account_balance
Investment manager · 13F filer · SEC CIK 1541617
Altimeter Capital Management, LP
Reported value$9.83Bas of Jun 30, 2026
Positions20 10 new, 3 sold out
Top 10 weight83.3%NVDA alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
19.2%
CBRSCerebras Systems Inc
16.2%New
METAMeta Platforms Inc
7.8%Trimmed −31%
TSMTaiwan Semiconductor MFG Ltd
6.9%Added +5%
CRWVCoreweave Inc
6.2%Added +35%
ARMArm Holdings PLC
5.9%Trimmed −4%
AMZNAmazon Com Inc
5.9%Added +16%
UBERUber Technologies Inc
5.4%Trimmed −8%
SNOWSnowflake Inc
5.0%
MSFTMicrosoft Corp
4.8%Added +7%
QCOMQualcomm Inc
3.5%New
SPCXSpace Exploration Techn Corp
3.1%New
NVDANvidia Corporation
19.2%
CBRSCerebras Systems Inc
16.2%New
META7.8%TSM6.9%CRWV6.2%ARM5.9%AMZN5.9%UBER5.4%SNOW5.0%MSFT4.8%QCOM3.5%SPCX3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 19.2% HeldCBRS Cerebras Systems Inc 16.2% NewMETA Meta Platforms Inc 7.8% Trimmed −31%TSM Taiwan Semiconductor MFG Ltd 6.9% Added +5%CRWV Coreweave Inc 6.2% Added +35%ARM Arm Holdings PLC 5.9% Trimmed −4%AMZN Amazon Com Inc 5.9% Added +16%UBER Uber Technologies Inc 5.4% Trimmed −8%SNOW Snowflake Inc 5.0% HeldMSFT Microsoft Corp 4.8% Added +7%QCOM Qualcomm Inc 3.5% NewSPCX Space Exploration Techn Corp 3.1% New
What changed