Altimeter Capital Management
Long Only- Manager
- Altimeter Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $9.83B
- Positions
- 20
- CIK
- 0001541617
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Nvidia CorporationNVDAHISTORY | 19.16% | +0.8% | $1.88B | 9,413,589 | +77,550 | 0.04% | 13F |
| 2 | Cerebras Systems IncCBRSHISTORY | 16.24% | NEW | $1.60B | 7,225,037 | +7,225,037 | 6.20% | 13F+13G |
| 3 | Meta Platforms IncMETAHISTORY | 7.76% | (30.6%) | $0.76B | 1,354,990 | (598,383) | 0.05% | 13F |
| 4 | Taiwan Semiconductor MFG LTDTSMHISTORY | 6.94% | +4.7% | $0.68B | 1,429,355 | +63,680 | 0.01% | 13F |
| 5 | Coreweave IncCRWVHISTORY | 6.15% | +35.0% | $0.60B | 6,073,695 | +1,574,620 | 1.13% | 13F |
| 6 | Arm Holdings PLCARMHISTORY | 5.92% | (4.3%) | $0.58B | 1,641,972 | (73,468) | 0.15% | 13F |
| 7 | Amazon Com IncAMZNHISTORY | 5.88% | +16.1% | $0.58B | 2,425,351 | +335,793 | 0.02% | 13F |
| 8 | Uber Technologies IncUBERHISTORY | 5.41% | (7.5%) | $0.53B | 7,372,440 | (599,332) | 0.36% | 13F |
| 9 | Snowflake IncSNOWHISTORY | 4.99% | — | $0.49B | 1,926,250 | — | 0.55% | 13F |
| 10 | Microsoft CorpMSFTHISTORY | 4.81% | +7.1% | $0.47B | 1,268,082 | +84,450 | 0.02% | 13F |
| 11 | Qualcomm IncQCOMHISTORY | 3.54% | NEW | $0.35B | 1,882,490 | +1,882,490 | 0.18% | 13F |
| 12 | Space Exploration Techn CorpSPCXHISTORY | 3.09% | NEW | $0.30B | 1,776,485 | +1,776,485 | 0.04% | 13F |
| 13 | Micron Technology IncMUHISTORY | 2.46% | NEW | $0.24B | 209,520 | +209,520 | 0.02% | 13F |
| 14 | Applied Matls IncAMATHISTORY | 1.93% | NEW | $0.19B | 261,950 | +261,950 | 0.03% | 13F |
| 15 | Kla CorpKLACHISTORY | 1.77% | NEW | $0.17B | 578,230 | +578,230 | 0.04% | 13F |
| 16 | Lam Research CorpLRCXHISTORY | 1.74% | NEW | $0.17B | 394,080 | +394,080 | 0.03% | 13F |
| 17 | Robinhood Mkts IncHOODHISTORY | 0.92% | — | $0.09B | 899,691 | — | 0.10% | 13F |
| 18 | Alphabet IncGOOGLHISTORY | 0.64% | NEW | $0.06B | 175,180 | +175,180 | 0.00% | 13F |
| 19 | Synopsys IncSNPSHISTORY | 0.64% | NEW | $0.06B | 140,343 | +140,343 | 0.07% | 13F |
| 20 | Grab Holdings LimitedGRABWHISTORY | <0.01% | NEW | $<0.01B | 3,502,000 | +3,502,000 | — | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology