Altimeter Capital Management, LP

MENLO PARK, CA · CIK 0001541617

Portfolio Value: $5.70B

Positions: 13

Period: 2026-03-31

Filed: 2026-05-15

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

New positions

Added to

Trimmed

Exited

Altimeter Capital Management, LP Q1 2026 13F Filing Summary

Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $5.70B across 13 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 98.5% of the portfolio.

Top holdings: NVDA$1.63B·META$1.12B·UBER$573.41M·TSM$461.53M·MSFT$438.15M

+2 new6 increased4 reduced7 exits

Holdings Heatmap

NVDA28.6% · $1.63B+15.3%META19.6% · $1.12B+5.9%UBER10.1%+42.6%TSM8.1%+12.0%MSFT7.7%-7.3%AMZN7.6%-5.7%

CRWV6.1% · $348.54M+40.0%SNOW5.1% · $290.52M-5.0%ARM4.6% · $259.51MNew AXON1.1%New HOOD1.1%-30.4%AVGO0.4%+108.8%

G0370L0.0% · $262.65K

Top 13 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

Largest Adds5

UBER TECHNOLOGIES INC

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	NVDANVIDIA CORPORATION	$1.63B	9,336,039	28.57%	+15.3%
2	METAMETA PLATFORMS INC	$1.12B	1,953,373	19.61%	+5.9%
3	UBERUBER TECHNOLOGIES INC	$573.41M	7,971,772	10.06%	+42.6%
4	TSMTAIWAN SEMICONDUCTOR MFG LTD	$461.53M	1,365,675	8.10%	+12.0%
5	MSFTMICROSOFT CORP	$438.15M	1,183,632	7.69%	-7.3%
6	AMZNAMAZON COM INC	$435.19M	2,089,558	7.64%	-5.7%
7	CRWVCOREWEAVE INC	$348.54M	4,499,075	6.12%	+40.0%
8	SNOWSNOWFLAKE INC	$290.52M	1,926,250	5.10%	-5.0%
9	ARMARM HOLDINGS PLC	$259.51M	1,715,440	4.55%	New
10	AXONAXON ENTERPRISE INC	$63.27M	148,986	1.11%	New

Position Changes

Stock	Value	Shares
ARMARM HOLDINGS PLC	$259.51M	1,715,440
AXONAXON ENTERPRISE INC	$63.27M	148,986

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