Altimeter Capital portfolio · 2012-03-31
Disclosed long book
$245.0 million
Long positions
32
Calls / puts
0 / 0
Top 5 concentration
65.4%
Longs with AI data
0 / 32
Average AI 1Y
—
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
This quarter is marked source summary variance, so change classifications are withheld.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
DELTA AIR LINES INC DELTA AIR LINES INC · Com · 247361702 | LONG | 4,841,350 | $48.0 million | 19.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,443,700 | $42.5 million | 17.3% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 1,406,553 | $30.2 million | 12.3% | NOT COMPARABLE | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 1,437,411 | $21.6 million | 8.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIPADVISOR Inc TRIPADVISOR Inc · Com · 896945201 | LONG | 504,889 | $18.0 million | 7.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,000,000 | $14.2 million | 5.8% | NOT COMPARABLE | — | 1Y — 5Y — |
US AIRWAYS GROUP INC US AIRWAYS GROUP INC · Com · 90341W108 | LONG | 1,800,128 | $13.7 million | 5.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE COM INC PRICELINE COM INC · Com · 741503403 | LONG | 18,100 | $13.0 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
WYNDHAM WORLDWIDE CORP WYNDHAM WORLDWIDE CORP · Com · 98310W108 | LONG | 133,000 | $6.2 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · Com · 552953101 | LONG | 400,000 | $5.4 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERISTAR CASINOS INC AMERISTAR CASINOS INC · Com · 03070Q101 | LONG | 270,000 | $5.0 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
PENN NATIONAL GAMING INC PENN NATIONAL GAMING INC · Com · 707569109 | LONG | 106,920 | $4.6 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
HYATT HOTELS CORP HYATT HOTELS CORP · Class A · 448579102 | LONG | 90,357 | $3.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · Com · 29444U502 | LONG | 20,300 | $3.2 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON.COM INC AMAZON.COM INC · Com · 023135106 | LONG | 15,000 | $3.0 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · Com · 747525103 | LONG | 35,000 | $2.4 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC · Com · 00846U101 | LONG | 45,000 | $2.0 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
OCZ TECHNOLOGY GROUP INC OCZ TECHNOLOGY GROUP INC · Com · 67086E303 | LONG | 240,000 | $1.7 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 80,300 | $1.5 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · Com · 049513104 | LONG | 155,000 | $1.5 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
RACKSPACE HOSTING INC RACKSPACE HOSTING INC · Com · 750086100 | LONG | 22,257 | $1.3 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CARBONITE INC CARBONITE INC · Com · 141337105 | LONG | 110,000 | $1.2 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · Com · 64110L106 | LONG | 10,000 | $1.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ELONG INC ELONG INC · ADR · 290138205 | LONG | 61,226 | $906,000 | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
REALNETWORKS INC REALNETWORKS INC · Com · 75605L708 | LONG | 87,525 | $870,000 | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · Com · 13123E500 | LONG | 90,000 | $703,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · Class A · 53578A108 | LONG | 5,000 | $510,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
RF MICRO DEVICES INC RF MICRO DEVICES INC · Com · 749941100 | LONG | 100,000 | $498,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $339,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MA COM TECHNOLOGY SOLUTIONS MA COM TECHNOLOGY SOLUTIONS · Com · 55405Y100 | LONG | 10,000 | $207,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MARCHEX INC MARCHEX INC · Class B · 56624R108 | LONG | 26,196 | $117,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
UNIVERSAL TRAVEL GROUP UNIVERSAL TRAVEL GROUP · Com · 91388Q202 | LONG | 31,000 | $75,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |