Altimeter Capital Management, LP 13F Holdings · Q2 2026
Altimeter Capital Management, LP reported 20 securities worth $9.83B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (19.16%), CBRS (16.24%), META (7.76%). Among its top 25 positions this quarter: 10 new, 5 added, 3 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.88B | 19.16% | 9.4M | Added |
| 2 | CBRS | CEREBRAS SYSTEMS INC | $1.60B | 16.24% | 7.2M | New |
| 3 | META | META PLATFORMS INC | $763.3M | 7.76% | 1.4M | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $682.6M | 6.94% | 1.4M | Added |
| 5 | CRWV | COREWEAVE INC | $604.6M | 6.15% | 6.1M | Added |
| 6 | ARM | ARM HOLDINGS PLC | $582.2M | 5.92% | 1.6M | Trimmed |
| 7 | AMZN | AMAZON COM INC | $578.1M | 5.88% | 2.4M | Added |
| 8 | UBER | UBER TECHNOLOGIES INC | $532.0M | 5.41% | 7.4M | Trimmed |
| 9 | SNOW | SNOWFLAKE INC | $490.2M | 4.99% | 1.9M | Hold |
| 10 | MSFT | MICROSOFT CORP | $473.0M | 4.81% | 1.3M | Added |
| 11 | QCOM | QUALCOMM INC | $347.9M | 3.54% | 1.9M | New |
| 12 | SPCX | SPACE EXPLORATION TECHN CORP | $303.5M | 3.09% | 1.8M | New |
| 13 | MU | MICRON TECHNOLOGY INC | $241.8M | 2.46% | 209,520 | New |
| 14 | AMAT | APPLIED MATLS INC | $189.4M | 1.93% | 261,950 | New |
| 15 | KLAC | KLA CORP | $174.5M | 1.77% | 578,230 | New |
| 16 | LRCX | LAM RESEARCH CORP | $170.8M | 1.74% | 394,080 | New |
| 17 | HOOD | ROBINHOOD MKTS INC | $90.2M | 0.92% | 899,691 | Hold |
| 18 | GOOGL | ALPHABET INC | $62.6M | 0.64% | 175,180 | New |
| 19 | SNPS | SYNOPSYS INC | $62.6M | 0.64% | 140,343 | New |
| 20 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 21 | AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | Exited |
| 22 | GRABW | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | Exited |
| 23 | GRABW | GRAB HOLDINGS LIMITED | $150,586 | 0.00% | 3.5M | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR