia Inc (NASDAQ:EXPE)

– Share held by Altimeter Capital (as of June 30): 4.50 million

– Value of Altimeter Capital’s stake (as of June 30): $478.15 million

Expedia Inc (NASDAQ:EXPE) was the top stock position of Altimeter Capital management at the end of the June quarter. The investment advisory buffed its stake in the online travel company by 19% during the second quarter. A total of 67 funds that we track were long on the stock, with Tourbillon Capital Partners and JANA Partners leading the list. Tourbillon Capital Partners owned 3.14 million shares of the company with a value of $333.38 million at the end of June, while JANA initiated a stake in Expedia Inc (NASDAQ:EXPE) during the second quarter, holding 2.07 million shares valued at $219.96 million, according to its last 13F filing. Expedia Inc (NASDAQ:EXPE) has announced global coordinators, JP Morgan, Goldman Sachs and Morgan Stanley, for its planned IPO of Trivago, travel search site owned by the company. The shares of the online travel company have lost 11.86% since the beginning of the year.

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Disclosure: none

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