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Altimeter Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $9,829,676,383
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $1,883,565,023
- CEREBRAS SYSTEMS INC · COM CL A · 15675d103 · shares: $1,596,733,177
- META PLATFORMS INC · CL A · 30303M102 · shares: $763,252,318
- TAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADS · 874039100 · shares: $682,617,068
- COREWEAVE INC · COM CL A · 21873S108 · shares: $604,575,601
- ARM HOLDINGS PLC · SPONSORED ADS · 042068205 · shares: $582,194,012
- AMAZON COM INC · COM · 023135106 · shares: $578,058,158
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares: $531,995,271
- SNOWFLAKE INC · COM SHS · 833445109 · shares: $490,230,625
- MICROSOFT CORP · COM · 594918104 · shares: $473,019,948
Reported holdings
20 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 9,413,589 shares | $1,883,565,023 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675d103 | — | 7,225,037 shares | $1,596,733,177 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,354,990 shares | $763,252,318 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 1,429,355 shares | $682,617,068 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 6,073,695 shares | $604,575,601 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 1,641,972 shares | $582,194,012 |
| AMAZON COM INC | COM | 023135106 | — | 2,425,351 shares | $578,058,158 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 7,372,440 shares | $531,995,271 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,926,250 shares | $490,230,625 |
| MICROSOFT CORP | COM | 594918104 | — | 1,268,082 shares | $473,019,948 |
| QUALCOMM INC | COM | 747525103 | — | 1,882,490 shares | $347,865,327 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,776,485 shares | $303,530,227 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 209,520 shares | $241,846,841 |
| APPLIED MATLS INC | COM | 038222105 | — | 261,950 shares | $189,389,850 |
| KLA CORP | COM NEW | 482480100 | — | 578,230 shares | $174,457,773 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 394,080 shares | $170,766,686 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 899,691 shares | $90,221,013 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 175,180 shares | $62,604,076 |
| SYNOPSYS INC | COM | 871607107 | — | 140,343 shares | $62,602,803 |
| GRAB HOLDINGS LIMITED | W EXP 12/1/202 | G4124C117 | — | 3,502,000 shares | $150,586 |