Growth
Altimeter Capital Management
Altimeter Capital Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$9.83B
reported long US equity
Positions
20
US-listed holdings
New this quarter
10
3 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $1.88B | 19.2% | 9.4M | Added |
| 2 | CEREBRAS SYSTEMS INC | $1.60B | 16.2% | 7.2M | New |
| 3 | METAMETA PLATFORMS INC | $763.3M | 7.8% | 1.4M | Reduced |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | $682.6M | 6.9% | 1.4M | Added |
| 5 | CRWVCOREWEAVE INC | $604.6M | 6.2% | 6.1M | Added |
| 6 | ARMARM HOLDINGS PLC | $582.2M | 5.9% | 1.6M | Reduced |
| 7 | AMZNAMAZON COM INC | $578.1M | 5.9% | 2.4M | Added |
| 8 | UBERUBER TECHNOLOGIES INC | $532.0M | 5.4% | 7.4M | Reduced |
| 9 | SNOWSNOWFLAKE INC | $490.2M | 5.0% | 1.9M | — |
| 10 | MSFTMICROSOFT CORP | $473.0M | 4.8% | 1.3M | Added |
| 11 | QCOMQUALCOMM INC | $347.9M | 3.5% | 1.9M | New |
| 12 | SPACE EXPLORATION TECHN CORP | $303.5M | 3.1% | 1.8M | New |
| 13 | MUMICRON TECHNOLOGY INC | $241.8M | 2.5% | 209.5K | New |
| 14 | AMATAPPLIED MATLS INC | $189.4M | 1.9% | 261.9K | New |
| 15 | KLACKLA CORP | $174.5M | 1.8% | 578.2K | New |
| 16 | LRCXLAM RESEARCH CORP | $170.8M | 1.7% | 394.1K | New |
| 17 | HOODROBINHOOD MKTS INC | $90.2M | 0.9% | 899.7K | — |
| 18 | ALPHABET INC | $62.6M | 0.6% | 175.2K | New |
| 19 | SNPSSYNOPSYS INC | $62.6M | 0.6% | 140.3K | New |
| 20 | GRAB HOLDINGS LIMITED | $150,586 | 0.0% | 3.5M | New |
Sold out (Q2 2026)
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From Altimeter Capital Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.