Altimeter Capital Management, LP: 13F holdings
CIK 15416172026Q2
| Positions | 20 |
|---|
| Reported value | $9.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 20 (+7 vs prior quarter) |
|---|
| Reported value | $9.8bn (+72.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 9,413,589 | $1.9bn | 19.2% |
| CBRS CEREBRAS SYSTEMS INC | 7,225,037 | $1.6bn | 16.2% |
| META META PLATFORMS INC | 1,354,990 | $763.3m | 7.8% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 1,429,355 | $682.6m | 6.9% |
| CRWV COREWEAVE INC | 6,073,695 | $604.6m | 6.2% |
| ARM ARM HOLDINGS PLC | 1,641,972 | $582.2m | 5.9% |
| AMZN AMAZON COM INC | 2,425,351 | $578.1m | 5.9% |
| UBER UBER TECHNOLOGIES INC | 7,372,440 | $532.0m | 5.4% |
| SNOW SNOWFLAKE INC | 1,926,250 | $490.2m | 5.0% |
| MSFT MICROSOFT CORP | 1,268,082 | $473.0m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1541617")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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