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) 971

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 56.35%
Technology 14.42%
Transportation 25.94%
Utilities

37 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALASKA AIR GROUP INC COM 59,368 New 1,328,146
AMAZON COM INC COM 4,676 3,097 196.15 15,400
AMERICAN AIRLS GROUP INC COM 25,140 New 753,148
ARUBA NETWORKS INC COM 2,732 New 140,199
AVIS BUDGET GROUP COM 93,109 New 1,868,543
BOYD GAMING CORP COM 1,966 New 200,000
CHURCHILL DOWNS INC COM 1,269 New 13,301
CONCUR TECHNOLOGIES INC COM 17,298 15,877 1,117.59 135,640
COPA HOLDINGS SA CL A 22,783 7,835 52.42 232,555
CTRIP COM INTL LTD AMERICAN DEP SHS 48,274 5,447 12.72 886,258
DELTA AIR LINES INC DEL COM NEW 26,255 6,761 34.68 763,455
DEMANDWARE INC COM 4,705 3,585 320.13 84,025
ELONG INC SPONSORED ADR 1,617 New 80,915
EXPEDIA INC DEL COM NEW 107,414 13,285 14.11 1,440,447
FACEBOOK INC CL A 60,384 New 795,045
FINISAR CORP COM NEW 2,660 New 170,300
GIGAMON INC COM 1,500 1,500 New 135,000
GLOBAL EAGLE ENTMT INC COM -1,051 Sold Out 0
GROUPON INC COM CL A 38,281 4,594 13.64 6,250,000
HAWAIIAN HOLDINGS INC COM 23,853 New 1,790,112