Altimeter Capital Management, LP
Altimeter Capital Management, LP reported 20 holdings worth US$9.83B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Altimeter Capital Management, LP reported 20 holdings worth US$9.83B as of Jun 30, 2026. Largest: Nvidia Corporation, Cerebras Systems Inc. and Meta Platforms, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$9.83B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 9.41M | US$1.88B | 19.2% |
| Cerebras Systems Inc. | 7.23M | US$1.6B | 16.2% |
| Meta Platforms, Inc. | 1.35M | US$763M | 7.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.43M | US$683M | 6.9% |
| Coreweave, Inc. | 6.07M | US$605M | 6.2% |
| Amazon.com, Inc. | 2.43M | US$578M | 5.9% |
| Uber Technologies, Inc. | 7.37M | US$532M | 5.4% |
| Snowflake Inc. | 1.93M | US$490M | 5.0% |
| Microsoft Corp. | 1.27M | US$473M | 4.8% |
| Qualcomm Incorporated | 1.88M | US$348M | 3.5% |
| Space Exploration Technologies Corp | 1.78M | US$304M | 3.1% |
| Micron Technology, Inc. | 210K | US$242M | 2.5% |
| Applied Materials, Inc. | 262K | US$189M | 1.9% |
| Kla Corporation | 578K | US$174M | 1.8% |
| Lam Research Corporation | 394K | US$171M | 1.7% |
| Robinhood Markets, Inc. | 900K | US$90.2M | 0.92% |
| Alphabet Inc (google) Class C | 175K | US$62.6M | 0.64% |
| Synopsys, Inc. | 140K | US$62.6M | 0.64% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Axon Enterprise, Inc. | 0 | US$0 | 0.00% |