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
0 / 34
Average AI 1Y
—
| 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% | NEWLY REPORTED | — | 1Y — 5Y — |
ROYAL CARIBBEAN CRUISES LTD ROYAL CARIBBEAN CRUISES LTD · Com · V7780T103 | LONG | 1,886,110 | $102.9 million | 11.5% | INCREASED | — | 1Y — 5Y — |
UNITED CONTINENTAL HOLDINGS UNITED CONTINENTAL HOLDINGS · Com · 910047109 | LONG | 2,053,621 | $91.7 million | 10.2% | INCREASED | — | 1Y — 5Y — |
EXPEDIA INC EXPEDIA INC · Com New · 30212P303 | LONG | 1,262,291 | $91.5 million | 10.2% | NEWLY REPORTED | — | 1Y — 5Y — |
AVIS BUDGET GROUP INC AVIS BUDGET GROUP INC · Com · 053774105 | LONG | 1,868,543 | $91.0 million | 10.2% | INCREASED | — | 1Y — 5Y — |
THE PRICELINE GROUP INC THE PRICELINE GROUP INC · Com New · 741503403 | LONG | 70,981 | $84.6 million | 9.5% | NEWLY REPORTED | — | 1Y — 5Y — |
HERTZ GLOBAL HOLDINGS INC HERTZ GLOBAL HOLDINGS INC · Com · 42805T105 | LONG | 2,336,592 | $62.2 million | 7.0% | INCREASED | — | 1Y — 5Y — |
ALASKA AIR GROUP INC ALASKA AIR GROUP INC · Com · 011659109 | LONG | 664,073 | $62.0 million | 6.9% | NEWLY REPORTED | — | 1Y — 5Y — |
FACEBOOK INC FACEBOOK INC · Class A · 30303M102 | LONG | 795,045 | $47.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GROUPON INC GROUPON INC · Com Class A · 399473107 | LONG | 5,500,000 | $43.1 million | 4.8% | NEWLY REPORTED | — | 1Y — 5Y — |
CTRIP.COM INTERNATIONAL-ADR CTRIP.COM INTERNATIONAL-ADR · American DEP SHS · 22943F100 | LONG | 786,258 | $39.6 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC · Com · 02376R102 | LONG | 753,148 | $27.6 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HAWAIIAN HOLDINGS INC HAWAIIAN HOLDINGS INC · Com · 419879101 | LONG | 1,790,112 | $25.0 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
COPA HOLDINGS SA COPA HOLDINGS SA · Class A · P31076105 | LONG | 152,577 | $22.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
DELTA AIR LINES INC DELTA AIR LINES INC · Com New · 247361702 | LONG | 566,869 | $19.6 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SPIRIT AIRLINES INC SPIRIT AIRLINES INC · Com · 848577102 | LONG | 100,000 | $5.9 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
RED HAT INC RED HAT INC · Com · 756577102 | LONG | 91,952 | $4.9 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
FINISAR CORP FINISAR CORP · Com New · 31787A507 | LONG | 170,300 | $4.5 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BOYD GAMING CORP BOYD GAMING CORP · Com · 103304101 | LONG | 200,000 | $2.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ARUBA NETWORKS INC ARUBA NETWORKS INC · Com · 043176106 | LONG | 140,199 | $2.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TANGOE INC TANGOE INC · Com · 87582Y108 | LONG | 139,106 | $2.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
REALPAGE INC REALPAGE INC · Com · 75606N109 | LONG | 140,000 | $2.5 million | 0.3% | INCREASED | — | 1Y — 5Y — |
YANDEX N V YANDEX N V · SHS Class A · N97284108 | LONG | 73,967 | $2.2 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
QUALCOMM INC QUALCOMM INC · Com · 747525103 | LONG | 25,000 | $2.0 million | 0.2% | REDUCED | — | 1Y — 5Y — |
AMAZON.COM INC AMAZON.COM INC · Com · 023135106 | LONG | 5,200 | $1.7 million | 0.2% | REDUCED | — | 1Y — 5Y — |
GLOBAL EAGLE ENTMT INC GLOBAL EAGLE ENTMT INC · Com · 37951D102 | LONG | 100,000 | $1.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
INFOBLOX INC INFOBLOX INC · Com · 45672H104 | LONG | 78,059 | $1.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ELONG INC ELONG INC · Sponsored ADR · 290138205 | LONG | 80,915 | $1.3 million | 0.1% | INCREASED | — | 1Y — 5Y — |
DEMANDWARE INC DEMANDWARE INC · Com · 24802Y105 | LONG | 20,000 | $1.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CHURCHILL DOWNS INC CHURCHILL DOWNS INC · Com · 171484108 | LONG | 13,301 | $1.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
INTERXION HOLDING N.V INTERXION HOLDING N.V · SHS · N47279109 | LONG | 50,000 | $1.2 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
NEONODE INC NEONODE INC · Com New · 64051M402 | LONG | 208,632 | $1.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CONCUR TECHNOLOGIES INC CONCUR TECHNOLOGIES INC · Com · 206708109 | LONG | 11,140 | $1.1 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ORBITZ WORLDWIDE INC ORBITZ WORLDWIDE INC · Com · 68557K109 | LONG | 111,000 | $870,000 | 0.1% | UNCHANGED | — | 1Y — 5Y — |
NQ MOBILE INC NQ MOBILE INC · Call · 64118U108 | CALL | 17,710 | $10.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GROUPON INC GROUPON INC · Call · 399473107 | CALL | 16,000 | $3.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |