ALTIMETER CAPITAL MANAGEMENT, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 37
New Positions 3
Increased Positions 14
Decreased Positions 7
Positions with Activity 21
Sold Out Positions 6
Total Mkt Value (in $ millions) 971

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 56.35%
Technology 14.42%
Transportation 25.94%
Utilities

14 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITED CONTL HLDGS INC COM 113,920 22,164 24.16 2,549,680
EXPEDIA INC DEL COM NEW 107,414 13,285 14.11 1,440,447
PRICELINE GRP INC COM NEW 80,806 4,340 5.68 75,010
HERTZ GLOBAL HOLDINGS INC COM 57,242 10,090 21.40 2,836,592
CTRIP COM INTL LTD AMERICAN DEP SHS 48,274 5,447 12.72 886,258
GROUPON INC COM CL A 38,281 4,594 13.64 6,250,000
DELTA AIR LINES INC DEL COM NEW 26,255 6,761 34.68 763,455
COPA HOLDINGS SA CL A 22,783 7,835 52.42 232,555
CONCUR TECHNOLOGIES INC COM 17,298 15,877 1,117.59 135,640
MARKETO INC COM 5,284 5,284 New 173,640
DEMANDWARE INC COM 4,705 3,585 320.13 84,025
AMAZON COM INC COM 4,676 3,097 196.15 15,400
WORKDAY INC CL A 2,821 2,821 New 34,000
GIGAMON INC COM 1,500 1,500 New 135,000