Investment fund · Form 13F
Altimeter Capital
As of 30 Jun 2026 · filed 14 Aug 2026, 45 days later · Altimeter Capital Management, LP · SEC EDGAR ↗
Reported value$9.8BUS-listed shares, without options
Positions20spread like 10.4 equal ones
Largest ten83%of the reported value
Since 31 Mar 202610 · 4 · 3 · 3new · added to · reduced · no longer reported
By sector
Technology
87.8%
Industrials
5.4%
Financials
0.9%
Sectors come from each company's SEC industry code, grouped as on the sector pages. Companies not yet in this site's catalogue show as not classified.
Every reported position
Largest first, with its share of the reported value and how the number of shares compares with the quarter before. Share counts are adjusted for any split between the two dates.
| Company | Share of total | Value | Shares | Since 31 Mar 2026 |
|---|---|---|---|---|
| NVDA Nvidia Corp | 19.2% | $1.9B | 9.4M | Unchanged |
| CBRS Cerebras Systems Inc. COM CL A | 16.2% | $1.6B | 7.2M | New |
| META Meta Platforms, Inc. CL A | 7.8% | $763.3M | 1.4M | Reduced |
| TSM Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS | 6.9% | $682.6M | 1.4M | Added to |
| CRWV CoreWeave, Inc. COM CL A | 6.2% | $604.6M | 6.1M | Added to |
| ARM ARM Holdings plc SPONSORED ADS | 5.9% | $582.2M | 1.6M | Reduced |
| AMZN Amazon Com Inc | 5.9% | $578.1M | 2.4M | Added to |
| UBER Uber Technologies, Inc | 5.4% | $532.0M | 7.4M | Reduced |
| SNOW Snowflake Inc. COM SHS | 5.0% | $490.2M | 1.9M | Unchanged |
| MSFT Microsoft Corp | 4.8% | $473.0M | 1.3M | Added to |
| QCOM Qualcomm Inc | 3.5% | $347.9M | 1.9M | New |
| SPCX Space Exploration Technologies Corp CLASS A COM STK | 3.1% | $303.5M | 1.8M | New |
| MU Micron Technology Inc | 2.5% | $241.8M | 209,520 | New |
| AMAT Applied Materials Inc | 1.9% | $189.4M | 261,950 | New |
| KLAC KLA Corp COM NEW | 1.8% | $174.5M | 578,230 | New |
| LRCX LAM Research Corp COM NEW | 1.7% | $170.8M | 394,080 | New |
| HOOD Robinhood Markets, Inc. COM CL A | 0.9% | $90.2M | 899,691 | Unchanged |
| GOOGL Alphabet Inc. CAP STK CL A | 0.6% | $62.6M | 175,180 | New |
| SNPS Synopsys Inc | 0.6% | $62.6M | 140,343 | New |
| GRABW Grab Holdings Ltd W EXP 12/1/202 | 0.0% | $150,586 | 3.5M | New |
No longer reported
In the 31 Mar 2026 filing and not in this one. The form does not say why: the position may have been sold, moved to another entity or fallen below the reporting threshold.
What a 13F leaves out. It is filed up to 45 days after the quarter ends, so it shows positions that may already have changed. It lists only long positions in US-listed shares and some options: no short positions, no cash, no bonds, no shares listed elsewhere, and nothing about when or why anything was bought or sold. It describes part of a fund at one date — not what the fund is doing, and not a reason to do anything.