Altimeter Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.70B
Q ending 2026-03-31
Prior quarter
$6.66B
Q ending 2025-12-31
Change
-14.5% QoQ · +14.6% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $1.63B | 9.3M |
| Meta Platforms Inc | META | Shares | $1.12B | 2.0M |
| Uber Technologies Inc | UBER | Shares | $573.4M | 8.0M |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $461.5M | 1.4M |
| Microsoft Corp | MSFT | Shares | $438.1M | 1.2M |
| Amazon Com Inc | AMZN | Shares | $435.2M | 2.1M |
| Coreweave Inc | CRWV | Shares | $348.5M | 4.5M |
| Snowflake Inc | SNOW | Shares | $290.5M | 1.9M |
| Arm Holdings Plc | ARM | Shares | $259.5M | 1.7M |
| Axon Enterprise Inc | AXON | Shares | $63.3M | 149K |
| Robinhood Mkts Inc | HOOD | Shares | $62.3M | 900K |
| Broadcom Inc | AVGO | Shares | $20.8M | 67K |
| Grab Holdings Limited | Shares | $263K | 3.5M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.