Altimeter Capital Management as of June 30, 2026
Portfolio Holdings for Altimeter Capital Management
Altimeter Capital Management holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 19.2 | $1.9B | 9.4M | 200.09 | |
| Cerebras Systems Com Cl A (CBRS) | 16.2 | $1.6B | 7.2M | 221.00 | |
| Meta Platforms Cl A (META) | 7.8 | $763M | 1.4M | 563.29 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.9 | $683M | 1.4M | 477.57 | |
| Coreweave Com Cl A (CRWV) | 6.2 | $605M | 6.1M | 99.54 | |
| Arm Holdings Sponsored Ads (ARM) | 5.9 | $582M | 1.6M | 354.57 | |
| Amazon (AMZN) | 5.9 | $578M | 2.4M | 238.34 | |
| Uber Technologies (UBER) | 5.4 | $532M | 7.4M | 72.16 | |
| Snowflake Com Shs (SNOW) | 5.0 | $490M | 1.9M | 254.50 | |
| Microsoft Corporation (MSFT) | 4.8 | $473M | 1.3M | 373.02 | |
| Qualcomm (QCOM) | 3.5 | $348M | 1.9M | 184.79 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 3.1 | $304M | 1.8M | 170.86 | |
| Micron Technology (MU) | 2.5 | $242M | 210k | 1154.29 | |
| Applied Materials (AMAT) | 1.9 | $189M | 262k | 723.00 | |
| Kla Corp Com New (KLAC) | 1.8 | $175M | 578k | 301.71 | |
| Lam Research Corp Com New (LRCX) | 1.7 | $171M | 394k | 433.33 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $90M | 900k | 100.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $63M | 175k | 357.37 | |
| Synopsys (SNPS) | 0.6 | $63M | 140k | 446.07 | |
| Grab Holdings W Exp 12/1/202 (GRABW) | 0.0 | $151k | 3.5M | 0.04 |
