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
ALASKA AIR GROUP INC COM 100,607 New 1,328,146
AMAZON COM INC COM 10,723 New 20,000
AMERICAN AIRLS GROUP INC COM 54,254 13,987 34.74 1,352,961
AVIS BUDGET GROUP COM 77,354 -3,796 (4.68) 1,781,127
BOYD GAMING CORP COM -3,418 Sold Out 0
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
DELTA AIR LINES INC DEL COM NEW 41,605 -1,114 (2.61) 938,327
DEMANDWARE INC COM 36,269 8,497 30.59 480,000
ELONG INC SPONSORED ADR 7,727 3,378 77.67 532,922
EXPEDIA INC DEL COM NEW 273,726 44,199 19.26 2,254,003
FACEBOOK INC CL A 74,742 New 795,045
FIVE9 INC COM 2,826 1,463 107.31 600,000
HAWAIIAN HOLDINGS INC COM -40,916 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM 27,443 New 1,615,235
HUBSPOT INC COM 18,769 New 347,902
NQ MOBILE INC ADR REPSTG CL A 1,818 -539 (22.87) 509,176
ORBITZ WORLDWIDE INC COM 1,252 New 111,000
PRICELINE GRP INC COM NEW 88,270 -5,434 (5.8) 70,981