Altimeter Capital Management, LP
21 holdingsFiling period: 2026-06-30Current AUM: $9.92Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 9.41M | $1.88B | $2.04B | 20.55% | +77.5K | 2026-06-30 |
| 2 | — | Cerebras Systems Inc | 7.23M | $1.60B | $1.60B | 16.10% | -- | 2026-06-30 |
| 3 | META | Meta Platforms Inc | 1.35M | $763.3M | $940.7M | 9.49% | -598,383 | 2026-06-30 |
| 4 | TSM | Taiwan Semiconductor Mfg Ltd | 1.43M | $682.6M | $607.6M | 6.13% | +63.7K | 2026-06-30 |
| 5 | CRWV | Coreweave Inc | 6.07M | $604.6M | $377.4M | 3.81% | +1.57M | 2026-06-30 |
| 6 | ARM | Arm Holdings PLC | 1.64M | $582.2M | $363.0M | 3.66% | -73,468 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 2.43M | $578.1M | $637.0M | 6.42% | +335.8K | 2026-06-30 |
| 8 | UBER | Uber Technologies Inc | 7.37M | $532.0M | $508.3M | 5.13% | -599,332 | 2026-06-30 |
| 9 | SNOW | Snowflake Inc | 1.93M | $490.2M | $615.6M | 6.21% | -- | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 1.27M | $473.0M | $674.5M | 6.80% | +84.5K | 2026-06-30 |
| 11 | QCOM | Qualcomm Inc | 1.88M | $347.9M | $330.8M | 3.34% | -- | 2026-06-30 |
| 12 | SPCX | Space Exploration Techn Corp | 1.78M | $303.5M | $262.5M | 2.65% | -- | 2026-06-30 |
| 13 | SPCX | Space Exploration Techn Corp | 1.78M | $303.5M | $262.5M | 2.65% | -- | 2026-06-30 |
| 14 | MU | Micron Technology Inc | 209.5K | $241.8M | $187.7M | 1.89% | -- | 2026-06-30 |
| 15 | AMAT | Applied Matls Inc | 261.9K | $189.4M | $106.1M | 1.07% | -- | 2026-06-30 |
| 16 | KLAC | Kla Corp | 578.2K | $174.5M | $93.5M | 0.94% | -- | 2026-06-30 |
| 17 | LRCX | Lam Research Corp | 394.1K | $170.8M | $103.8M | 1.05% | -- | 2026-06-30 |
| 18 | HOOD | Robinhood Mkts Inc | 899.7K | $90.2M | $88.4M | 0.89% | -- | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 175.2K | $62.6M | $59.6M | 0.60% | -- | 2026-06-30 |
| 20 | SNPS | Synopsys Inc | 140.3K | $62.6M | $62.8M | 0.63% | -- | 2026-06-30 |
| 21 | — | Grab Holdings Limited | 3.50M | $150K | $150K | 0.00% | -- | 2026-06-30 |
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