Altimeter Capital Management

Altimeter Capital Management as of Sept. 30, 2012

Portfolio Holdings for Altimeter Capital Management

Altimeter Capital Management holds 24 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Delta Air Lines (DAL) 20.8 $48M 5.2M 9.16
Royal Caribbean Cruises (RCL) 19.0 $44M 1.4M 30.21
Hldgs (UAL) 12.0 $27M 1.4M 19.50
Avis Budget (CAR) 9.2 $21M 1.4M 15.38
US Airways 8.2 $19M 1.8M 10.46
priceline.com Incorporated 6.1 $14M 23k 618.71
Hertz Global Holdings 4.5 $10M 752k 13.73
Wyndham Worldwide Corporation 3.0 $7.0M 133k 52.48
Ctrip.com International 2.8 $6.3M 376k 16.88
Ameristar Casinos 2.3 $5.3M 300k 17.80
Netflix (NFLX) 2.1 $4.9M 90k 54.44
Penn National Gaming (PENN) 2.0 $4.6M 107k 43.10
Amazon (AMZN) 1.7 $3.8M 15k 254.33
Qualcomm (QCOM) 1.1 $2.5M 40k 62.50
RealPage 1.0 $2.3M 100k 22.60
Equinix 0.9 $2.1M 10k 206.02
Liquidity Services (LQDT) 0.8 $1.8M 35k 50.20
Brightcove (BCOV) 0.6 $1.4M 120k 11.68
Interxion Holding 0.5 $1.1M 50k 22.72
eLong 0.5 $1.1M 61k 17.70
Synchronoss Technologies 0.4 $947k 41k 22.91
Callidus Software 0.3 $596k 121k 4.93
Orbitz Worldwide 0.1 $283k 111k 2.55
Kayak Software Corp cl a 0.1 $106k 3.0k 35.33