Altimeter Capital portfolio · 2013-06-30
Disclosed long book
$559.6 million
Long positions
30
Calls / puts
0 / 0
Top 5 concentration
70.9%
Longs with AI data
0 / 30
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
PRICELINE COM INC PRICELINE COM INC · Com · 741503403 | LONG | 150,700 | $124.6 million | 22.3% | INCREASED | — | 1Y — 5Y — |
DELTA AIR LINES INC DELTA AIR LINES INC · Com New · 247361702 | LONG | 5,332,006 | $99.8 million | 17.8% | NEWLY REPORTED | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 2,195,145 | $68.7 million | 12.3% | INCREASED | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,886,110 | $62.9 million | 11.2% | INCREASED | — | 1Y — 5Y — |
CTRIP COM INTERNATIONAL LTD CTRIP COM INTERNATIONAL LTD · Sponsored ADR · 22943F100 | LONG | 1,244,400 | $40.6 million | 7.3% | INCREASED | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,397,966 | $40.2 million | 7.2% | INCREASED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 714,473 | $37.2 million | 6.6% | NEWLY REPORTED | — | 1Y — 5Y — |
FACEBOOK INC FACEBOOK INC · Cl A · 30303M102 | LONG | 1,132,445 | $28.2 million | 5.0% | NEWLY REPORTED | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 736,592 | $18.3 million | 3.3% | REDUCED | — | 1Y — 5Y — |
RED HAT INC RED HAT INC · Com · 756577102 | LONG | 86,952 | $4.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
NQ MOBILE INC NQ MOBILE INC · ADR Repstg Class A · 64118U108 | LONG | 456,496 | $3.7 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
US AIRWAYS GROUP INC US AIRWAYS GROUP INC · Com · 90341W108 | LONG | 213,148 | $3.5 million | 0.6% | REDUCED | — | 1Y — 5Y — |
SPIRIT AIRLINES INC SPIRIT AIRLINES INC · Com · 848577102 | LONG | 100,000 | $3.2 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 140,000 | $2.6 million | 0.5% | INCREASED | — | 1Y — 5Y — |
FINISAR CORP FINISAR CORP · Com New · 31787A507 | LONG | 150,300 | $2.5 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BOYD GAMING CORP BOYD GAMING CORP · Com · 103304101 | LONG | 200,000 | $2.3 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
DEMANDWARE INC DEMANDWARE INC · Com · 24802Y105 | LONG | 51,200 | $2.2 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
MICROS SYS INC MICROS SYS INC · Com · 594901100 | LONG | 50,000 | $2.2 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
TANGOE INC TANGOE INC · Com · 87582Y108 | LONG | 139,106 | $2.1 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
YANDEX N V YANDEX N V · SHS Class A · N97284108 | LONG | 60,000 | $1.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · Com · 747525103 | LONG | 25,000 | $1.5 million | 0.3% | REDUCED | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 50,000 | $1.3 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 80,915 | $1.1 million | 0.2% | INCREASED | — | 1Y — 5Y — |
CHURCHILL DOWNS INC CHURCHILL DOWNS INC · Com · 171484108 | LONG | 13,301 | $1.0 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $891,000 | 0.2% | UNCHANGED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · Cl A · 38259P508 | LONG | 1,000 | $880,000 | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
HAWAIIAN HOLDINGS INC HAWAIIAN HOLDINGS INC · Com · 419870100 | LONG | 131,827 | $805,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CALLIDUS SOFTWARE INC CALLIDUS SOFTWARE INC · Com · 13123E500 | LONG | 120,947 | $797,000 | 0.1% | UNCHANGED | — | 1Y — 5Y — |
AMAZON.COM INC AMAZON.COM INC · Com · 023135106 | LONG | 2,000 | $555,000 | 0.1% | REDUCED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · Com · 315616102 | LONG | 5,000 | $344,000 | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |