Altimeter Capital Management, LP
CIK 1541617
13F filing for Q2 2026・No. 576
- Holdings
- US$9.83B
- Quarter change
- +US$4.13B
- Entries
- 20
- Net bought (estimate)
- +US$2.97B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 3
- Cut 3
- Added 5
- Corporate actions 0
- Unchanged 2
Largest holdings
20 stocks worth US$9.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 9,413,589 | US$1.88B | 19.16% |
| CBRSCEREBRAS SYSTEMS INCCOM CL A | New | 7,225,037 | US$1.6B | 16.24% |
| METAMetaCL A | Cut | 1,354,990 | US$763.25M | 7.76% |
| TSMTSMC ADRSPONSORED ADS | Added | 1,429,355 | US$682.62M | 6.94% |
| CRWVCOREWEAVE INCCOM CL A | Added | 6,073,695 | US$604.58M | 6.15% |
| ARMARM HOLDINGS PLCSPONSORED ADS | Cut | 1,641,972 | US$582.19M | 5.92% |
| AMZNAmazonCOM | Added | 2,425,351 | US$578.06M | 5.88% |
| UBERUBER TECHNOLOGIES INCCOM | Cut | 7,372,440 | US$532M | 5.41% |
| SNOWSNOWFLAKE INCCOM SHS | Unchanged | 1,926,250 | US$490.23M | 4.99% |
| MSFTMicrosoftCOM | Added | 1,268,082 | US$473.02M | 4.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.