Altimeter Capital Management as of March 31, 2013
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 25 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Delta Air Lines (DAL) | 25.9 | $88M | 5.3M | 16.51 | |
priceline.com Incorporated | 17.4 | $59M | 86k | 687.93 | |
Royal Caribbean Cruises (RCL) | 14.7 | $50M | 1.5M | 33.22 | |
Avis Budget (CAR) | 11.4 | $39M | 1.4M | 27.83 | |
Ctrip.com International | 6.7 | $23M | 1.1M | 21.38 | |
Hldgs (UAL) | 4.8 | $17M | 515k | 32.01 | |
Hertz Global Holdings | 4.8 | $16M | 737k | 22.26 | |
Alaska Air (ALK) | 3.7 | $13M | 197k | 63.96 | |
Facebook Inc cl a (META) | 2.5 | $8.6M | 337k | 25.58 | |
US Airways | 1.1 | $3.6M | 213k | 16.97 | |
Red Hat | 0.9 | $3.0M | 60k | 50.57 | |
RealPage | 0.8 | $2.9M | 140k | 20.71 | |
Spirit Airlines (SAVE) | 0.8 | $2.5M | 100k | 25.36 | |
MICROS Systems | 0.7 | $2.3M | 50k | 45.52 | |
Tangoe | 0.5 | $1.7M | 139k | 12.39 | |
Boyd Gaming Corporation (BYD) | 0.5 | $1.7M | 200k | 8.27 | |
Qualcomm (QCOM) | 0.5 | $1.7M | 25k | 66.96 | |
Finisar Corporation | 0.4 | $1.5M | 113k | 13.19 | |
Demandware | 0.4 | $1.4M | 57k | 25.35 | |
Interxion Holding | 0.4 | $1.2M | 50k | 24.22 | |
eLong | 0.3 | $1.0M | 69k | 15.08 | |
Churchill Downs (CHDN) | 0.3 | $932k | 13k | 70.07 | |
Orbitz Worldwide | 0.2 | $634k | 111k | 5.71 | |
Callidus Software | 0.2 | $553k | 121k | 4.57 | |
F5 Networks (FFIV) | 0.1 | $445k | 5.0k | 89.00 |