Altimeter Capital portfolio · 2011-12-31
Disclosed long book
$203.1 million
Long positions
35
Calls / puts
1 / 0
Top 5 concentration
64.3%
Longs with AI data
0 / 35
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 2,359,108 | $44.5 million | 21.9% | NOT COMPARABLE | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,305,000 | $32.3 million | 15.9% | NOT COMPARABLE | — | 1Y — 5Y — |
DELTA AIR LINES INC DELTA AIR LINES INC · Com · 247361702 | LONG | 2,501,082 | $20.2 million | 10.0% | NOT COMPARABLE | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 1,437,411 | $16.8 million | 8.3% | NOT COMPARABLE | — | 1Y — 5Y — |
EXPEDIA INC EXPEDIA INC · Com · 30212P303 | LONG | 572,500 | $16.6 million | 8.2% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIPADVISOR Inc TRIPADVISOR Inc · Com · 896945201 | LONG | 572,500 | $14.4 million | 7.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,275,795 | $13.7 million | 6.7% | NOT COMPARABLE | — | 1Y — 5Y — |
HYATT HOTELS CORP HYATT HOTELS CORP · Class A · 448579102 | LONG | 240,000 | $9.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
US AIRWAYS GROUP INC US AIRWAYS GROUP INC · Com · 90341W108 | LONG | 1,203,528 | $6.1 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
WYNDHAM WORLDWIDE CORP WYNDHAM WORLDWIDE CORP · Com · 98310W108 | LONG | 133,000 | $5.0 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · Com · 552953101 | LONG | 400,000 | $4.2 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
PENN NATIONAL GAMING INC PENN NATIONAL GAMING INC · Com · 707569109 | LONG | 106,920 | $4.1 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE COM INC PRICELINE COM INC · Com · 741503403 | LONG | 8,000 | $3.7 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERISTAR CASINOS INC AMERISTAR CASINOS INC · Com · 03070Q101 | LONG | 150,489 | $2.6 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON.COM INC AMAZON.COM INC · Com · 023135106 | LONG | 15,000 | $2.6 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
RACKSPACE HOSTING INC RACKSPACE HOSTING INC · Com · 750086100 | LONG | 52,000 | $2.2 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · Com · 29444U502 | LONG | 20,300 | $2.1 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · Com · 747525103 | LONG | 35,000 | $1.9 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
FINISAR CORP FINISAR CORP · Com · 31787A507 | LONG | 100,000 | $1.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC · Com · 00846U101 | LONG | 45,000 | $1.6 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · Com · 049513104 | LONG | 155,000 | $1.3 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SANDISK CORP SANDISK CORP · Com · 80004C101 | LONG | 20,300 | $999,000 | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
KNIGHT CAPITAL GROUP INC KNIGHT CAPITAL GROUP INC · Class A · 499005106 | LONG | 80,000 | $946,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
ELONG INC ELONG INC · ADR · 290138205 | LONG | 61,226 | $920,000 | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · Com · 13123E500 | LONG | 116,700 | $749,000 | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
REALNETWORKS INC REALNETWORKS INC · Com · 75605L708 | LONG | 87,525 | $656,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TTM TECHNOLOGIES TTM TECHNOLOGIES · Com · 87305R109 | LONG | 56,782 | $622,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
RF MICRO DEVICES INC RF MICRO DEVICES INC · Com · 749941100 | LONG | 100,000 | $540,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $417,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PROSHARES ULTRASHORT PROSHARES ULTRASHORT · ETF · 74347X245 | LONG | 5,500 | $251,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 2,682 | $201,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MARCHEX INC MARCHEX INC · Class B · 56624R108 | LONG | 16,196 | $101,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · Class A · 53578A108 | LONG | 1,573 | $99,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
UNIVERSAL TRAVEL GROUP UNIVERSAL TRAVEL GROUP · Com · 91388Q202 | LONG | 31,000 | $75,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
HOMEAWAY INC HOMEAWAY INC · Com · 43739Q100 | LONG | 1,000 | $23,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T903 | CALL | 138,700 | $87,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |