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MENLO PARK, CA · CIK 0001541617
Portfolio Value
$5.70B
Positions
27
New
1
Increased
7
Decreased
11
Sold Out
2
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $1.63B | 28.57% | +15.3% |
| 2 | METAMETA PLATFORMS INC | $1.12B | 19.61% | +5.9% |
| 3 | UBERUBER TECHNOLOGIES INC | $573.41M | 10.06% | +42.6% |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $461.53M | 8.10% | +12.0% |
| 5 | MSFTMICROSOFT CORP | $438.15M | 7.69% | -7.3% |
| 6 | AMZNAMAZON COM INC | $435.19M | 7.64% | -5.7% |
| 7 | CRWVCOREWEAVE INC | $348.54M | 6.12% | +40.0% |
| 8 | SNOWSNOWFLAKE INC | $290.52M | 5.10% | -5.0% |
| 9 | ARMARM HOLDINGS PLC | $259.51M | 4.55% | +0.0% |
| 10 | AXONAXON ENTERPRISE INC | $63.27M | 1.11% | New |
| Stock | Value | Shares |
|---|---|---|
| AXONAXON ENTERPRISE INC | $63.27M | 148,986 |
As of Q1 2026, Altimeter Capital Management, LP reported a portfolio value of $5.70B across 27 positions in their 13F filing.
Altimeter Capital Management, LP's largest holding is NVDA with a position worth $1.63B. Their top holdings include NVDA, META, UBER, TSM, MSFT.
In Q1 2026, Altimeter Capital Management, LP made the following changes to their portfolio: 1 new position, 2 positions sold out, 7 positions increased, 11 positions reduced.
Altimeter Capital Management, LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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