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Altimeter Capital Management

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Today:
Week:
1-month:
All-time:
-0.4%
-0.8%
+11.9%
+90.8%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.1%
+0.6%
+7.7%
+59.6%
 

Data since: Jan-1-2012
Current Portfolio: Q1 2013


     
SRS Investment ... -0.9%
Alden Global Ca... -1.0%
Regents Of The ... -0.2%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q1 2013 View as: Alerts Holdings Detail
 ALK $57.84 -1.32 -2.23% 204,443 49% $4.1B - 80% -15% -9.1% $12.6M | 197.1K shares - No Change
 CAR $31.37 -0.50 -1.57% 299,306 42% $3.4B - 147% -5% +13.7% $38.9M | 1.4M shares - No Change
 CTRP $31.67 -0.01 -0.03% 471,468 43% $4.0B - 156% -2% +49.5% $22.9M | 1.1M shares - increase of 612.7K shares
 DAL $18.51 +0.02 +0.11% 3,915,929 71% $15.8B 1.3% 120% -5% +13.9% $88.0M | 5.3M shares - decrease of 325.0K shares
 FB $24.57 -0.49 -1.97% 14,839,840 104% $60.4B - 40% -27% -3.8% $8.6M | 337.4K shares - No Change
 HTZ $24.93 -0.34 -1.33% 1,595,799 49% $10.0B - 144% -4% +13.8% $16.4M | 736.6K shares - No Change
 LCC $18.02 -0.17 -0.93% 2,197,036 84% $2.9B - 85% -9% +8.1% $3.6M | 213.1K shares - New Holding
 MCRS $43.00 -0.01 -0.02% 172,318 43% $3.3B - 9% -22% -4.9% $2.3M | 50.0K shares - New Holding
 PCLN $800.35 -3.25 -0.40% 178,591 56% $40.2B - 45% -6% +15.0% $59.2M | 86.0K shares - increase of 21.0K shares
 RCL $36.10 +0.06 +0.17% 306,213 37% $7.9B 1.3% 63% -7% +10.7% $49.8M | 1.5M shares - increase of 156.3K shares
 RHT $48.71 -0.65 -1.32% 838,974 103% $9.3B - 5% -19% +0.8% $3.0M | 60.0K shares - No Change
 RP $19.54 -0.12 -0.61% 51,434 48% $1.5B - 18% -28% -4.1% $2.9M | 140.0K shares - No Change
 SAVE $29.38 -0.41 -1.38% 118,927 47% $2.1B - 88% -2% +19.4% $2.5M | 100.0K shares - No Change
 TNGO $14.26 -0.08 -0.56% 147,544 80% $537.8M - 24% -38% +16.3% $1.7M | 139.1K shares - New Holding
 UAL $34.11 -0.25 -0.73% 877,404 54% $11.4B - 95% -3% +10.1% $16.5M | 514.5K shares - increase of 336.2K shares
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Discuss Altimeter Capital Management's portfolio
 
