ALTIMETER CAPITAL MANAGEMENT, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 29
New Positions 4
Increased Positions 12
Decreased Positions 6
Positions with Activity 18
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,425

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 52.7%
Technology 6.94%
Transportation 33.95%
Utilities

29 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
COPA HOLDINGS SA CL A -24,900 Sold Out 0
GROUPON INC COM CL A -28,734 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM 37,263 -66,819 (64.2) 1,615,235
PRICELINE GRP INC COM NEW 93,245 -8,698 (8.53) 75,351
NQ MOBILE INC ADR REPSTG CL A 2,687 -163 (5.72) 660,183
RED HAT INC COM 6,349 -7 (0.11) 91,852
ALASKA AIR GROUP INC COM 84,536 New 1,328,146
AMAZON COM INC COM 7,603 New 20,000
AVIS BUDGET GROUP COM 113,271 New 1,868,543
BOYD GAMING CORP COM 2,762 New 200,000
CHURCHILL DOWNS INC COM 1,461 New 13,301
CTRIP COM INTL LTD AMERICAN DEP SHS 40,210 New 886,258
DELTA AIR LINES INC DEL COM NEW 42,893 New 963,455
FACEBOOK INC CL A 62,785 New 795,045
FIVE9 INC COM 1,129 1,129 New 289,429
HUBSPOT INC COM 14,295 14,295 New 347,902
ORBITZ WORLDWIDE INC COM 1,285 New 111,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 27,851 27,851 New 1,024,326
ROYAL CARIBBEAN CRUISES LTD COM 144,137 New 1,886,110
SPIRIT AIRLS INC COM 7,778 New 100,000