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) 1,384

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 52.93%
Technology 9.22%
Transportation 28.96%
Utilities

19 Activity 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 273,726 44,199 19.26 2,254,003
UNITED CONTL HLDGS INC COM 252,637 -18,762 (6.91) 4,480,179
ROYAL CARIBBEAN CRUISES LTD COM 111,546 -57,921 (34.18) 1,241,469
PRICELINE GRP INC COM NEW 88,270 -5,434 (5.8) 70,981
AVIS BUDGET GROUP COM 77,354 -3,796 (4.68) 1,781,127
AMERICAN AIRLS GROUP INC COM 54,254 13,987 34.74 1,352,961
TRIPADVISOR INC COM 47,628 -47,628 (50) 600,000
DELTA AIR LINES INC DEL COM NEW 41,605 -1,114 (2.61) 938,327
DEMANDWARE INC COM 36,269 8,497 30.59 480,000
ZILLOW GROUP INC CL A 21,263 3,969 22.95 260,900
ELONG INC SPONSORED ADR 7,727 3,378 77.67 532,922
WORKDAY INC CL A 7,590 3,795 100 90,000
ZENDESK INC COM 3,610 3,610 New 175,000
FIVE9 INC COM 2,826 1,463 107.31 600,000
NQ MOBILE INC ADR REPSTG CL A 1,818 -539 (22.87) 509,176
CHEGG INC COM 842 842 New 101,369
UNITED RENTALS INC COM 469 469 New 7,000
BOYD GAMING CORP COM -3,418 Sold Out 0
HAWAIIAN HOLDINGS INC COM -40,916 Sold Out 0