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) 1,472

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 51.39%
Technology 6.86%
Transportation 34.24%
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 87,897 New 1,328,146
AMAZON COM INC COM 7,442 New 20,000
AMERICAN AIRLS GROUP INC COM 53,000 13,248 33.33 1,004,161
AVIS BUDGET GROUP COM 110,272 New 1,868,543
BOYD GAMING CORP COM 2,840 New 200,000
CHURCHILL DOWNS INC COM 1,529 New 13,301
COPA HOLDINGS SA CL A -22,077 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS 51,952 New 886,258
DELTA AIR LINES INC DEL COM NEW 43,317 New 963,455
DEMANDWARE INC COM 22,384 4,723 26.74 367,550
ELONG INC SPONSORED ADR 5,165 3,772 270.70 299,950
EXPEDIA INC DEL COM NEW 177,910 42,321 31.21 1,890,049
FACEBOOK INC CL A 65,365 New 795,045
FIVE9 INC COM 1,609 1,609 New 289,429
GROUPON INC COM CL A -25,327 Sold Out 0
HAWAIIAN HOLDINGS INC COM 41,491 2,064 5.23 1,883,812
HERTZ GLOBAL HOLDINGS INC COM 35,018 -62,793 (64.2) 1,615,235
HUBSPOT INC COM 13,881 13,881 New 347,902
NQ MOBILE INC ADR REPSTG CL A 2,462 -149 (5.72) 660,183
ORBITZ WORLDWIDE INC COM 1,294 New 111,000