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
0 / 28
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 | 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 — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 15,000 | $3.4 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SHUTTERFLY INC SHUTTERFLY INC · COM · 82568P304 | LONG | 109,900 | $3.4 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · COM · 747525103 | LONG | 40,000 | $2.2 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
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 — |