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) 1,062

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 59.65%
Technology 12.34%
Transportation 24.82%
Utilities

37 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GLOBAL EAGLE ENTMT INC COM -1,198 Sold Out 0
INFOBLOX INC COM -1,162 Sold Out 0
INTERXION HOLDING N.V SHS -1,360 Sold Out 0
QUALCOMM INC COM -1,877 Sold Out 0
REALPAGE INC COM -2,162 Sold Out 0
YANDEX N V SHS CLASS A -2,195 Sold Out 0
CHURCHILL DOWNS INC COM 1,291 New 13,301
AMAZON COM INC COM 4,977 3,297 196.15 15,400
WORKDAY INC CL A 2,789 2,789 New 34,000
PRICELINE GRP INC COM NEW 88,095 4,732 5.68 75,010
ELONG INC SPONSORED ADR 1,540 New 80,915
DEMANDWARE INC COM 4,342 3,309 320.13 84,025
RED HAT INC COM 5,098 New 91,952
SPIRIT AIRLS INC COM 7,159 New 100,000
ORBITZ WORLDWIDE INC COM 885 New 111,000
GIGAMON INC COM 1,459 1,459 New 135,000
CONCUR TECHNOLOGIES INC COM 17,196 15,784 1,117.59 135,640
TANGOE INC COM 1,897 New 139,106
ARUBA NETWORKS INC COM 3,024 New 140,199
FINISAR CORP COM NEW 2,916 New 170,300