Altimeter Capital portfolio · 2013-03-31
Disclosed long book
$340.1 million
Long positions
25
Calls / puts
0 / 0
Top 5 concentration
76.1%
Longs with AI data
0 / 25
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 New · 247361702 | LONG | 5,332,006 | $88.0 million | 25.9% | NEWLY REPORTED | — | 1Y — 5Y — |
PRICELINE COM INC PRICELINE COM INC · Com · 741503403 | LONG | 86,000 | $59.2 million | 17.4% | INCREASED | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,500,000 | $49.8 million | 14.7% | INCREASED | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,397,966 | $38.9 million | 11.4% | INCREASED | — | 1Y — 5Y — |
CTRIP COM INTERNATIONAL LTD CTRIP COM INTERNATIONAL LTD · Sponsored ADR · 22943F100 | LONG | 1,072,700 | $22.9 million | 6.7% | INCREASED | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 514,502 | $16.5 million | 4.8% | REDUCED | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 736,592 | $16.4 million | 4.8% | REDUCED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 197,054 | $12.6 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
FACEBOOK INC FACEBOOK INC · Cl A · 30303M102 | LONG | 337,400 | $8.6 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
US AIRWAYS GROUP INC US AIRWAYS GROUP INC · Com · 90341W108 | LONG | 213,148 | $3.6 million | 1.1% | REDUCED | — | 1Y — 5Y — |
RED HAT INC RED HAT INC · Com · 756577102 | LONG | 60,000 | $3.0 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 140,000 | $2.9 million | 0.9% | INCREASED | — | 1Y — 5Y — |
SPIRIT AIRLINES INC SPIRIT AIRLINES INC · Com · 848577102 | LONG | 100,000 | $2.5 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROS SYS INC MICROS SYS INC · Com · 594901100 | LONG | 50,000 | $2.3 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
TANGOE INC TANGOE INC · Com · 87582Y108 | LONG | 139,106 | $1.7 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · Com · 747525103 | LONG | 25,000 | $1.7 million | 0.5% | REDUCED | — | 1Y — 5Y — |
BOYD GAMING CORP BOYD GAMING CORP · Com · 103304101 | LONG | 200,000 | $1.7 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
FINISAR CORP FINISAR CORP · Com · 31787A507 | LONG | 113,300 | $1.5 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
DEMANDWARE INC DEMANDWARE INC · Com · 24802Y105 | LONG | 57,044 | $1.4 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 50,000 | $1.2 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 69,176 | $1.0 million | 0.3% | INCREASED | — | 1Y — 5Y — |
CHURCHILL DOWNS INC CHURCHILL DOWNS INC · Com · 171484108 | LONG | 13,301 | $932,000 | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $634,000 | 0.2% | UNCHANGED | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · Com · 13123E500 | LONG | 120,947 | $553,000 | 0.2% | UNCHANGED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · Com · 315616102 | LONG | 5,000 | $445,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |