§ 13F · FUND PROFILE
Altimeter Capital Management, LP.
AUM · $7.6B (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3.1B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 9.41M | $1.9B | 19.2% | +1% |
| 2 | CBRS | CEREBRAS SYSTEMS INC | 7.23M | $1.6B | 16.2% | NEW |
| 3 | META | META PLATFORMS INC | 1.35M | $763M | 7.8% | −31% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.43M | $683M | 6.9% | +5% |
| 5 | CRWV | COREWEAVE INC | 6.07M | $605M | 6.2% | +35% |
| 6 | ARM | ARM HOLDINGS PLC | 1.64M | $582M | 5.9% | −4% |
| 7 | AMZN | AMAZON COM INC | 2.43M | $578M | 5.9% | +16% |
| 8 | UBER | UBER TECHNOLOGIES INC | 7.37M | $532M | 5.4% | −8% |
| 9 | SNOW | SNOWFLAKE INC | 1.93M | $490M | 5.0% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 1.27M | $473M | 4.8% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTIMETER SIGNAL
AC read
Altimeter Capital Management, LP is a Other fund managing $7.6 billion in assets. The fund runs a focused portfolio of just 23 positions.
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