Funds › Altimeter Capital Management, LP
Altimeter Capital Management, LP
13F for Q2 2026, filed Aug 14, 2026. 20 positions worth $9.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Altimeter Capital Management, LP in the latest 13F quarter?
Using 13F.ai, how has Altimeter Capital Management, LP's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Altimeter Capital Management, LP's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 9.41M | $1.9B | 19.2% | +0.8% | 13F ↗ |
| 2 | CBRS Cerebras Systems Inc. | 7.23M | $1.6B | 16.2% | New | 13F ↗ |
| 3 | META Meta Platforms, Inc. | 1.35M | $763.3M | 7.8% | -30.6% | 13F ↗ |
| 4 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.43M | $682.6M | 6.9% | +4.7% | 13F ↗ |
| 5 | CRWV CoreWeave, Inc. | 6.07M | $604.6M | 6.2% | +35.0% | 13F ↗ |
| 6 | ARM Arm Holdings plc | 1.64M | $582.2M | 5.9% | -4.3% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 2.43M | $578.1M | 5.9% | +16.1% | 13F ↗ |
| 8 | UBER Uber Technologies, Inc. | 7.37M | $532.0M | 5.4% | -7.5% | 13F ↗ |
| 9 | SNOW Snowflake Inc. | 1.93M | $490.2M | 5.0% | Unchanged | 13F ↗ |
| 10 | MSFT Microsoft Corporation | 1.27M | $473.0M | 4.8% | +7.1% | 13F ↗ |
| 11 | QCOM QUALCOMM Incorporated | 1.88M | $347.9M | 3.5% | New | 13F ↗ |
| 12 | SPCX Space Exploration Technologies Corp. | 1.78M | $303.5M | 3.1% | New | 13F ↗ |
| 13 | MU Micron Technology, Inc. | 209,520 | $241.8M | 2.5% | New | 13F ↗ |
| 14 | AMAT Applied Materials, Inc. | 261,950 | $189.4M | 1.9% | New | 13F ↗ |
| 15 | KLAC KLA Corporation | 578,230 | $174.5M | 1.8% | New | 13F ↗ |
| 16 | LRCX Lam Research Corporation | 394,080 | $170.8M | 1.7% | New | 13F ↗ |
| 17 | HOOD Robinhood Markets, Inc. | 899,691 | $90.2M | 0.9% | Unchanged | 13F ↗ |
| 18 | GOOGL Alphabet Inc. Class A | 175,180 | $62.6M | 0.6% | New | 13F ↗ |
| 19 | SNPS Synopsys, Inc. | 140,343 | $62.6M | 0.6% | New | 13F ↗ |
| 20 | GRABW Grab Holdings Limited · *W Exp 99/99/999 | 3.50M | $150.6K | <0.1% | New | 13F ↗ |
Changes since Q1 2026
10 new, 5 added to, 3 trimmed, 3 exited, 2 unchanged. By estimated dollars.
New positions (10)
| CBRS Cerebras Systems Inc. | 7.23M | New | $1.6B |
| QCOM QUALCOMM Incorporated | 1.88M | New | $347.9M |
| SPCX Space Exploration Technologies Corp. | 1.78M | New | $303.5M |
| MU Micron Technology, Inc. | 209,520 | New | $241.8M |
| AMAT Applied Materials, Inc. | 261,950 | New | $189.4M |
| KLAC KLA Corporation | 578,230 | New | $174.5M |
| LRCX Lam Research Corporation | 394,080 | New | $170.8M |
| GOOGL Alphabet Inc. Class A | 175,180 | New | $62.6M |
| SNPS Synopsys, Inc. | 140,343 | New | $62.6M |
| GRABW Grab Holdings Limited · *W Exp 99/99/999 | 3.50M | New | $150.6K |
Added to (5)
Trimmed (3)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer