Altimeter Capital Management as of March 31, 2026
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 28.6 | $1.6B | 9.3M | 174.40 | |
| Meta Platforms Cl A (META) | 19.6 | $1.1B | 2.0M | 572.13 | |
| Uber Technologies (UBER) | 10.1 | $573M | 8.0M | 71.93 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.1 | $462M | 1.4M | 337.95 | |
| Microsoft Corporation (MSFT) | 7.7 | $438M | 1.2M | 370.17 | |
| Amazon (AMZN) | 7.6 | $435M | 2.1M | 208.27 | |
| Coreweave Com Cl A (CRWV) | 6.1 | $349M | 4.5M | 77.47 | |
| Snowflake Com Shs (SNOW) | 5.1 | $291M | 1.9M | 150.82 | |
| Arm Holdings Sponsored Ads (ARM) | 4.6 | $260M | 1.7M | 151.28 | |
| Axon Enterprise (AXON) | 1.1 | $63M | 149k | 424.69 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.1 | $62M | 900k | 69.30 | |
| Broadcom (AVGO) | 0.4 | $21M | 67k | 309.51 | |
| Grab Holdings W Exp 12/1/202 | 0.0 | $263k | 3.5M | 0.07 |
