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MENLO PARK, CA · CIK 0001541617
New positions
10
Added to
5
Trimmed
3
Exited
3
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $1.88B | 19.16% | +0.8% |
| 2 | CBRSCEREBRAS SYSTEMS INC | $1.60B | 16.24% | New |
| 3 | METAMETA PLATFORMS INC | $763.25M | 7.76% | -30.6% |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $682.62M | 6.94% | +4.7% |
| 5 | CRWVCOREWEAVE INC | $604.58M | 6.15% | +35.0% |
| 6 | ARMARM HOLDINGS PLC | $582.19M | 5.92% | -4.3% |
| 7 | AMZNAMAZON COM INC | $578.06M | 5.88% | +16.1% |
| 8 | UBERUBER TECHNOLOGIES INC | $532.00M | 5.41% | -7.5% |
| 9 | SNOWSNOWFLAKE INC | $490.23M | 4.99% | - |
| 10 | MSFTMICROSOFT CORP | $473.02M | 4.81% | +7.1% |
| Stock | Value | Shares |
|---|---|---|
| CBRSCEREBRAS SYSTEMS INC | $1.60B | 7,225,037 |
| QCOMQUALCOMM INC | $347.87M | 1,882,490 |
| SPCXSPACE EXPLORATION TECHN CORP | $303.53M | 1,776,485 |
| MUMICRON TECHNOLOGY INC | $241.85M | 209,520 |
| AMATAPPLIED MATLS INC | $189.39M | 261,950 |
| KLACKLA CORP | $174.46M | 578,230 |
| LRCXLAM RESEARCH CORP | $170.77M | 394,080 |
| GOOGLALPHABET INC | $62.60M | 175,180 |
| SNPSSYNOPSYS INC | $62.60M | 140,343 |
| GRABGRAB HOLDINGS LIMITED | $150.59K | 3,502,000 |
As of Q2 2026, Altimeter Capital Management, LP reported a portfolio value of $9.83B across 20 positions in their 13F filing.
Altimeter Capital Management, LP's largest holding is NVDA with a position worth $1.88B. Their top holdings include NVDA, CBRS, META, TSM, CRWV.
In Q2 2026, Altimeter Capital Management, LP made the following changes to their portfolio: 10 new positions, 3 positions sold out, 5 positions increased, 3 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.
Get alerts when Altimeter Capital Management, LP files new 13F holdings.