Holdings
Altimeter Capital Management, LP
As of Jun 30, 2026, Altimeter Capital Management, LP reported 18 positions worth US$9.25B. Largest: Nvidia Corporation, Cerebras Systems Inc. and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 9.41M | US$1.88B | +77,550 | Jun 30, 2026 |
| Cerebras Systems Inc. | 7.23M | US$1.6B | new | Jun 30, 2026 |
| Meta Platforms, Inc. | 1.35M | US$763M | −598K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.43M | US$683M | +63,680 | Jun 30, 2026 |
| Coreweave, Inc. | 6.07M | US$605M | +1.57M | Jun 30, 2026 |
| Amazon.com, Inc. | 2.43M | US$578M | +336K | Jun 30, 2026 |
| Uber Technologies, Inc. | 7.37M | US$532M | −599K | Jun 30, 2026 |
| Snowflake Inc. | 1.93M | US$490M | no change | Jun 30, 2026 |
| Microsoft Corp. | 1.27M | US$473M | +84,450 | Jun 30, 2026 |
| Qualcomm Incorporated | 1.88M | US$348M | new | Jun 30, 2026 |