Altimeter Capital portfolio · 2012-12-31
Disclosed long book
$234.2 million
Long positions
20
Calls / puts
0 / 0
Top 5 concentration
82.4%
Longs with AI data
0 / 20
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 | 5,657,006 | $67.1 million | 28.7% | INCREASED | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,343,700 | $45.7 million | 19.5% | REDUCED | — | 1Y — 5Y — |
PRICELINE COM INC PRICELINE COM INC · Com · 741503403 | LONG | 65,000 | $40.4 million | 17.2% | INCREASED | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,397,966 | $27.7 million | 11.8% | INCREASED | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 736,592 | $12.0 million | 5.1% | REDUCED | — | 1Y — 5Y — |
CTRIP COM INTERNATIONAL LTD CTRIP COM INTERNATIONAL LTD · Sponsored ADR · 22943F100 | LONG | 460,000 | $10.5 million | 4.5% | INCREASED | — | 1Y — 5Y — |
FACEBOOK INC FACEBOOK INC · Class A · 30303M102 | LONG | 337,400 | $9.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 11659109 | LONG | 197,054 | $8.5 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 178,302 | $4.2 million | 1.8% | REDUCED | — | 1Y — 5Y — |
TRIPADVISOR Inc TRIPADVISOR Inc · Com · 896945201 | LONG | 90,000 | $3.8 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
RED HAT INC RED HAT INC · Com · 756577102 | LONG | 60,000 | $3.2 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 140,000 | $3.0 million | 1.3% | INCREASED | — | 1Y — 5Y — |
SPIRIT AIRLINES INC SPIRIT AIRLINES INC · Com · 848577102 | LONG | 100,000 | $1.8 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
LIQUIDITY SERVICES INC LIQUIDITY SERVICES INC · Com · 53635B107 | LONG | 40,000 | $1.6 million | 0.7% | INCREASED | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 50,000 | $1.2 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · Com · 315616102 | LONG | 10,000 | $972,000 | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 61,226 | $908,000 | 0.4% | UNCHANGED | — | 1Y — 5Y — |
CHURCHILL DOWNS INC CHURCHILL DOWNS INC · Com · 171484108 | LONG | 12,401 | $824,000 | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · Com · 13123E500 | LONG | 120,947 | $549,000 | 0.2% | UNCHANGED | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $302,000 | 0.1% | UNCHANGED | — | 1Y — 5Y — |