Altimeter Capital Management as of March 31, 2014
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 34 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Netqin Mobile | 11.5 | $111M | 6.3M | 17.61 | |
Royal Caribbean Cruises (RCL) | 10.7 | $103M | 1.9M | 54.56 | |
Hldgs (UAL) | 9.5 | $92M | 2.1M | 44.63 | |
Expedia (EXPE) | 9.5 | $92M | 1.3M | 72.50 | |
Avis Budget (CAR) | 9.4 | $91M | 1.9M | 48.70 | |
priceline.com Incorporated | 8.8 | $85M | 71k | 1191.90 | |
Hertz Global Holdings | 6.5 | $62M | 2.3M | 26.64 | |
Alaska Air (ALK) | 6.4 | $62M | 664k | 93.31 | |
Facebook Inc cl a (META) | 5.0 | $48M | 795k | 60.24 | |
Groupon | 4.5 | $43M | 5.5M | 7.84 | |
Ctrip.com International | 4.1 | $40M | 786k | 50.42 | |
American Airls (AAL) | 2.9 | $28M | 753k | 36.60 | |
Hawaiian Holdings | 2.6 | $25M | 1.8M | 13.96 | |
Copa Holdings Sa-class A (CPA) | 2.3 | $22M | 153k | 145.19 | |
Delta Air Lines (DAL) | 2.0 | $20M | 567k | 34.65 | |
Spirit Airlines (SAVE) | 0.6 | $5.9M | 100k | 59.40 | |
Red Hat | 0.5 | $4.9M | 92k | 52.98 | |
Finisar Corporation | 0.5 | $4.5M | 170k | 26.51 | |
Boyd Gaming Corporation (BYD) | 0.3 | $2.6M | 200k | 13.20 | |
Aruba Networks | 0.3 | $2.6M | 140k | 18.75 | |
Tangoe | 0.3 | $2.6M | 139k | 18.59 | |
RealPage | 0.3 | $2.5M | 140k | 18.16 | |
Yandex Nv-a (YNDX) | 0.2 | $2.2M | 74k | 30.19 | |
Qualcomm (QCOM) | 0.2 | $2.0M | 25k | 78.88 | |
Amazon (AMZN) | 0.2 | $1.7M | 5.2k | 336.35 | |
Global Eagle Acquisition Cor | 0.2 | $1.6M | 100k | 15.78 | |
Infoblox | 0.2 | $1.6M | 78k | 20.06 | |
eLong | 0.1 | $1.3M | 81k | 16.39 | |
Churchill Downs (CHDN) | 0.1 | $1.2M | 13k | 91.27 | |
Demandware | 0.1 | $1.3M | 20k | 64.05 | |
Interxion Holding | 0.1 | $1.2M | 50k | 23.98 | |
Neonode | 0.1 | $1.2M | 209k | 5.69 | |
Concur Technologies | 0.1 | $1.1M | 11k | 99.10 | |
Orbitz Worldwide | 0.1 | $870k | 111k | 7.84 |