§ 13F · FUND PROFILE
Altimeter Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 18Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6662.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 8.10M | $1510.6T | 22.7% | NEW |
| 2 | META | META PLATFORMS INC | 1.85M | $1218.1T | 18.3% | NEW |
| 3 | MSFT | MICROSOFT CORP | 1.28M | $617.8T | 9.3% | NEW |
| 4 | AMZN | AMAZON COM INC | 2.22M | $511.4T | 7.7% | NEW |
| 5 | UBER | UBER TECHNOLOGIES INC | 5.59M | $456.7T | 6.9% | NEW |
| 6 | SNOW | SNOWFLAKE INC | 2.03M | $444.8T | 6.7% | NEW |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.22M | $370.5T | 5.6% | NEW |
| 8 | CPNG | COUPANG INC | 15.68M | $369.8T | 5.6% | NEW |
| 9 | CRWV | COREWEAVE INC | 3.21M | $230.1T | 3.5% | NEW |
| 10 | 8QR | CONFLUENT INC | 6.93M | $209.7T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTIMETER SIGNAL
AC read
Altimeter Capital Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed