Altimeter Capital Management as of Dec. 31, 2025
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.7 | $1.5B | 8.1M | 186.50 | |
| Meta Platforms Cl A (META) | 18.3 | $1.2B | 1.8M | 660.09 | |
| Microsoft Corporation (MSFT) | 9.3 | $618M | 1.3M | 483.62 | |
| Amazon (AMZN) | 7.7 | $511M | 2.2M | 230.82 | |
| Uber Technologies (UBER) | 6.9 | $457M | 5.6M | 81.71 | |
| Snowflake Com Shs (SNOW) | 6.7 | $445M | 2.0M | 219.36 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.6 | $371M | 1.2M | 303.89 | |
| Coupang Cl A (CPNG) | 5.6 | $370M | 16M | 23.59 | |
| Coreweave Com Cl A (CRWV) | 3.5 | $230M | 3.2M | 71.61 | |
| Confluent Class A Com (CFLT) | 3.1 | $210M | 6.9M | 30.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $163M | 519k | 313.00 | |
| Zillow Group Cl C Cap Stk (Z) | 2.2 | $149M | 2.2M | 68.22 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.2 | $146M | 1.3M | 113.10 | |
| MercadoLibre (MELI) | 2.1 | $138M | 69k | 2014.26 | |
| Shopify Cl A Sub Vtg (SHOP) | 1.4 | $92M | 570k | 160.97 | |
| Bloom Energy Corp Com Cl A (BE) | 0.3 | $23M | 261k | 86.89 | |
| Broadcom (AVGO) | 0.2 | $11M | 32k | 346.10 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $1.0M | 3.5M | 0.29 |
