Altimeter Capital portfolio · 2012-06-30
Disclosed long book
$254.4 million
Long positions
28
Calls / puts
0 / 0
Top 5 concentration
68.7%
Longs with AI data
2 / 28
Average AI 1Y
+20.1%
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 | 5,199,357 | $56.9 million | 22.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · COM · V7780T103 | LONG | 1,443,700 | $37.6 million | 14.8% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 1,406,553 | $35.4 million | 13.9% | NOT COMPARABLE | — | 1Y — 5Y — |
US AIRWAYS GROUP INC US AIRWAYS GROUP INC · COM · 90341W108 | LONG | 1,800,128 | $24.0 million | 9.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AVIS BUDGET GROUP AVIS BUDGET GROUP · COM · 053774105 | LONG | 1,367,966 | $20.8 million | 8.2% | NOT COMPARABLE | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · COM · 42805T105 | LONG | 1,437,411 | $18.4 million | 7.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE.COM INC PRICELINE.COM INC · COM · 741503403 | LONG | 18,100 | $12.0 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
WYNDHAM WORLDWIDE CORP WYNDHAM WORLDWIDE CORP · COM · 98310W108 | LONG | 133,000 | $7.0 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC. NETFLIX INC. · COM · 64110L106 | LONG | 90,000 | $6.2 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERISTAR CASINOS INC AMERISTAR CASINOS INC · COM · 03070Q101 | LONG | 300,000 | $5.3 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
PENN NATL GAMING INC PENN NATL GAMING INC · COM · 707569109 | LONG | 106,920 | $4.8 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 400,000 | $4.5 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 15,000 | $3.4 million | 1.3% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
SHUTTERFLY INC SHUTTERFLY INC · COM · 82568P304 | LONG | 109,900 | $3.4 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
QCOM Qualcomm Inc. | LONG | 40,000 | $2.2 million | 0.9% | NOT COMPARABLE | — | 1Y +18.9% 5Y +97.8% · 31 models |
AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC · COM · 00846U101 | LONG | 52,500 | $2.1 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · COM · 75606N109 | LONG | 80,300 | $1.9 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · COM · 29444U502 | LONG | 10,300 | $1.8 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
OCZ TECHNOLOGY GROUP INC OCZ TECHNOLOGY GROUP INC · COM · 67086E303 | LONG | 290,000 | $1.5 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 10,000 | $996,000 | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ELONG INC ELONG INC · SPONSORED ADR · 290138205 | LONG | 61,226 | $694,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 100,000 | $670,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CARBONITE INC CARBONITE INC · COM · 141337105 | LONG | 70,000 | $626,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · COM · 13123E500 | LONG | 120,947 | $602,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 5,000 | $531,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 25,000 | $453,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · COM · 68557K109 | LONG | 111,000 | $405,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PROSHARES ULTRASHORT PROSHARES ULTRASHORT · ETF · 74347X245 | LONG | 5,500 | $215,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |