← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2013-03-31 · Filed 2013-05-15 · Accession 0001546927-13-000089
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALASKA AIR GROUP INC | Com · 011659109 | LONG | 197,054 | $12.6 million |
| 2 | AVIS BUDGET GROUP INC | Com · 053774105 | LONG | 1,397,966 | $38.9 million |
| 3 | BOYD GAMING CORP | Com · 103304101 | LONG | 200,000 | $1.7 million |
| 4 | CALLIDUS SOFTWARE INC | Com · 13123E500 | LONG | 120,947 | $553,000 |
| 5 | CHURCHILL DOWNS INC | Com · 171484108 | LONG | 13,301 | $932,000 |
| 6 | CTRIP COM INTERNATIONAL LTD | Sponsored ADR · 22943F100 | LONG | 1,072,700 | $22.9 million |
| 7 | DELTA AIR LINES INC | Com New · 247361702 | LONG | 5,332,006 | $88.0 million |
| 8 | DEMANDWARE INC | Com · 24802Y105 | LONG | 57,044 | $1.4 million |
| 9 | ELONG INC | Sponsored ADR · 290138205 | LONG | 69,176 | $1.0 million |
| 10 | F5 NETWORKS INC | Com · 315616102 | LONG | 5,000 | $445,000 |
| 11 | FACEBOOK INC | Cl A · 30303M102 | LONG | 337,400 | $8.6 million |
| 12 | FINISAR CORP | Com · 31787A507 | LONG | 113,300 | $1.5 million |
| 13 | HERTZ GLOBAL HOLDINGS INC | Com · 42805T105 | LONG | 736,592 | $16.4 million |
| 14 | INTERXION HOLDING N.V | SHS · N47279109 | LONG | 50,000 | $1.2 million |
| 15 | MICROS SYS INC | Com · 594901100 | LONG | 50,000 | $2.3 million |
| 16 | ORBITZ WORLDWIDE INC | Com · 68557K109 | LONG | 111,000 | $634,000 |
| 17 | PRICELINE COM INC | Com · 741503403 | LONG | 86,000 | $59.2 million |
| 18 | QUALCOMM INC | Com · 747525103 | LONG | 25,000 | $1.7 million |
| 19 | REALPAGE INC | Com · 75606N109 | LONG | 140,000 | $2.9 million |
| 20 | RED HAT INC | Com · 756577102 | LONG | 60,000 | $3.0 million |
| 21 | ROYAL CARIBBEAN CRUISES LTD | Com · V7780T103 | LONG | 1,500,000 | $49.8 million |
| 22 | SPIRIT AIRLINES INC | Com · 848577102 | LONG | 100,000 | $2.5 million |
| 23 | TANGOE INC | Com · 87582Y108 | LONG | 139,106 | $1.7 million |
| 24 | UNITED CONTINENTAL HOLDINGS | Com · 910047109 | LONG | 514,502 | $16.5 million |
| 25 | US AIRWAYS GROUP INC | Com · 90341W108 | LONG | 213,148 | $3.6 million |