Altimeter Capital Management, LP
CIK: 1541617
Holdings (20)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- NVDA
NVIDIA CORPORATION
$1.88B
9.41M sh19.16%+0.8% - CBRS
CEREBRAS SYSTEMS INC
$1.6B
7.23M sh16.24%New - META
META PLATFORMS INC
$763.25M
1.35M sh7.76%-30.6% - TSM
TAIWAN SEMICONDUCTOR MFG LTD
$682.62M
1.43M sh6.94%+4.7% - CRWV
COREWEAVE INC
$604.58M
6.07M sh6.15%+35.0% - ARM
ARM HOLDINGS PLC
$582.19M
1.64M sh5.92%-4.3% - AMZN
AMAZON COM INC
$578.06M
2.43M sh5.88%+16.1% - UBER
UBER TECHNOLOGIES INC
$532M
7.37M sh5.41%-7.5% - SNOW
SNOWFLAKE INC
$490.23M
1.93M sh4.99%+0.0% - MSFT
MICROSOFT CORP
$473.02M
1.27M sh4.81%+7.1% - QCOM
QUALCOMM INC
$347.87M
1.88M sh3.54%New - SPCX
SPACE EXPLORATION TECHN CORP
$303.53M
1.78M sh3.09%New - MU
MICRON TECHNOLOGY INC
$241.85M
209,520 sh2.46%New - AMAT
APPLIED MATLS INC
$189.39M
261,950 sh1.93%New - KLAC
KLA CORP
$174.46M
578,230 sh1.77%New - LRCX
LAM RESEARCH CORP
$170.77M
394,080 sh1.74%New - HOOD
ROBINHOOD MKTS INC
$90.22M
899,691 sh0.92%+0.0% - GOOGL
ALPHABET INC
$62.6M
175,180 sh0.64%New - SNPS
SYNOPSYS INC
$62.6M
140,343 sh0.64%New - GRABW
GRAB HOLDINGS LIMITED
$151K
3.50M sh0.00%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 9.41M | $1.88B | +0.8% | 19.16% | Q2 2026 |
 CBRS CEREBRAS SYSTEMS INC | 7.23M | $1.6B | New | 16.24% | Q2 2026 |
 META META PLATFORMS INC | 1.35M | $763.25M | -30.6% | 7.76% | Q2 2026 |
 TSM TAIWAN SEMICONDUCTOR MFG LTD | 1.43M | $682.62M | +4.7% | 6.94% | Q2 2026 |
 CRWV COREWEAVE INC | 6.07M | $604.58M | +35.0% | 6.15% | Q2 2026 |
 ARM ARM HOLDINGS PLC | 1.64M | $582.19M | -4.3% | 5.92% | Q2 2026 |
 AMZN AMAZON COM INC | 2.43M | $578.06M | +16.1% | 5.88% | Q2 2026 |
 UBER UBER TECHNOLOGIES INC | 7.37M | $532M | -7.5% | 5.41% | Q2 2026 |
 SNOW SNOWFLAKE INC | 1.93M | $490.23M | +0.0% | 4.99% | Q2 2026 |
 MSFT MICROSOFT CORP | 1.27M | $473.02M | +7.1% | 4.81% | Q2 2026 |
 QCOM QUALCOMM INC | 1.88M | $347.87M | New | 3.54% | Q2 2026 |
 SPCX SPACE EXPLORATION TECHN CORP | 1.78M | $303.53M | New | 3.09% | Q2 2026 |
 MU MICRON TECHNOLOGY INC | 209,520 | $241.85M | New | 2.46% | Q2 2026 |
 AMAT APPLIED MATLS INC | 261,950 | $189.39M | New | 1.93% | Q2 2026 |
 KLAC KLA CORP | 578,230 | $174.46M | New | 1.77% | Q2 2026 |
 LRCX LAM RESEARCH CORP | 394,080 | $170.77M | New | 1.74% | Q2 2026 |
 HOOD ROBINHOOD MKTS INC | 899,691 | $90.22M | +0.0% | 0.92% | Q2 2026 |
 GOOGL ALPHABET INC | 175,180 | $62.6M | New | 0.64% | Q2 2026 |
 SNPS SYNOPSYS INC | 140,343 | $62.6M | New | 0.64% | Q2 2026 |
 GRABW GRAB HOLDINGS LIMITED | 3.50M | $151K | +0.0% | 0.00% | Q2 2026 |
1-20 of 20 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Altimeter Capital Management, LP
Altimeter Capital Management, LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1541617). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 20 securities, not counting options, up from 13 in Q1 2026.
Its five largest reported positions, in order, are NVIDIA CORPORATION (NVDA), CEREBRAS SYSTEMS INC (CBRS), META PLATFORMS INC (META), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and COREWEAVE INC (CRWV). The next five are ARM HOLDINGS PLC (ARM), AMAZON COM INC (AMZN), UBER TECHNOLOGIES INC (UBER), SNOWFLAKE INC (SNOW) and MICROSOFT CORP (MSFT).
Recent 13F filings by Altimeter Capital Management, LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 20 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 13 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 18 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 23 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 18 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 22 securities.