13F filings
Altimeter Capital
Where the disclosed book sits
by disclosed valueLargest holdings
all 20 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| NVDANvidia Corporation | Shares | $1.9B | 9,413,589 | 19.2% |
| CBRSCerebras Systems Inc | Shares | $1.6B | 7,225,037 | 16.2% |
| METAMETA Platforms Inc | Shares | $763.3M | 1,354,990 | 7.8% |
| TSMTaiwan Semiconductor Mfg Ltd | Shares | $682.6M | 1,429,355 | 6.9% |
| CRWVCoreweave Inc | Shares | $604.6M | 6,073,695 | 6.2% |
| ARMARM Holdings PLC | Shares | $582.2M | 1,641,972 | 5.9% |
| AMZNAmazon Com Inc | Shares | $578.1M | 2,425,351 | 5.9% |
| UBERUBER Technologies Inc | Shares | $532.0M | 7,372,440 | 5.4% |
| SNOWSnowflake Inc | Shares | $490.2M | 1,926,250 | 5% |
| MSFTMicrosoft Corp | Shares | $473.0M | 1,268,082 | 4.8% |
| QCOMQualcomm Inc | Shares | $347.9M | 1,882,490 | 3.5% |
| SPCXSpace Exploration Techn Corp | Shares | $303.5M | 1,776,485 | 3.1% |
| MUMicron Technology Inc | Shares | $241.8M | 209,520 | 2.5% |
| AMATApplied Matls Inc | Shares | $189.4M | 261,950 | 1.9% |
| KLACKLA Corp | Shares | $174.5M | 578,230 | 1.8% |
| LRCXLAM Research Corp | Shares | $170.8M | 394,080 | 1.7% |
| HOODRobinhood Mkts Inc | Shares | $90.2M | 899,691 | 0.9% |
| GOOGLAlphabet Inc | Shares | $62.6M | 175,180 | 0.6% |
| SNPSSynopsys Inc | Shares | $62.6M | 140,343 | 0.6% |
| GRABWGRAB Holdings Limited | Shares | $151K | 3,502,000 | 0% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| CBRSCEREBRAS SYSTEMS INC | New | n/a | $1.6B | $1.6B |
| QCOMQUALCOMM INC | New | n/a | $347.9M | $347.9M |
| METAMETA PLATFORMS INC | Trimmed | -30.6% | -$337.1M | $763.3M |
| SPCXSPACE EXPLORATION TECHN CORP | New | n/a | $303.5M | $303.5M |
| MUMICRON TECHNOLOGY INC | New | n/a | $241.8M | $241.8M |
| AMATAPPLIED MATLS INC | New | n/a | $189.4M | $189.4M |
| KLACKLA CORP | New | n/a | $174.5M | $174.5M |
| LRCXLAM RESEARCH CORP | New | n/a | $170.8M | $170.8M |
| CRWVCOREWEAVE INC | Added | +35.0% | $156.7M | $604.6M |
| AMZNAMAZON COM INC | Added | +16.1% | $80.0M | $578.1M |
| AXONAXON ENTERPRISE INC | Exited | n/a | -$63.3M | $0 |
| GOOGLALPHABET INC | New | n/a | $62.6M | $62.6M |
| SNPSSYNOPSYS INC | New | n/a | $62.6M | $62.6M |
| UBERUBER TECHNOLOGIES INC | Trimmed | -7.5% | -$43.2M | $532.0M |
| MSFTMICROSOFT CORP | Added | +7.1% | $31.5M | $473.0M |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Altimeter Capital hold?
Altimeter Capital disclosed 20 positions worth $9.8B in the Q2 2026 13F filing. The largest is NVDA at 19.2% of the disclosed book. A 13F lists long US equity positions only.
What did Altimeter Capital buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were New CBRS, New QCOM, Trimmed META, New SPCX. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.