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

30 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BOYD GAMING CORP COM -3,418 Sold Out 0
HAWAIIAN HOLDINGS INC COM -40,916 Sold Out 0
TRIPADVISOR INC COM 47,628 -47,628 (50) 600,000
ROYAL CARIBBEAN CRUISES LTD COM 111,546 -57,921 (34.18) 1,241,469
NQ MOBILE INC ADR REPSTG CL A 1,818 -539 (22.87) 509,176
UNITED CONTL HLDGS INC COM 252,637 -18,762 (6.91) 4,480,179
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
DELTA AIR LINES INC DEL COM NEW 41,605 -1,114 (2.61) 938,327
ALASKA AIR GROUP INC COM 100,607 New 1,328,146
AMAZON COM INC COM 10,723 New 20,000
CHEGG INC COM 842 842 New 101,369
CHURCHILL DOWNS INC COM 1,796 New 13,301
CTRIP COM INTL LTD AMERICAN DEP SHS 63,438 New 886,258
FACEBOOK INC CL A 74,742 New 795,045
HERTZ GLOBAL HOLDINGS INC COM 27,443 New 1,615,235
HUBSPOT INC COM 18,769 New 347,902
ORBITZ WORLDWIDE INC COM 1,252 New 111,000
QUNAR CAYMAN IS LTD SPNS ADR CL B 42,776 New 1,024,326
RED HAT INC COM 7,264 New 91,852


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