Institutional Fund
Altimeter Capital Management, LP
Menlo Park, CACIK 15416175 filings on record
Portfolio Value
$5.70B
Q1 2026
Holdings
13
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-14.5%
from $6.66B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation28.6%
- Meta Platforms Inc19.6%
- Uber Technologies Inc10.1%
- Taiwan Semiconductor Mfg Ltd8.1%
- Microsoft Corp7.7%
- Amazon Com Inc7.6%
- Other18.3%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 9.34M | $1.63B | 28.6% | +1.24M | Added |
| 2 | Meta Platforms Inc | 1.95M | $1.12B | 19.6% | +108.0K | Added |
| 3 | Uber Technologies Inc | 7.97M | $573.41M | 10.1% | +2.38M | Added |
| 4 | Taiwan Semiconductor Mfg Ltd | 1.37M | $461.53M | 8.1% | +146.4K | Added |
| 5 | Microsoft Corp | 1.18M | $438.15M | 7.7% | −93.7K | Reduced |
| 6 | Amazon Com Inc | 2.09M | $435.19M | 7.6% | −126.1K | Reduced |
| 7 | Coreweave Inc | 4.50M | $348.54M | 6.1% | +1.29M | Added |
| 8 | Snowflake Inc | 1.93M | $290.52M | 5.1% | −101.4K | Reduced |
| 9 | Arm Holdings PLC | 1.72M | $259.51M | 4.6% | +1.72M | New |
| 10 | Axon Enterprise Inc | 149.0K | $63.27M | 1.1% | +149.0K | New |
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