← Altimeter Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2014-09-30 · Filed 2014-11-14 · Accession 0001546927-14-000194

Open official SEC source ↗
#IssuerClass / CUSIPKindSharesValue
1ALASKA AIR GROUP INCCom · 011659109LONG1,328,146$57.8 million
2AMAZON.COM INCCom · 023135106LONG20,000$6.4 million
3AMERICAN AIRLINES GROUP INCCom · 02376R102LONG753,148$26.7 million
4AVIS BUDGET GROUP INCCom · 053774105LONG1,868,543$102.6 million
5BOYD GAMING CORPCom · 103304101LONG200,000$2.0 million
6CHURCHILL DOWNS INCCom · 171484108LONG13,301$1.3 million
7CONCUR TECHNOLOGIES INCCom · 206708109LONG135,640$17.2 million
8COPA HOLDINGS SAClass A · P31076105LONG218,654$23.5 million
9CTRIP.COM INTERNATIONAL-ADRAmerican DEP SHS · 22943F100LONG886,258$50.3 million
10DELTA AIR LINES INCCom New · 247361702LONG963,455$34.8 million
11DEMANDWARE INCCom · 24802Y105LONG290,000$14.8 million
12ELONG INCSponsored ADR · 290138205LONG80,915$1.7 million
13EXPEDIA INCCom New · 30212P303LONG1,440,447$126.2 million
14FACEBOOK INCCl A · 30303M102LONG795,045$62.8 million
15GROUPON INCCall · 399473107CALL16,000$1.0 million
16GROUPON INCCom Cl A · 399473107LONG3,512,748$23.5 million
17HAWAIIAN HOLDINGS INCCom · 419879101LONG1,790,112$24.1 million
18HERTZ GLOBAL HOLDINGS INCCom · 42805T105LONG4,511,592$114.5 million
19NQ MOBILE INCCall · 64118U108CALL55$3,000
20NQ MOBILE INCADR Repstg Cl A · 64118U108LONG700,263$4.9 million
21ORBITZ WORLDWIDE INCCom · 68557K109LONG111,000$874,000
22RED HAT INCCom · 756577102LONG91,952$5.2 million
23ROYAL CARIBBEAN CRUISES LTDCom · V7780T103LONG1,886,110$126.9 million
24SPIRIT AIRLINES INCCom · 848577102LONG100,000$6.9 million
25THE PRICELINE GROUP INCCom New · 741503403LONG82,380$95.4 million
26TRIPADVISOR IncCom · 896945201LONG107,306$9.8 million
27UNITED CONTINENTAL HOLDINGSCom · 910047109LONG2,866,645$134.1 million
28ZILLOW INCCl A · 98954A107LONG81,361$9.4 million