Altimeter Capital Management, LP
Net buyer this quarter
$9.83B
20
+$2.95B
83.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.88B | 19.16% | 0.04% | +0.8% | Q4 2018 |
 CBRS | $1.6B | 16.24% | Not reported | New | Q2 2026 |
 META | $763M | 7.76% | Not reported | -30.6% | Q2 2013 |
 TSM | $683M | 6.94% | 0.01% | +4.7% | Q3 2024 |
 CRWV | $605M | 6.15% | Not reported | +35.0% | Q1 2025 |
 ARM | $582M | 5.92% | 0.15% | -4.3% | Q1 2025 |
 AMZN | $578M | 5.88% | 0.02% | +16.1% | Q2 2013 |
 UBER | $532M | 5.41% | 0.36% | -7.5% | Q2 2019 |
 SNOW | $490M | 4.99% | 0.56% | Not reported | Q3 2020 |
 MSFT | $473M | 4.81% | 0.02% | +7.1% | Q1 2018 |
 QCOM | $348M | 3.54% | 0.18% | Not reported | Q2 2013 |
 SPCX | $304M | 3.09% | Not reported | New | Q2 2026 |
 MU | $242M | 2.46% | 0.02% | Not reported | Q4 2024 |
 AMAT | $189M | 1.93% | 0.03% | New | Q2 2026 |
 KLAC | $174M | 1.77% | 0.04% | New | Q2 2026 |
 LRCX | $171M | 1.74% | 0.03% | New | Q2 2026 |
 HOOD | $90.2M | 0.92% | 0.39% | Not reported | Q1 2025 |
 GOOGL | $62.6M | 0.64% | 0.00% | Not reported | Q1 2017 |
 SNPS | $62.6M | 0.64% | 0.07% | Not reported | Q3 2025 |
 GRABW | $151K | 0.00% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $1.63B | 28.57% | 0.04% | +15.3% | Q4 2018 |
| META | $1.12B | 19.61% | Not reported | +5.9% | Q2 2013 |
| UBER | $573M | 10.06% | 0.39% | +42.6% | Q2 2019 |
| TSM | $462M | 8.10% | 0.01% | +12.0% | Q3 2024 |
| MSFT | $438M | 7.69% | 0.02% | -7.3% | Q1 2018 |
| AMZN | $435M | 7.64% | 0.02% | -5.7% | Q2 2013 |
| CRWV | $349M | 6.12% | Not reported | +40.0% | Q1 2025 |
| SNOW | $291M | 5.10% | 0.56% | -5.0% | Q3 2020 |
| ARM | $260M | 4.55% | 0.16% | Not reported | Q1 2025 |
 AXON | $63.3M | 1.11% | 0.18% | New | Q1 2026 |
| HOOD | $62.3M | 1.09% | 0.39% | -30.4% | Q1 2025 |
 AVGO | $20.8M | 0.36% | 0.00% | +108.8% | Q1 2024 |
| Q4 2025 | |||||
| NVDA | $1.51B | 22.68% | 0.03% | +6.0% | Q4 2018 |
| META | $1.22B | 18.28% | Not reported | -1.1% | Q2 2013 |
| MSFT | $618M | 9.27% | 0.02% | +9.9% | Q1 2018 |
| AMZN | $511M | 7.68% | 0.02% | +2.2% | Q2 2013 |
| UBER | $457M | 6.85% | 0.27% | Not reported | Q2 2019 |
| SNOW | $445M | 6.68% | 0.59% | -16.5% | Q3 2020 |
| TSM | $371M | 5.56% | 0.00% | +14.1% | Q3 2024 |
 CPNG | $370M | 5.55% | Not reported | +56.4% | Q1 2021 |
| CRWV | $230M | 3.45% | Not reported | Not reported | Q1 2025 |
| CFLT | $210M | 3.15% | 6.33% | -38.5% | Q2 2021 |
| GOOGL | $163M | 2.44% | 0.00% | +65.8% | Q1 2017 |
 Z | $149M | 2.24% | Not reported | Not reported | Q3 2014 |
| HOOD | $146M | 2.20% | 0.56% | -50.2% | Q1 2025 |
 MELI | $138M | 2.07% | 0.14% | +81.0% | Q3 2023 |
 SHOP | $91.8M | 1.38% | 0.15% | Not reported | Q3 2020 |
 BE | $22.7M | 0.34% | 0.11% | New | Q4 2025 |
| AVGO | $11.1M | 0.17% | 0.00% | -95.7% | Q1 2024 |
| Q3 2025 | |||||
| NVDA | $1.43B | 18.81% | 0.03% | -7.4% | Q4 2018 |
| META | $1.37B | 18.07% | Not reported | -0.6% | Q2 2013 |
| MSFT | $602M | 7.94% | 0.02% | +9.8% | Q1 2018 |
| SNOW | $548M | 7.22% | 0.72% | -14.1% | Q3 2020 |
| UBER | $548M | 7.22% | 0.27% | -6.1% | Q2 2019 |
| AMZN | $476M | 6.28% | 0.02% | +48.0% | Q2 2013 |
| HOOD | $372M | 4.90% | 1.12% | -20.0% | Q1 2025 |
| CPNG | $323M | 4.26% | Not reported | -12.3% | Q1 2021 |
| TSM | $298M | 3.94% | 0.00% | +23.2% | Q3 2024 |
| AVGO | $246M | 3.24% | 0.02% | Not reported | Q1 2024 |
| CFLT | $223M | 2.95% | 10.31% | -27.5% | Q2 2021 |
 PDD | $181M | 2.39% | 0.02% | Not reported | Q3 2018 |
 BABA | $173M | 2.28% | 0.01% | Not reported | Q2 2017 |
| Z | $169M | 2.22% | Not reported | -8.4% | Q3 2014 |
| ARM | $155M | 2.05% | 0.10% | +17.7% | Q1 2025 |
| SNPS | $127M | 1.68% | 0.14% | New | Q3 2025 |
 CART | $122M | 1.61% | 1.25% | -21.2% | Q4 2024 |
| MELI | $88.4M | 1.17% | 0.07% | -18.7% | Q3 2023 |
| GOOGL | $76.1M | 1.00% | 0.00% | Not reported | Q1 2017 |
 GEMI | $38.3M | 0.51% | Not reported | New | Q3 2025 |
 PTRN | $9.88M | 0.13% | Not reported | New | Q3 2025 |
 NTSK | $7.39M | 0.10% | Not reported | New | Q3 2025 |