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) 1,338

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 52.93%
Technology 8.18%
Transportation 29.02%
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 -2,958 Sold Out 0
HAWAIIAN HOLDINGS INC COM -46,266 Sold Out 0
UNITED RENTALS INC COM 633 633 New 7,000
CHEGG INC COM 769 769 New 101,369
ORBITZ WORLDWIDE INC COM 1,245 New 111,000
CHURCHILL DOWNS INC COM 1,662 New 13,301
NQ MOBILE INC ADR REPSTG CL A 2,133 -633 (22.87) 509,176
FIVE9 INC COM 3,084 1,596 107.31 600,000
ZENDESK INC COM 3,945 3,945 New 175,000
SPIRIT AIRLS INC COM 6,536 New 100,000
RED HAT INC COM 7,049 New 91,852
WORKDAY INC CL A 7,118 3,559 100 90,000
AMAZON COM INC COM 8,618 New 20,000
ELONG INC SPONSORED ADR 11,146 4,873 77.67 532,922
HUBSPOT INC COM 17,440 New 347,902
ZILLOW GROUP INC CL A 23,979 4,476 22.95 260,900
DEMANDWARE INC COM 29,285 6,861 30.59 480,000
HERTZ GLOBAL HOLDINGS INC COM 31,788 New 1,615,235
DELTA AIR LINES INC DEL COM NEW 41,615 -1,114 (2.61) 938,327
TRIPADVISOR INC COM 45,906 -45,906 (50) 600,000