ALTIMETER CAPITAL MANAGEMENT, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 32
New Positions 2
Increased Positions 8
Decreased Positions 10
Positions with Activity 18
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,218

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 57.85%
Technology 7.45%
Transportation 31.52%
Utilities

32 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ARUBA NETWORKS INC COM -2,587 Sold Out 0
FINISAR CORP COM NEW -3,363 Sold Out 0
GIGAMON INC COM -2,353 Sold Out 0
MARKETO INC COM -5,874 Sold Out 0
NEONODE INC COM NEW -559 Sold Out 0
TANGOE INC COM -1,806 Sold Out 0
WORKDAY INC CL A -2,866 Sold Out 0
CHURCHILL DOWNS INC COM 1,265 New 13,301
AMAZON COM INC COM 6,061 1,394 29.87 20,000
ELONG INC SPONSORED ADR 1,456 New 80,915
ZILLOW INC CL A 8,510 8,510 New 81,361
PRICELINE GRP INC COM NEW 94,719 8,474 9.83 82,380
RED HAT INC COM 6,521 New 91,952
SPIRIT AIRLS INC COM 7,568 New 100,000
TRIPADVISOR INC COM 8,170 8,170 New 107,306
ORBITZ WORLDWIDE INC COM 960 New 111,000
BOYD GAMING CORP COM 2,456 New 200,000
COPA HOLDINGS SA CL A 22,279 -1,416 (5.98) 218,654
DEMANDWARE INC COM 16,936 12,029 245.14 290,000
NQ MOBILE INC ADR REPSTG CL A 3,025 -19,988 (86.86) 700,263


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