Form 13F manager
Altimeter Capital Management, LP
Latest quarter 2026-06-30 · filed 2026-08-14 · reported total $9,830M · filing —
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Positions
| Row | Issuer | Class | Put/call | Value | % of total | SH/PRN qty |
|---|---|---|---|---|---|---|
| 1 | NVDA · NVIDIA CORPORATION | COM | — | $1,884M | 19.2% | SH 9,413,589 |
| 2 | CBRS · CEREBRAS SYSTEMS INC | COM CL A | — | $1,597M | 16.2% | SH 7,225,037 |
| 3 | META · META PLATFORMS INC | CL A | — | $763M | 7.8% | SH 1,354,990 |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | — | $683M | 6.9% | SH 1,429,355 |
| 5 | CRWV · COREWEAVE INC | COM CL A | — | $605M | 6.2% | SH 6,073,695 |
| 6 | ARM HOLDINGS PLC | SPONSORED ADS | — | $582M | 5.9% | SH 1,641,972 |
| 7 | AMZN · AMAZON COM INC | COM | — | $578M | 5.9% | SH 2,425,351 |
| 8 | UBER · UBER TECHNOLOGIES INC | COM | — | $532M | 5.4% | SH 7,372,440 |
| 9 | SNOW · SNOWFLAKE INC | COM SHS | — | $490M | 5.0% | SH 1,926,250 |
| 10 | MSFT · MICROSOFT CORP | COM | — | $473M | 4.8% | SH 1,268,082 |
| 11 | QUALCOMM INC | COM | — | $348M | 3.5% | SH 1,882,490 |
| 12 | SPACE EXPLORATION TECHN CORP | CLASS A COM STK | — | $304M | 3.1% | SH 1,776,485 |
| 13 | MU · MICRON TECHNOLOGY INC | COM | — | $242M | 2.5% | SH 209,520 |
| 14 | AMAT · APPLIED MATLS INC | COM | — | $189M | 1.9% | SH 261,950 |
| 15 | KLAC · KLA CORP | COM NEW | — | $174M | 1.8% | SH 578,230 |
| 16 | LRCX · LAM RESEARCH CORP | COM NEW | — | $171M | 1.7% | SH 394,080 |
| 17 | ROBINHOOD MKTS INC | COM CL A | — | $90M | 0.9% | SH 899,691 |
| 18 | GOOGL · ALPHABET INC | CAP STK CL A | — | $63M | 0.6% | SH 175,180 |
| 19 | SNPS · SYNOPSYS INC | COM | — | $63M | 0.6% | SH 140,343 |
| 20 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 | — | <$1M | <0.1% | SH 3,502,000 |
Filed rows (20) — as filed
Changes from 2026-03-31 (rows of a security combined)
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
10 new · ▲ 5 up · ▼ 3 down · 3 exited · 2 unchanged — by reported quantity, largest value change first
| Row | Change | Issuer | Class | Put/call | Value change | Qty change |
|---|---|---|---|---|---|---|
| 1 | new | CEREBRAS SYSTEMS INC | COM CL A | — | +$1,597M | SH +7,225,037 |
| 2 | ▼ down | META PLATFORMS INC | CL A | — | −$354M | SH −598,383 (−30.6%) |
| 3 | new | QUALCOMM INC | COM | — | +$348M | SH +1,882,490 |
| 4 | ▼ down | ARM HOLDINGS PLC | SPONSORED ADS | — | +$323M | SH −73,468 (−4.3%) |
| 5 | new | SPACE EXPLORATION TECHN CORP | CLASS A COM STK | — | +$304M | SH +1,776,485 |
| 6 | ▲ up | COREWEAVE INC | COM CL A | — | +$256M | SH +1,574,620 (+35.0%) |
| 7 | ▲ up | NVIDIA CORPORATION | COM | — | +$255M | SH +77,550 (+0.8%) |
| 8 | new | MICRON TECHNOLOGY INC | COM | — | +$242M | SH +209,520 |
| 9 | ▲ up | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | — | +$221M | SH +63,680 (+4.7%) |
| 10 | new | APPLIED MATLS INC | COM | — | +$189M | SH +261,950 |
| 11 | new | KLA CORP | COM NEW | — | +$174M | SH +578,230 |
| 12 | new | LAM RESEARCH CORP | COM NEW | — | +$171M | SH +394,080 |
| 13 | ▲ up | AMAZON COM INC | COM | — | +$143M | SH +335,793 (+16.1%) |
| 14 | exited | AXON ENTERPRISE INC | COM | — | −$63M | SH −148,986 |
| 15 | new | ALPHABET INC | CAP STK CL A | — | +$63M | SH +175,180 |
| 16 | new | SYNOPSYS INC | COM | — | +$63M | SH +140,343 |
| 17 | ▼ down | UBER TECHNOLOGIES INC | COM | — | −$41M | SH −599,332 (−7.5%) |
| 18 | ▲ up | MICROSOFT CORP | COM | — | +$35M | SH +84,450 (+7.1%) |
| 19 | exited | BROADCOM INC | COM | — | −$21M | SH −67,094 |
| 20 | exited | GRAB HOLDINGS LIMITED | W EXP 12/1/202 | — | −<$1M | SH −3,502,000 |
Remaining 1 reported changes
| Row | Change | Issuer | Class | Put/call | Value change | Qty change |
|---|---|---|---|---|---|---|
| 21 | new | GRAB HOLDINGS LIMITED | W EXP 12/1/202 | — | +<$1M | SH +3,502,000 |
Changes appear only where the prior quarter's validated report exists.