Fund · 13F archive
Altimeter Capital Management, LP — 2026 Q1 holdings
Period end
Filed
Portfolio value
$5.70B
Positions
13
We track
11
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation★ | COM | $1.63B | 9.3M | 28.6% | ADD |
| 2 | METAMeta Platforms, Inc.★ | CL A | $1.12B | 2.0M | 19.6% | ADD |
| 3 | UBERUber Technologies, Inc.★ | COM | $573.4M | 8.0M | 10.1% | ADD |
| 4 | TSMTaiwan Semiconductor Manufacturing Company Limited★ | SPONSORED ADS | $461.5M | 1.4M | 8.1% | ADD |
| 5 | MSFTMicrosoft Corporation★ | COM | $438.1M | 1.2M | 7.7% | TRIM |
| 6 | AMZNAmazon.com, Inc.★ | COM | $435.2M | 2.1M | 7.6% | TRIM |
| 7 | CRWVCoreWeave, Inc.★ | COM CL A | $348.5M | 4.5M | 6.1% | ADD |
| 8 | SNOWSnowflake Inc.★ | COM SHS | $290.5M | 1.9M | 5.1% | TRIM |
| 9 | Arm Holdings Plc | SPONSORED ADS | $259.5M | 1.7M | 4.6% | NEW |
| 10 | Axon Enterprise Inc | COM | $63.3M | 149K | 1.1% | NEW |
| 11 | HOODRobinhood Markets Inc.★ | COM CL A | $62.3M | 900K | 1.1% | TRIM |
| 12 | AVGOBroadcom Inc.★ | COM | $20.8M | 67K | 0.4% | ADD |
| 13 | GRABGrab Holdings Limited★ | W EXP 12/1/202 | $263K | 3.5M | 0.0% | HOLD |