Altimeter Capital Management, LP
13 holdingsFiling period: 2026-03-31Current AUM: $6.67Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 9.34M | $1.63B | $1.87B | 28.08% | +1.24M | 2026-03-31 |
| 2 | META | META PLATFORMS INC | 1.95M | $1.12B | $1.09B | 16.29% | +108.0K | 2026-03-31 |
| 3 | UBER | UBER TECHNOLOGIES INC | 7.97M | $573.4M | $560.9M | 8.40% | +2.38M | 2026-03-31 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.37M | $461.5M | $552.1M | 8.27% | +146.4K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 1.18M | $438.1M | $550.1M | 8.24% | -93,720 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 2.09M | $435.2M | $567.5M | 8.50% | -126,102 | 2026-03-31 |
| 7 | CRWV | COREWEAVE INC | 4.50M | $348.5M | $322.9M | 4.84% | +1.29M | 2026-03-31 |
| 8 | SNOW | SNOWFLAKE INC | 1.93M | $290.5M | $564.9M | 8.46% | -101,354 | 2026-03-31 |
| 9 | ARM | ARM HOLDINGS PLC | 1.72M | $259.5M | $411.2M | 6.16% | -- | 2026-03-31 |
| 10 | AXON | AXON ENTERPRISE INC | 149.0K | $63.3M | $78.6M | 1.18% | -- | 2026-03-31 |
| 11 | HOOD | ROBINHOOD MKTS INC | 899.7K | $62.3M | $77.9M | 1.17% | -393,601 | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 67.1K | $20.8M | $26.1M | 0.39% | +35.0K | 2026-03-31 |
| 13 | — | GRAB HOLDINGS LIMITED | 3.50M | $262K | $262K | 0.00% | -- | 2026-03-31 |
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