Altimeter Capital Management, LP

MENLO PARK, CA · CIK 1541617 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$18.8bn
Staff35 · 13 in investment roles
Main clients (by assets)Private funds 96%, Sovereign wealth funds 4%
Private funds33 (2 hedge) · $18.0bn gross assets
Form ADV · 2026-03-31SEC adviser record

Legal entityALTIMETER CAPITAL MANAGEMENT, LP (US)

$9.8bn reported value +72.5% vs Q1 2026

20positions

83.3%in top 10

10 new 5 added 3 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	9,413,589	$1.9bn19.16%	19.16%	Added +77.5k	+77,550 0.8%
2	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	7,225,037	$1.6bn16.24%	16.24%	New
3	META PLATFORMS INC CL A META	META	1,354,990	$763.3m7.76%	7.76%	Reduced -598.4k	-598,383 -30.6%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,429,355	$682.6m6.94%	6.94%	Added +63.7k	+63,680 4.7%
5	COREWEAVE INC COM CL A CRWV	CRWV	6,073,695	$604.6m6.15%	6.15%	Added +1.6m	+1,574,620 35.0%
6	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	1,641,972	$582.2m5.92%	5.92%	Reduced -73.5k	-73,468 -4.3%
7	AMAZON COM INC COM AMZN	AMZN	2,425,351	$578.1m5.88%	5.88%	Added +335.8k	+335,793 16.1%
8	UBER TECHNOLOGIES INC COM UBER	UBER	7,372,440	$532.0m5.41%	5.41%	Reduced -599.3k	-599,332 -7.5%
9	SNOWFLAKE INC CL A SNOW	SNOW	1,926,250	$490.2m4.99%	4.99%	Unchanged
10	MICROSOFT CORP COM MSFT	MSFT	1,268,082	$473.0m4.81%	4.81%	Added +84.5k	+84,450 7.1%
11	QUALCOMM INC COM QCOM	QCOM	1,882,490	$347.9m3.54%	3.54%	New
12	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,776,485	$303.5m3.09%	3.09%	New
13	MICRON TECHNOLOGY INC COM MU	MU	209,520	$241.8m2.46%	2.46%	New
14	APPLIED MATLS INC COM AMAT	AMAT	261,950	$189.4m1.93%	1.93%	New
15	KLA CORP COM NEW KLAC	KLAC	578,230	$174.5m1.77%	1.77%	New
16	LAM RESEARCH CORP COM NEW LRCX	LRCX	394,080	$170.8m1.74%	1.74%	New
17	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	899,691	$90.2m0.92%	0.92%	Unchanged
18	ALPHABET INC CAP STK CL A GOOGL	GOOGL	175,180	$62.6m0.64%	0.64%	New
19	SYNOPSYS INC COM SNPS	SNPS	140,343	$62.6m0.64%	0.64%	New
20	GRAB HOLDINGS LIMITED *W EXP 99/99/999 GRABW	GRABW	3,502,000	$150.6k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AXON ENTERPRISE INC AXON	AXON	148,986	$63.3m149.0k shares
BROADCOM INC AVGO	AVGO	67,094	$20.8m67.1k shares
GRAB HOLDINGS LIMITED		3,502,000	$262.6k3.5m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
CEREBRAS SYSTEMS INC CBRS · 13G · filed 2026-08-14	CBRS	6.2%≈ $1.6bn	new	13G	2026-08-14