← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2012-03-31 · Filed 2012-05-15 · Accession 0001546927-12-000024
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | AGILENT TECHNOLOGIES INC | Com · 00846U101 | LONG | 45,000 | $2.0 million |
| 2 | AMAZON.COM INC | Com · 023135106 | LONG | 15,000 | $3.0 million |
| 3 | AMERISTAR CASINOS INC | Com · 03070Q101 | LONG | 270,000 | $5.0 million |
| 4 | ATMEL CORP | Com · 049513104 | LONG | 155,000 | $1.5 million |
| 5 | AVIS BUDGET GROUP INC | Com · 053774105 | LONG | 1,000,000 | $14.2 million |
| 6 | CALLIDUS SOFTWARE INC | Com · 13123E500 | LONG | 90,000 | $703,000 |
| 7 | CARBONITE INC | Com · 141337105 | LONG | 110,000 | $1.2 million |
| 8 | DELTA AIR LINES INC | Com · 247361702 | LONG | 4,841,350 | $48.0 million |
| 9 | ELONG INC | ADR · 290138205 | LONG | 61,226 | $906,000 |
| 10 | EQUINIX INC | Com · 29444U502 | LONG | 20,300 | $3.2 million |
| 11 | HERTZ GLOBAL HOLDINGS INC | Com · 42805T105 | LONG | 1,437,411 | $21.6 million |
| 12 | HYATT HOTELS CORP | Class A · 448579102 | LONG | 90,357 | $3.9 million |
| 13 | LINKEDIN CORP | Class A · 53578A108 | LONG | 5,000 | $510,000 |
| 14 | MA COM TECHNOLOGY SOLUTIONS | Com · 55405Y100 | LONG | 10,000 | $207,000 |
| 15 | MARCHEX INC | Class B · 56624R108 | LONG | 26,196 | $117,000 |
| 16 | MGM RESORTS INTERNATIONAL | Com · 552953101 | LONG | 400,000 | $5.4 million |
| 17 | NETFLIX INC | Com · 64110L106 | LONG | 10,000 | $1.1 million |
| 18 | OCZ TECHNOLOGY GROUP INC | Com · 67086E303 | LONG | 240,000 | $1.7 million |
| 19 | ORBITZ WORLDWIDE INC | Com · 68557K109 | LONG | 111,000 | $339,000 |
| 20 | PENN NATIONAL GAMING INC | Com · 707569109 | LONG | 106,920 | $4.6 million |
| 21 | PRICELINE COM INC | Com · 741503403 | LONG | 18,100 | $13.0 million |
| 22 | QUALCOMM INC | Com · 747525103 | LONG | 35,000 | $2.4 million |
| 23 | RACKSPACE HOSTING INC | Com · 750086100 | LONG | 22,257 | $1.3 million |
| 24 | REALNETWORKS INC | Com · 75605L708 | LONG | 87,525 | $870,000 |
| 25 | REALPAGE INC | Com · 75606N109 | LONG | 80,300 | $1.5 million |
| 26 | RF MICRO DEVICES INC | Com · 749941100 | LONG | 100,000 | $498,000 |
| 27 | ROYAL CARIBBEAN CRUISES LTD | Com · V7780T103 | LONG | 1,443,700 | $42.5 million |
| 28 | TRIPADVISOR Inc | Com · 896945201 | LONG | 504,889 | $18.0 million |
| 29 | UNITED CONTINENTAL HOLDINGS | Com · 910047109 | LONG | 1,406,553 | $30.2 million |
| 30 | UNIVERSAL TRAVEL GROUP | Com · 91388Q202 | LONG | 31,000 | $75,000 |
| 31 | US AIRWAYS GROUP INC | Com · 90341W108 | LONG | 1,800,128 | $13.7 million |
| 32 | WYNDHAM WORLDWIDE CORP | Com · 98310W108 | LONG | 133,000 | $6.2 million |