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Altimeter Capital Management, LP 13F holdings

Filed 2026-08-14 · Altimeter Capital Management, LP · 20 positions · $9.8B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION9.4M$1.9B19.2%
CBRSCEREBRAS SYSTEMS INC7.2M$1.6B16.2%
METAMETA PLATFORMS INC1.4M$763.3M7.8%
TSMTAIWAN SEMICONDUCTOR MFG LTD1.4M$682.6M6.9%
CRWVCOREWEAVE INC6.1M$604.6M6.2%
ARMARM HOLDINGS PLC1.6M$582.2M5.9%
AMZNAMAZON COM INC2.4M$578.1M5.9%
UBERUBER TECHNOLOGIES INC7.4M$532.0M5.4%
SNOWSNOWFLAKE INC1.9M$490.2M5.0%
MSFTMICROSOFT CORP1.3M$473.0M4.8%
QCOMQUALCOMM INC1.9M$347.9M3.5%
SPCXSPACE EXPLORATION TECHN CORP1.8M$303.5M3.1%
MUMICRON TECHNOLOGY INC209.5K$241.8M2.5%
AMATAPPLIED MATLS INC261.9K$189.4M1.9%
KLACKLA CORP578.2K$174.5M1.8%
LRCXLAM RESEARCH CORP394.1K$170.8M1.7%
HOODROBINHOOD MKTS INC899.7K$90.2M0.9%
GOOGLALPHABET INC175.2K$62.6M0.6%
SNPSSYNOPSYS INC140.3K$62.6M0.6%
GRABGRAB HOLDINGS LIMITED3.5M$150,5860.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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