Altimeter Capital (Brad Gerstner) discloses updated portfolio positions in 13F filing: New TRVG / MULE positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: TRVG (~0.41 mln shares), MULE (~0.25 mln)
- Increased positions in: YELP (to ~1.03 mln shares from ~0.23 mln shares; also has calls), BABA (to ~0.03 mln from ~0.03 mln), GOOGL (to ~0.01 mln from ~0.01 mln)
- Maintained positions in: UAL (~10.35 mln shares), PSTG (~4.7 mln shares), EXPE (~4.5 mln shares), DATA (~3.58 mln shares), PCLN (~0.12 mln shares)
- Closed positions in: CTRP (from ~1.29 mln shares), DAL (from ~0.86 mln), AAL (from ~0.85 mln), TRIP (from ~0.15 mln), CAR (from ~0.03 mln)
- Decreased positions in: ALK (to ~0.05 mln shares from ~0.95 mln shares), CVNA (to ~0.1 mln from ~0.12 mln)