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
—
| 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 — |