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) 1,103

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 60.03%
Technology 11.42%
Transportation 25.28%
Utilities

37 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
NQ MOBILE INC ADR REPSTG CL A 34,999 -6,245 (15.14) 5,327,034
CTRIP COM INTL LTD AMERICAN DEP SHS 56,747 6,403 12.72 886,258
COPA HOLDINGS SA CL A 28,697 9,869 52.42 232,555
FACEBOOK INC CL A 58,718 New 795,045
WORKDAY INC CL A 2,920 2,920 New 34,000
ALASKA AIR GROUP INC COM 61,799 New 1,328,146
AMAZON COM INC COM 5,236 3,468 196.15 15,400
AMERICAN AIRLS GROUP INC COM 29,501 New 753,148
ARUBA NETWORKS INC COM 2,969 New 140,199
AVIS BUDGET GROUP COM 126,949 New 1,868,543
BOYD GAMING CORP COM 2,118 New 200,000
CHURCHILL DOWNS INC COM 1,250 New 13,301
CONCUR TECHNOLOGIES INC COM 13,449 12,344 1,117.59 135,640
DEMANDWARE INC COM 4,463 3,400 320.13 84,025
GIGAMON INC COM 1,449 1,449 New 135,000
GLOBAL EAGLE ENTMT INC COM -1,212 Sold Out 0
HAWAIIAN HOLDINGS INC COM 27,729 New 1,790,112
HERTZ GLOBAL HOLDINGS INC COM 85,693 15,105 21.40 2,836,592
INFOBLOX INC COM -991 Sold Out 0
MARKETO INC COM 4,989 4,989 New 173,640