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) 1,091

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 59.5%
Technology 11.86%
Transportation 25.45%
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 31,856 -5,684 (15.14) 5,327,034
CTRIP COM INTL LTD AMERICAN DEP SHS 53,734 6,063 12.72 886,258
COPA HOLDINGS SA CL A 27,018 9,292 52.42 232,555
FACEBOOK INC CL A 61,942 New 795,045
WORKDAY INC CL A 3,028 3,028 New 34,000
ALASKA AIR GROUP INC COM 61,387 New 1,328,146
AMAZON COM INC COM 5,102 3,379 196.15 15,400
AMERICAN AIRLS GROUP INC COM 27,588 New 753,148
ARUBA NETWORKS INC COM 3,218 New 140,199
AVIS BUDGET GROUP COM 118,372 New 1,868,543
BOYD GAMING CORP COM 2,164 New 200,000
CHURCHILL DOWNS INC COM 1,288 New 13,301
CONCUR TECHNOLOGIES INC COM 17,202 15,789 1,117.59 135,640
DEMANDWARE INC COM 4,638 3,534 320.13 84,025
GIGAMON INC COM 1,494 1,494 New 135,000
GLOBAL EAGLE ENTMT INC COM -1,262 Sold Out 0
HAWAIIAN HOLDINGS INC COM 26,762 New 1,790,112
HERTZ GLOBAL HOLDINGS INC COM 79,141 13,950 21.40 2,836,592
INFOBLOX INC COM -1,076 Sold Out 0
MARKETO INC COM 5,659 5,659 New 173,640