← Altimeter Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2013-06-30 · Filed 2013-08-14 · Accession 0001546927-13-000155

Open official SEC source ↗
#IssuerClass / CUSIPKindSharesValue
1ALASKA AIR GROUP INCCom · 011659109LONG714,473$37.2 million
2AMAZON.COM INCCom · 023135106LONG2,000$555,000
3AVIS BUDGET GROUP INCCom · 053774105LONG1,397,966$40.2 million
4BOYD GAMING CORPCom · 103304101LONG200,000$2.3 million
5CALLIDUS SOFTWARE INCCom · 13123E500LONG120,947$797,000
6CHURCHILL DOWNS INCCom · 171484108LONG13,301$1.0 million
7CTRIP COM INTERNATIONAL LTDSponsored ADR · 22943F100LONG1,244,400$40.6 million
8DELTA AIR LINES INCCom New · 247361702LONG5,332,006$99.8 million
9DEMANDWARE INCCom · 24802Y105LONG51,200$2.2 million
10ELONG INCSponsored ADR · 290138205LONG80,915$1.1 million
11F5 NETWORKS INCCom · 315616102LONG5,000$344,000
12FACEBOOK INCCl A · 30303M102LONG1,132,445$28.2 million
13FINISAR CORPCom New · 31787A507LONG150,300$2.5 million
14GOOGLE INCCl A · 38259P508LONG1,000$880,000
15HAWAIIAN HOLDINGS INCCom · 419870100LONG131,827$805,000
16HERTZ GLOBAL HOLDINGS INCCom · 42805T105LONG736,592$18.3 million
17INTERXION HOLDING N.VSHS · N47279109LONG50,000$1.3 million
18MICROS SYS INCCom · 594901100LONG50,000$2.2 million
19NQ MOBILE INCADR Repstg Class A · 64118U108LONG456,496$3.7 million
20ORBITZ WORLDWIDE INCCom · 68557K109LONG111,000$891,000
21PRICELINE COM INCCom · 741503403LONG150,700$124.6 million
22QUALCOMM INCCom · 747525103LONG25,000$1.5 million
23REALPAGE INCCom · 75606N109LONG140,000$2.6 million
24RED HAT INCCom · 756577102LONG86,952$4.2 million
25ROYAL CARIBBEAN CRUISES LTDCom · V7780T103LONG1,886,110$62.9 million
26SPIRIT AIRLINES INCCom · 848577102LONG100,000$3.2 million
27TANGOE INCCom · 87582Y108LONG139,106$2.1 million
28UNITED CONTINENTAL HOLDINGSCom · 910047109LONG2,195,145$68.7 million
29US AIRWAYS GROUP INCCom · 90341W108LONG213,148$3.5 million
30YANDEX N VSHS Class A · N97284108LONG60,000$1.7 million