Holders — by stockHoldings — by fund
Altimeter Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1541617
$9.83B
disclosed book value
20
positions
19.2%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 9.4M | $1.88B | 19.2% |
| 2 | CEREBRAS SYSTEMS INC | 7.2M | $1.60B | 16.2% |
| 3 | METAMETA PLATFORMS INC | 1.4M | $763.3M | 7.8% |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1.4M | $682.6M | 6.9% |
| 5 | CRWVCOREWEAVE INC | 6.1M | $604.6M | 6.2% |
| 6 | ARMARM HOLDINGS PLC | 1.6M | $582.2M | 5.9% |
| 7 | AMZNAMAZON COM INC | 2.4M | $578.1M | 5.9% |
| 8 | UBERUBER TECHNOLOGIES INC | 7.4M | $532.0M | 5.4% |
| 9 | SNOWSNOWFLAKE INC | 1.9M | $490.2M | 5% |
| 10 | MSFTMICROSOFT CORP | 1.3M | $473.0M | 4.8% |
| 11 | QCOMQUALCOMM INC | 1.9M | $347.9M | 3.5% |
| 12 | SPCXSPACE EXPLORATION TECHN CORP | 1.8M | $303.5M | 3.1% |
| 13 | MUMICRON TECHNOLOGY INC | 209,520 | $241.8M | 2.5% |
| 14 | AMATAPPLIED MATLS INC | 261,950 | $189.4M | 1.9% |
| 15 | KLACKLA CORP | 578,230 | $174.5M | 1.8% |
| 16 | LRCXLAM RESEARCH CORP | 394,080 | $170.8M | 1.7% |
| 17 | HOODROBINHOOD MKTS INC | 899,691 | $90.2M | 0.9% |
| 18 | GOOGLALPHABET INC | 175,180 | $62.6M | 0.6% |
| 19 | SNPSSYNOPSYS INC | 140,343 | $62.6M | 0.6% |
| 20 | GRAB HOLDINGS LIMITED | 3.5M | $150,586 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.