Altimeter Capital portfolio · 2014-03-31
Disclosed long book
$894.4 million
Long positions
34
Calls / puts
2 / 0
Top 5 concentration
54.5%
Longs with AI data
4 / 34
Average AI 1Y
+24.9%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The nearest prior snapshot is 2013-06-30, not the immediately preceding quarter, so the site does not bridge the gap.
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 |
|---|---|---|---|---|---|---|---|
NQ MOBILE INC NQ MOBILE INC · ADR Repstg Class A · 64118U108 | LONG | 6,277,552 | $110.5 million | 12.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,886,110 | $102.9 million | 11.5% | NOT COMPARABLE | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 2,053,621 | $91.7 million | 10.2% | NOT COMPARABLE | — | 1Y — 5Y — |
EXPEDIA INC EXPEDIA INC · Com New · 30212P303 | LONG | 1,262,291 | $91.5 million | 10.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,868,543 | $91.0 million | 10.2% | NOT COMPARABLE | — | 1Y — 5Y — |
THE PRICELINE GROUP INC THE PRICELINE GROUP INC · Com New · 741503403 | LONG | 70,981 | $84.6 million | 9.5% | NOT COMPARABLE | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 2,336,592 | $62.2 million | 7.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 664,073 | $62.0 million | 6.9% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 795,045 | $47.9 million | — | NOT COMPARABLE | — | 1Y +21.0% 5Y +124.1% · 32 models |
GROUPON INC GROUPON INC · Com Class A · 399473107 | LONG | 5,500,000 | $43.1 million | 4.8% | NOT COMPARABLE | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL-ADR CTRIP.COM INTERNATIONAL-ADR · American DEP SHS · 22943F100 | LONG | 786,258 | $39.6 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC · Com · 02376R102 | LONG | 753,148 | $27.6 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
HAWAIIAN HOLDINGS INC HAWAIIAN HOLDINGS INC · Com · 419879101 | LONG | 1,790,112 | $25.0 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
COPA HOLDINGS SA COPA HOLDINGS SA · Class A · P31076105 | LONG | 152,577 | $22.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
DELTA AIR LINES INC DELTA AIR LINES INC · Com New · 247361702 | LONG | 566,869 | $19.6 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SPIRIT AIRLINES INC SPIRIT AIRLINES INC · Com · 848577102 | LONG | 100,000 | $5.9 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
RED HAT INC RED HAT INC · Com · 756577102 | LONG | 91,952 | $4.9 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
FINISAR CORP FINISAR CORP · Com New · 31787A507 | LONG | 170,300 | $4.5 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
BOYD GAMING CORP BOYD GAMING CORP · Com · 103304101 | LONG | 200,000 | $2.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ARUBA NETWORKS INC ARUBA NETWORKS INC · Com · 043176106 | LONG | 140,199 | $2.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TANGOE INC TANGOE INC · Com · 87582Y108 | LONG | 139,106 | $2.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 140,000 | $2.5 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
NBIS Nebius Group N.V. | LONG | 73,967 | $2.2 million | 0.2% | NOT COMPARABLE | — | 1Y +38.4% 5Y +197.5% · 30 models |
QCOM Qualcomm Inc. | LONG | 25,000 | $2.0 million | 0.2% | NOT COMPARABLE | — | 1Y +18.9% 5Y +97.8% · 31 models |
AMZN Amazon.com Inc. | LONG | 5,200 | $1.7 million | 0.2% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
GLOBAL EAGLE ENTMT INC GLOBAL EAGLE ENTMT INC · Com · 37951D102 | LONG | 100,000 | $1.6 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
INFOBLOX INC INFOBLOX INC · Com · 45672H104 | LONG | 78,059 | $1.6 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 80,915 | $1.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
DEMANDWARE INC DEMANDWARE INC · Com · 24802Y105 | LONG | 20,000 | $1.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CHURCHILL DOWNS INC CHURCHILL DOWNS INC · Com · 171484108 | LONG | 13,301 | $1.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 50,000 | $1.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NEONODE INC NEONODE INC · Com New · 64051M402 | LONG | 208,632 | $1.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CONCUR TECHNOLOGIES INC CONCUR TECHNOLOGIES INC · Com · 206708109 | LONG | 11,140 | $1.1 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $870,000 | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NQ MOBILE INC NQ MOBILE INC · Call · 64118U108 | CALL | 17,710 | $10.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
GROUPON INC GROUPON INC · Call · 399473107 | CALL | 16,000 | $3.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |