Altimeter Capital Management, LP 13F holdings
Altimeter Capital Management, LP reported 20 positions with a total reported value of $9.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NVDA NVIDIA CORPORATION (19.2%), CBRS CEREBRAS SYSTEMS INC (16.2%), META META PLATFORMS INC (7.8%), TSM TAIWAN SEMICONDUCTOR MFG LTD (6.9%), CRWV COREWEAVE INC (6.2%). Against 2026-03-31 it opened 10 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
20 largest of 20 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 9,413,589 | $1.9B | 19.2% |
| CBRS CEREBRAS SYSTEMS INC | 7,225,037 | $1.6B | 16.2% |
| META META PLATFORMS INC | 1,354,990 | $763.3M | 7.8% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 1,429,355 | $682.6M | 6.9% |
| CRWV COREWEAVE INC | 6,073,695 | $604.6M | 6.2% |
| ARM ARM HOLDINGS PLC | 1,641,972 | $582.2M | 5.9% |
| AMZN AMAZON COM INC | 2,425,351 | $578.1M | 5.9% |
| UBER UBER TECHNOLOGIES INC | 7,372,440 | $532.0M | 5.4% |
| SNOW SNOWFLAKE INC | 1,926,250 | $490.2M | 5.0% |
| MSFT MICROSOFT CORP | 1,268,082 | $473.0M | 4.8% |
| QCOM QUALCOMM INC | 1,882,490 | $347.9M | 3.5% |
| SPCX SPACE EXPLORATION TECHN CORP | 1,776,485 | $303.5M | 3.1% |
| MU MICRON TECHNOLOGY INC | 209,520 | $241.8M | 2.5% |
| APPLIED MATLS INC | 261,950 | $189.4M | 1.9% |
| KLAC KLA CORP | 578,230 | $174.5M | 1.8% |
| LRCX LAM RESEARCH CORP | 394,080 | $170.8M | 1.7% |
| ROBINHOOD MKTS INC | 899,691 | $90.2M | 0.9% |
| GOOGL ALPHABET INC | 175,180 | $62.6M | 0.6% |
| SNPS SYNOPSYS INC | 140,343 | $62.6M | 0.6% |
| GRAB GRAB HOLDINGS LIMITED | 3,502,000 | $150.6K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 10 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CBRS CEREBRAS SYSTEMS INC | 7,225,037 | $1.6B | 16.2% |
| QCOM QUALCOMM INC | 1,882,490 | $347.9M | 3.5% |
| SPCX SPACE EXPLORATION TECHN CORP | 1,776,485 | $303.5M | 3.1% |
| MU MICRON TECHNOLOGY INC | 209,520 | $241.8M | 2.5% |
| APPLIED MATLS INC | 261,950 | $189.4M | 1.9% |
| KLAC KLA CORP | 578,230 | $174.5M | 1.8% |
| LRCX LAM RESEARCH CORP | 394,080 | $170.8M | 1.7% |
| GOOGL ALPHABET INC | 175,180 | $62.6M | 0.6% |
| SNPS SYNOPSYS INC | 140,343 | $62.6M | 0.6% |
| GRAB GRAB HOLDINGS LIMITED | 3,502,000 | $150.6K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CRWV COREWEAVE INC | 4,499,075 | 6,073,695 | +35.0% | $604.6M |
| AMZN AMAZON COM INC | 2,089,558 | 2,425,351 | +16.1% | $578.1M |
| MSFT MICROSOFT CORP | 1,183,632 | 1,268,082 | +7.1% | $473.0M |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 1,365,675 | 1,429,355 | +4.7% | $682.6M |
| NVDA NVIDIA CORPORATION | 9,336,039 | 9,413,589 | +0.8% | $1.9B |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| META META PLATFORMS INC | 1,953,373 | 1,354,990 | -30.6% | $763.3M |
| UBER UBER TECHNOLOGIES INC | 7,971,772 | 7,372,440 | -7.5% | $532.0M |
| ARM ARM HOLDINGS PLC | 1,715,440 | 1,641,972 | -4.3% | $582.2M |
CIK 1541617 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
