ALTIMETER CAPITAL MANAGEMENT, LP Information

ONE INTERNATIONAL PLACE, BOSTON, Massachusetts, 02110, (617) 310-6142

Report Date: 12/31/2014

Position Statistics

Total Positions 29
New Positions 4
Increased Positions 12
Decreased Positions 6
Positions with Activity 18
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,402

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 52.09%
Technology 6.96%
Transportation 32.98%
Utilities

29 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALASKA AIR GROUP INC COM 83,633 New 1,328,146
AMAZON COM INC COM 8,424 New 20,000
AMERICAN AIRLS GROUP INC COM 47,201 11,799 33.33 1,004,161
AVIS BUDGET GROUP COM 100,359 New 1,868,543
BOYD GAMING CORP COM 2,696 New 200,000
CHURCHILL DOWNS INC COM 1,601 New 13,301
COPA HOLDINGS SA CL A -23,833 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS 55,825 New 886,258
DELTA AIR LINES INC DEL COM NEW 42,296 New 963,455
DEMANDWARE INC COM 22,509 4,749 26.74 367,550
ELONG INC SPONSORED ADR 4,988 3,643 270.70 299,950
EXPEDIA INC DEL COM NEW 186,680 44,407 31.21 1,890,049
FACEBOOK INC CL A 61,664 New 795,045
FIVE9 INC COM 1,577 1,577 New 289,429
GROUPON INC COM CL A -24,027 Sold Out 0
HAWAIIAN HOLDINGS INC COM 44,571 2,217 5.23 1,883,812
HERTZ GLOBAL HOLDINGS INC COM 34,291 -61,490 (64.2) 1,615,235
HUBSPOT INC COM 13,850 13,850 New 347,902
NQ MOBILE INC ADR REPSTG CL A 2,423 -147 (5.72) 660,183
ORBITZ WORLDWIDE INC COM 1,296 New 111,000


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