Altimeter Capital Management as of March 31, 2012
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 32 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 19.2 | $48M | 4.8M | 9.91 | |
| Royal Caribbean Cruises (RCL) | 17.0 | $43M | 1.4M | 29.43 | |
| Hldgs (UAL) | 12.1 | $30M | 1.4M | 21.50 | |
| Hertz Global Holdings | 8.7 | $22M | 1.4M | 15.04 | |
| Tripadvisor (TRIP) | 7.2 | $18M | 505k | 35.67 | |
| Avis Budget (CAR) | 5.7 | $14M | 1.0M | 14.15 | |
| US Airways | 5.5 | $14M | 1.8M | 7.59 | |
| priceline.com Incorporated | 5.2 | $13M | 18k | 717.51 | |
| Wyndham Worldwide Corporation | 2.5 | $6.2M | 133k | 46.51 | |
| MGM Resorts International. (MGM) | 2.2 | $5.4M | 400k | 13.62 | |
| Ameristar Casinos | 2.0 | $5.0M | 270k | 18.63 | |
| Penn National Gaming (PENN) | 1.8 | $4.6M | 107k | 42.98 | |
| Hyatt Hotels Corporation (H) | 1.6 | $3.9M | 90k | 42.72 | |
| Equinix | 1.3 | $3.2M | 20k | 157.44 | |
| Amazon (AMZN) | 1.2 | $3.0M | 15k | 202.53 | |
| Qualcomm (QCOM) | 0.9 | $2.4M | 35k | 68.03 | |
| Agilent Technologies Inc C ommon (A) | 0.8 | $2.0M | 45k | 44.51 | |
| OCZ Technology | 0.7 | $1.7M | 240k | 6.98 | |
| RealPage | 0.6 | $1.5M | 80k | 19.17 | |
| Atmel Corporation | 0.6 | $1.5M | 155k | 9.86 | |
| Rackspace Hosting | 0.5 | $1.3M | 22k | 57.78 | |
| Carbonite | 0.5 | $1.2M | 110k | 11.01 | |
| Netflix (NFLX) | 0.5 | $1.2M | 10k | 115.00 | |
| eLong | 0.4 | $906k | 61k | 14.80 | |
| Real Networks | 0.3 | $870k | 88k | 9.94 | |
| Callidus Software | 0.3 | $703k | 90k | 7.81 | |
| RF Micro Devices | 0.2 | $498k | 100k | 4.98 | |
| Linkedin Corp | 0.2 | $510k | 5.0k | 102.00 | |
| Orbitz Worldwide | 0.1 | $339k | 111k | 3.05 | |
| M/a (MTSI) | 0.1 | $207k | 10k | 20.70 | |
| Marchex (MCHX) | 0.1 | $117k | 26k | 4.47 | |
| Universal Travel | 0.0 | $75k | 31k | 2.42 |
