SmartMoneyDB

Altimeter Capital Management, LP

BOSTON, MA · CIK 0001541617

Portfolio Value: $1.43B
Positions: 28
Period: 2014-12-31
Filed: 2015-02-13
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$1.43B

Positions

28

New

3

Increased

9

Decreased

5

Sold Out

23

Altimeter Capital Management, LP Q4 2014 13F Filing Summary

Altimeter Capital Management, LP (BOSTON, MA) reported a portfolio value of $1.43B across 28 positions in their Q4 2014 SEC 13F filing (period ending 2014-12-31). Top holdings include UNTC ($321.94M), EXPE ($161.34M), RCL ($155.47M). The top 10 positions account for 82.5% of the portfolio. This quarter saw 3 new positions, 9 increases, 5 reductions, 23 complete exits. Notable new buys: QUNAR CAYMAN ISLANDS LTD ($29.12M), HUBS ($10.36M), FIVN ($1.30M). Notable exits: CPA, CONCUR TECHNOLOGIES INC, ARUBA NETWORKS INC.

All Holdings

#StockValue↓WeightChange
1
UNTCUNITED CONTINENTAL HOLDINGS
Com
$321.94M
22.44%
+67.9%
2
EXPEEXPEDIA INC
Com New
$161.34M
11.25%
+31.2%
3
RCLROYAL CARIBBEAN CRUISES LTD
Com
$155.47M
10.84%
-
4
CARAVIS BUDGET GROUP INC
Com
$123.94M
8.64%
-
5
TRIPTRIPADVISOR INC
Com
$91.20M
6.36%
+1018.3%
6
THE PRICELINE GROUP INC
Com New
$85.92M
5.99%
-8.5%
7
ALKALASKA AIR GROUP INC
Com
$79.37M
5.53%
-
8
METAFACEBOOK INC
Cl A
$62.03M
4.32%
-
9
AIGAMERICAN AIRLINES GROUP INC
Com
$53.85M
3.75%
+33.3%
10
FHBHAWAIIAN HOLDINGS INC
Com
$49.07M
3.42%
+5.2%
11
DALDELTA AIR LINES INC
Com New
$47.39M
3.30%
-
12
TCOMCTRIP COM INTERNATIONAL LTD
American DEP SHS
$40.33M
2.81%
-
13
HTZHERTZ GLOBAL HOLDINGS INC
Com
$40.28M
2.81%
-64.2%
14
QUNAR CAYMAN ISLANDS LTD
SPNS ADR CL B
$29.12M
2.03%
New
15
ZGZILLOW INC
Cl A
$22.47M
1.57%
+160.8%
16
DEMANDWARE INC
Com
$21.15M
1.47%
+26.7%
17
HUBSHUBSPOT INC
Com
$10.36M
0.72%
New
18
AIPGSPIRIT AIRLINES INC
Com
$7.56M
0.53%
-
19
RHT1EURRED HAT INC
Com
$6.35M
0.44%
-0.1%
20
AMZNAMAZON COM INC
Com
$6.21M
0.43%
-
21
ELPWELONG INC
Sponsored ADR
$5.38M
0.38%
+270.7%
22
WDAYWORKDAY INC
Cl A
$3.67M
0.26%
+0.0%
23
NQ MOBILE INC
ADR REPSTG CL A
$2.58M
0.18%
-5.7%
24
BYDBOYD GAMING CORP
Com
$2.56M
0.18%
-
25
GRPNGROUPON INC
Com Cl A
$1.55M
0.11%
-100.0%
26
FIVNFIVE9 INC
Com
$1.30M
0.09%
New
27
CHDNCHURCHILL DOWNS INC
Com
$1.27M
0.09%
-
28
ORBITZ WORLDWIDE INC
Com
$914.00K
0.06%
-

Position Changes

StockValueShares
QUNAR CAYMAN ISLANDS LTD
$29.12M1,024,326
HUBSHUBSPOT INC
$10.36M347,902
FIVNFIVE9 INC
$1.30M289,429