ALTIMETER CAPITAL MANAGEMENT, LP Information

ONE INTERNATIONAL PLACE, BOSTON, Massachusetts, 02110, (617) 310-6142

Report Date: 03/31/2015

Position Statistics

Total Positions 30
New Positions 3
Increased Positions 10
Decreased Positions 9
Positions with Activity 19
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,340

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 54.17%
Technology 8.29%
Transportation 27.67%
Utilities

30 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXPEDIA INC DEL COM NEW 250,037 40,373 19.26 2,254,003
UNITED CONTL HLDGS INC COM 240,586 -17,867 (6.91) 4,480,179
ROYAL CARIBBEAN CRUISES LTD COM 96,177 -49,940 (34.18) 1,241,469
AVIS BUDGET GROUP COM 94,435 -4,635 (4.68) 1,781,127
PRICELINE GRP INC COM NEW 85,018 -5,234 (5.8) 70,981
ALASKA AIR GROUP INC COM 84,204 New 1,328,146
CTRIP COM INTL LTD AMERICAN DEP SHS 72,243 New 886,258
FACEBOOK INC CL A 64,041 New 795,045
AMERICAN AIRLS GROUP INC COM 57,149 14,733 34.74 1,352,961
QUNAR CAYMAN IS LTD SPNS ADR CL B 48,840 New 1,024,326
TRIPADVISOR INC COM 47,100 -47,100 (50) 600,000
DELTA AIR LINES INC DEL COM NEW 39,907 -1,069 (2.61) 938,327
HERTZ GLOBAL HOLDINGS INC COM 32,951 New 1,615,235
DEMANDWARE INC COM 30,384 7,118 30.59 480,000
ZILLOW GROUP INC CL A 24,522 4,577 22.95 260,900
HUBSPOT INC COM 18,407 New 347,902
ELONG INC SPONSORED ADR 11,245 4,916 77.67 532,922
AMAZON COM INC COM 8,628 New 20,000
WORKDAY INC CL A 7,380 3,690 100 90,000
RED HAT INC COM 7,209 New 91,852