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) 1,289

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 53.36%
Technology 9.28%
Transportation 28.01%
Utilities

30 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BOYD GAMING CORP COM -2,980 Sold Out 0
HAWAIIAN HOLDINGS INC COM -43,535 Sold Out 0
UNITED RENTALS INC COM 585 585 New 7,000
CHURCHILL DOWNS INC COM 1,682 New 13,301
AMAZON COM INC COM 8,748 New 20,000
PRICELINE GRP INC COM NEW 81,653 -5,027 (5.8) 70,981
WORKDAY INC CL A 6,831 3,416 100 90,000
RED HAT INC COM 7,120 New 91,852
SPIRIT AIRLS INC COM 6,186 New 100,000
CHEGG INC COM 775 775 New 101,369
ORBITZ WORLDWIDE INC COM 1,254 New 111,000
ZENDESK INC COM 3,803 3,803 New 175,000
ZILLOW GROUP INC CL A 22,998 4,293 22.95 260,900
HUBSPOT INC COM 17,099 New 347,902
DEMANDWARE INC COM 33,936 7,950 30.59 480,000
NQ MOBILE INC ADR REPSTG CL A 2,627 -779 (22.87) 509,176
ELONG INC SPONSORED ADR 8,985 3,928 77.67 532,922
FIVE9 INC COM 3,186 1,649 107.31 600,000
TRIPADVISOR INC COM 52,140 -52,140 (50) 600,000
FACEBOOK INC CL A 69,097 New 795,045