Altimeter Capital portfolio · 2012-09-30
Disclosed long book
$229.1 million
Long positions
24
Calls / puts
0 / 0
Top 5 concentration
69.2%
Longs with AI data
2 / 24
Average AI 1Y
+20.1%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The immediately preceding quarter (2012-06-30) 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 | $47.6 million | 20.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,443,700 | $43.6 million | 19.0% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 1,406,553 | $27.4 million | 12.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,367,966 | $21.0 million | 9.2% | NOT COMPARABLE | — | 1Y — 5Y — |
US AIRWAYS GROUP INC US AIRWAYS GROUP INC · Com · 90341W108 | LONG | 1,800,128 | $18.8 million | 8.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE COM INC PRICELINE COM INC · Com · 741503403 | LONG | 22,647 | $14.0 million | 6.1% | NOT COMPARABLE | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 751,792 | $10.3 million | 4.5% | NOT COMPARABLE | — | 1Y — 5Y — |
WYNDHAM WORLDWIDE CORP WYNDHAM WORLDWIDE CORP · Com · 98310W108 | LONG | 133,000 | $7.0 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CTRIP COM INTERNATIONAL LTD CTRIP COM INTERNATIONAL LTD · Sponsored ADR · 22943F100 | LONG | 375,709 | $6.3 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERISTAR CASINOS INC AMERISTAR CASINOS INC · Com · 03070Q101 | LONG | 300,000 | $5.3 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · Com · 64110L106 | LONG | 90,000 | $4.9 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
PENN NATIONAL GAMING INC PENN NATIONAL GAMING INC · Com · 707569109 | LONG | 106,920 | $4.6 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 15,000 | $3.8 million | 1.7% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
QCOM Qualcomm Inc. | LONG | 40,000 | $2.5 million | 1.1% | NOT COMPARABLE | — | 1Y +18.9% 5Y +97.8% · 31 models |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 100,300 | $2.3 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
EQUINIX INC EQUINIX INC · Com · 29444U502 | LONG | 10,300 | $2.1 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
LIQUIDITY SERVICES INC LIQUIDITY SERVICES INC · Com · 53635B107 | LONG | 35,000 | $1.8 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
BRIGHTCOVE BRIGHTCOVE · Com · 10921T101 | LONG | 120,000 | $1.4 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 50,000 | $1.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 61,226 | $1.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
SYNCHRONOSS TECHNOLOGIES INC SYNCHRONOSS TECHNOLOGIES INC · Com · 87157B103 | LONG | 41,334 | $947,000 | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · Com · 13123E500 | LONG | 120,947 | $596,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $283,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
KAYAK SOFTWARE CORP KAYAK SOFTWARE CORP · Com Class A · 486577109 | LONG | 3,000 | $106,000 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |