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
2 / 25
Average AI 1Y
+19.9%
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 New · 247361702 | LONG | 5,332,006 | $88.0 million | 25.9% | NOT COMPARABLE | — | 1Y — 5Y — |
PRICELINE COM INC PRICELINE COM INC · Com · 741503403 | LONG | 86,000 | $59.2 million | 17.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,500,000 | $49.8 million | 14.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,397,966 | $38.9 million | 11.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CTRIP COM INTERNATIONAL LTD CTRIP COM INTERNATIONAL LTD · Sponsored ADR · 22943F100 | LONG | 1,072,700 | $22.9 million | 6.7% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 514,502 | $16.5 million | 4.8% | NOT COMPARABLE | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 736,592 | $16.4 million | 4.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 197,054 | $12.6 million | 3.7% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 337,400 | $8.6 million | 2.5% | NOT COMPARABLE | — | 1Y +21.0% 5Y +124.1% · 32 models |
US AIRWAYS GROUP INC US AIRWAYS GROUP INC · Com · 90341W108 | LONG | 213,148 | $3.6 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
RED HAT INC RED HAT INC · Com · 756577102 | LONG | 60,000 | $3.0 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 140,000 | $2.9 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
SPIRIT AIRLINES INC SPIRIT AIRLINES INC · Com · 848577102 | LONG | 100,000 | $2.5 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
MICROS SYS INC MICROS SYS INC · Com · 594901100 | LONG | 50,000 | $2.3 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
TANGOE INC TANGOE INC · Com · 87582Y108 | LONG | 139,106 | $1.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
QCOM Qualcomm Inc. | LONG | 25,000 | $1.7 million | 0.5% | NOT COMPARABLE | — | 1Y +18.9% 5Y +97.8% · 31 models |
BOYD GAMING CORP BOYD GAMING CORP · Com · 103304101 | LONG | 200,000 | $1.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
FINISAR CORP FINISAR CORP · Com · 31787A507 | LONG | 113,300 | $1.5 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
DEMANDWARE INC DEMANDWARE INC · Com · 24802Y105 | LONG | 57,044 | $1.4 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 50,000 | $1.2 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 69,176 | $1.0 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CHURCHILL DOWNS INC CHURCHILL DOWNS INC · Com · 171484108 | LONG | 13,301 | $932,000 | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $634,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · Com · 13123E500 | LONG | 120,947 | $553,000 | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · Com · 315616102 | LONG | 5,000 | $445,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |