Growth
Altimeter Capital Management
Altimeter Capital Management’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$5.70B
reported long US equity
Positions
13
US-listed holdings
New this quarter
2
7 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $1.63B | 28.6% | 9.3M | Added |
| 2 | METAMETA PLATFORMS INC | $1.12B | 19.6% | 2.0M | Added |
| 3 | UBERUBER TECHNOLOGIES INC | $573.4M | 10.1% | 8.0M | Added |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | $461.5M | 8.1% | 1.4M | Added |
| 5 | MSFTMICROSOFT CORP | $438.1M | 7.7% | 1.2M | Reduced |
| 6 | AMZNAMAZON COM INC | $435.2M | 7.6% | 2.1M | Reduced |
| 7 | CRWVCOREWEAVE INC | $348.5M | 6.1% | 4.5M | Added |
| 8 | SNOWSNOWFLAKE INC | $290.5M | 5.1% | 1.9M | Reduced |
| 9 | ARMARM HOLDINGS PLC | $259.5M | 4.6% | 1.7M | New |
| 10 | AXONAXON ENTERPRISE INC | $63.3M | 1.1% | 149.0K | New |
| 11 | HOODROBINHOOD MKTS INC | $62.3M | 1.1% | 899.7K | Reduced |
| 12 | AVGOBROADCOM INC | $20.8M | 0.4% | 67.1K | Added |
| 13 | GRAB HOLDINGS LIMITED | $262,650 | 0.0% | 3.5M | — |
Sold out (Q1 2026)
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 Q1 2026, not today. Not investment advice.