Latest Portfolio Notes & Links
 
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Google and Facebook Going to War Over Mapping App
AAPL  MSFT  GOOG  FB  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 24, 08:43AM from (www.benzinga.com)
A bidding war between Google (NASDAQ: GOOG) and Facebook (NASDAQ: FB) may be about to erupt, according to Bloomberg.  more ...
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Media Digest: Reuters, WSJ, NYT, FT, Bloomberg
GPS  PG  S  T  DELL  GS  DISH  GOOG  SHLD  FB  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 24, 06:29AM from (247wallst.com)
Procter & Gamble Co. (NYSE: PG) fires CEO Bob McDonald and brings back A. G. Lafley. (Reuters) Google Inc. (NASDAQ: GOOG)  more ...
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European Parliament Moves to Limit Scope of Eventual U.S. Trade Deal
GOOG  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 23, 05:07PM from (www.nytimes.com)
A resolution, passed Thursday, calls for an exemption for “audiovisual” industries and online media in a free-trade deal  more ...
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European Parliament Moves to Limit Scope of Eventual U.S. Trade Deal
GOOG  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 23, 03:34PM from (www.nytimes.com)
A resolution, passed Thursday, calls for an exemption for “audiovisual” industries and online media in a free-trade deal  more ...
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Virgin America, Southwest Top Consumer Reports Airline Ratings
LUV  UAL  SAVE  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 06:55AM from (247wallst.com)
Consumer Reports released its new ratings of the best and worst airlines. Virgin America was at the top of the list. Spirit  more ...
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What Is Important: Samsung Galaxy S4 Sells 10 Million, Consumer Reports Airline Scores
HPQ  LUV  UAL  AAPL  SAVE  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 06:35AM from (247wallst.com)
Lenovo Earnings The news about Hewlett-Packard Co.'s (NYSE: HPQ) earnings may have been better than expected, but they cannot  more ...
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Lufthansa-United Trans-Atlantic Pact Wins EU Antitrust Approval
DAL  UAL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 06:01AM from (www.bloomberg.com)
Deutsche Lufthansa AG (LHA) and United Continental Holdings Inc. (UAL) reached a settlement with European Union antitrust  more ...
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Long Wait for a Green Card Could Be Ending
MSFT  CSCO  ORCL  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 10:06PM from (www.nytimes.com)
Born overseas and educated in the United States, workers in the heart of the tech industry are in a kind of suspension as  more ...
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Avis Budget Group Shifts Car Sales Program Into High Gear: Trade-In Vehicles Now Welcome
CAR  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 22, 10:13AM from (globenewswire.com)
PARSIPPANY, N.J., May 22, 2013 (GLOBE NEWSWIRE) -- Avis Budget Group, Inc. (Nasdaq:CAR) today announced that its Ultimate  more ...
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Tangoe e SAP assinam acordo de cooperação para desenvolvimento de softwares de segurança e gerenciamento de dispositivos móveis
TNGO  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 22, 09:46AM from (www.businesswire.com)
A Tangoe, Inc. (NASDAQ: TNGO), provedor global de software e serviços de gerenciamento de ciclo de vida de comunicações  more ...
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Tangoe y SAP firman Acuerdo de Cooperación para Desarrollo de Software (SDCA) para la Colaboración en una Solución de Administración y Seguridad Móvil.
TNGO  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 22, 09:30AM from (www.businesswire.com)
Tangoe, Inc. (NASDAQ: TNGO), proveedor líder a nivel global de software para la Administración del Ciclo de Vida de las  more ...
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Bits Blog: Lessons for Silicon Valley on Capitol Hill
AAPL  MSFT  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 08:45AM from (bits.blogs.nytimes.com)
As the rest of the technology industry spends million lobbying lawmakers in Washington, Apple, which on Tuesday came in for  more ...
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Forget Acquisitions, Yahoo! Should Start Paying a Dividend
AAPL  MSFT  CSCO  GOOG  LNKD  FB  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 22, 08:02AM from (www.dividend.com)
After a speculation filled weekend, Yahoo! formally announced on Monday that it is acquiring popular blogging website Tumblr  more ...
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Facebook Use Falters Among Teens as Twitter Use Rises — Pew
FB  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 05:40AM from (247wallst.com)
Periodically, new research shows that use and consumer "engagement" with Facebook Inc. (NASDAQ: FB) has fallen and is usually  more ...
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Advertising: Army Tries a Reality Style for Recruitment
IPG  T  MSFT  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 21, 08:53PM from (www.nytimes.com)
The Army is trying to produce commercials styled like a television reality series because younger people increasingly ignore  more ...
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Xbox One Faces Wider Range of Competition
SNE  MSFT  FORR  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 21, 04:20PM from (www.nytimes.com)
The Xbox One is a gamble by Microsoft to re-establish the living room as the place to play games and to promote the device’s  more ...
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Yahoo! Adds Tumblr, But Is This Another Underpants Gnome Deal?
MSFT  IACI  YHOO  GOOG  FB  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 21, 11:30AM from (www.investopedia.com)
Tumblr is a high-potential asset, but Yahoo! absolutely must execute.  more ...
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Yahoo Revamps Flickr and Acquires Tumblr all in One Day
YHOO  FB  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 21, 08:37AM from (www.benzinga.com)
Monday was a big day for Yahoo! (NASDAQ: YHOO).

First, it announced that it was buying social blogging platform,  more ...

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United Partner SkyWest to Buy $4 Billion of Embraer Jets
UAL  SKYW  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 21, 07:35AM from (www.bloomberg.com)
SkyWest Inc. (SKYW), a provider of regional flights to carriers including United Airlines, agreed to buy more than $4 billion  more ...
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Apple Chief Talks Taxes in Pushback to Heat in Washington
XOM  AAPL  MSFT  GOOG  EXPE  FB  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 21, 12:44AM from (www.bloomberg.com)
Apple Inc. (AAPL) Chief Executive Officer Tim Cook is going somewhere his predecessor never ventured: the witness table at a congressional hearing on Capitol Hill.
 more ...

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