Altimeter Capital Management, LP
21 holdingsFiling period: 2026-06-30Current AUM: $9.95Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 9.41M | $1.88B | $2.00B | 20.08% | +77.5K | 2026-06-30 |
| 2 | — | CEREBRAS SYSTEMS INC | 7.23M | $1.60B | $1.60B | 16.05% | -- | 2026-06-30 |
| 3 | META | META PLATFORMS INC | 1.35M | $763.3M | $908.2M | 9.13% | -598,383 | 2026-06-30 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.43M | $682.6M | $591.4M | 5.95% | +63.7K | 2026-06-30 |
| 5 | CRWV | COREWEAVE INC | 6.07M | $604.6M | $491.5M | 4.94% | +1.57M | 2026-06-30 |
| 6 | ARM | ARM HOLDINGS PLC | 1.64M | $582.2M | $397.1M | 3.99% | -73,468 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 2.43M | $578.1M | $602.5M | 6.06% | +335.8K | 2026-06-30 |
| 8 | UBER | UBER TECHNOLOGIES INC | 7.37M | $532.0M | $526.6M | 5.29% | -599,332 | 2026-06-30 |
| 9 | SNOW | SNOWFLAKE INC | 1.93M | $490.2M | $622.1M | 6.25% | -- | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 1.27M | $473.0M | $630.4M | 6.34% | +84.5K | 2026-06-30 |
| 11 | QCOM | QUALCOMM INC | 1.88M | $347.9M | $353.5M | 3.55% | -- | 2026-06-30 |
| 12 | SPCX | SPACE EXPLORATION TECHN CORP | 1.78M | $303.5M | $254.9M | 2.56% | -- | 2026-06-30 |
| 13 | SPCX | SPACE EXPLORATION TECHN CORP | 1.78M | $303.5M | $254.9M | 2.56% | -- | 2026-06-30 |
| 14 | MU | MICRON TECHNOLOGY INC | 209.5K | $241.8M | $194.4M | 1.95% | -- | 2026-06-30 |
| 15 | AMAT | APPLIED MATLS INC | 261.9K | $189.4M | $110.3M | 1.11% | -- | 2026-06-30 |
| 16 | KLAC | KLA CORP | 578.2K | $174.5M | $97.2M | 0.98% | -- | 2026-06-30 |
| 17 | LRCX | LAM RESEARCH CORP | 394.1K | $170.8M | $106.7M | 1.07% | -- | 2026-06-30 |
| 18 | HOOD | ROBINHOOD MKTS INC | 899.7K | $90.2M | $99.4M | 1.00% | -- | 2026-06-30 |
| 19 | GOOGL | ALPHABET INC | 175.2K | $62.6M | $60.4M | 0.61% | -- | 2026-06-30 |
| 20 | SNPS | SYNOPSYS INC | 140.3K | $62.6M | $51.6M | 0.52% | -- | 2026-06-30 |
| 21 | — | GRAB HOLDINGS LIMITED | 3.50M | $150K | $150K | 0.00% | -- | 2026-06-30 |
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