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MENLO PARK, CA · CIK 0001541617
New positions
10
Added to
5
Trimmed
3
Exited
3
Altimeter Capital Management, LP (MENLO PARK, CA) reported a portfolio value of $9.83B across 20 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 83.3% of the portfolio.
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 |
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