Altimeter Capital (Brad Gerstner) discloses updated portfolio positions in 13F filing: Increased DATA / PSTG positions
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: YELP (~0.1 mln shares), GOOGL (~0 mln)
- Increased positions in: DATA (to ~3.58 mln shares from ~2.59 mln shares), PSTG (to ~5.08 mln from ~4.11 mln), ALK (to ~0.94 mln from ~0.9 mln)
- Maintained positions in: UAL (~10.26 mln shares), EXPE (~4.5 mln shares), CTRP (~1.29 mln shares) PCLN (~0.12 mln shares)
- Decreased positions in: CRM (to ~0.13 mln shares from ~0.16 mln shares)