Institution · 0001541617
Altimeter Capital Management, LP
Altimeter Capital Management, LP
Holdings
Current holdings overview
Holdings13
Period changes17
Portfolio value--
Cash positionNot disclosed
Cash weight--
Bought value--
Sold value--
13F Curve
Altimeter Capital Management, LP vs SPY / QQQ
Portfolio
Current holdings
| Stock | Status | Current holding | Portfolio weight | Price | Valuation | Filing date |
|---|---|---|---|---|---|---|
| NVDA.US NVIDIA Corp. | -- | 28.57% | $208.65
-0.97% | PE 31.77 Fwd -- / PS -- | 2026-05-15 | |
| META.US Meta Platforms Inc. | -- | 19.61% | $563.85
-2.32% | PE 20.28 Fwd -- / PS -- | 2026-05-15 | |
| UBER.US Uber Technologies Inc. | -- | 10.06% | $71.43
-0.29% | PE 17.03 Fwd -- / PS -- | 2026-05-15 | |
| TSM.US Taiwan Semiconductor Manufacturing Co. ADR | -- | 8.10% | $467.67
+1.20% | PE 39.04 Fwd -- / PS -- | 2026-05-15 | |
| MSFT.US Microsoft Corp. | Reduced | -- | 7.69% | $367.34
-3.18% | PE 21.79 Fwd -- / PS -- | 2026-05-15 |
| AMZN.US Amazon.com Inc. | Reduced | -- | 7.64% | $232.79
-4.75% | PE 27.58 Fwd -- / PS -- | 2026-05-15 |
| CRWV.US CoreWeave Inc. | -- | 6.12% | $111.29
-5.65% | PE -36.73 Fwd -- / PS -- | 2026-05-15 | |
| SNOW.US Snowflake Inc. | Reduced | -- | 5.10% | $226.59
-2.45% | PE -65.44 Fwd -- / PS -- | 2026-05-15 |
| ARM.US Arm Holdings plc ADR | Held | -- | 4.55% | $407.72
-7.22% | PE 481.72 Fwd -- / PS -- | 2026-05-15 |
| AXON.US Axon Enterprise Inc. | Held | -- | 1.11% | $410.03
-3.16% | PE 160.44 Fwd -- / PS -- | 2026-05-15 |
| HOOD.US Robinhood Markets Inc. | Reduced | -- | 1.09% | $105.71
-2.26% | PE 50.18 Fwd -- / PS -- | 2026-05-15 |
| AVGO.US Broadcom Inc. | -- | 0.36% | $392.13
-4.52% | PE 63.64 Fwd -- / PS -- | 2026-05-15 | |
| GRAB.US Grab Holdings Ltd. | Held | -- | 0.00% | $3.49
-2.24% | PE 37.56 Fwd -- / PS -- | 2026-05-15 |
Latest changes
Latest change details
| Stock | Status | Change value | Report price | Changed shares | Current holding | Filing date |
|---|---|---|---|---|---|---|
| CPNG.US Coupang, Inc. | Exited | -- | $18.88 | -15676794 | -- | 2026-05-15 |
| NVDA.US NVIDIA Corp. | -- | $174.40 | +1236266 | -- | 2026-05-15 | |
| CFLT.US Confluent, Inc. | Exited | -- | $30.99 | -6933250 | -- | 2026-05-15 |
| UBER.US Uber Technologies Inc. | -- | $71.93 | +2382980 | -- | 2026-05-15 | |
| GOOGL.US Alphabet Inc. Class A | Exited | -- | $287.56 | -519290 | -- | 2026-05-15 |
| MELI.US MercadoLibre, Inc. | Exited | -- | $1589.45 | -68480 | -- | 2026-05-15 |
| CRWV.US CoreWeave Inc. | -- | $77.47 | +1285845 | -- | 2026-05-15 | |
| SHOP.US Shopify Inc. | Exited | -- | $118.62 | -570210 | -- | 2026-05-15 |
| ZG.US Zillow Group, Inc. Class A | Exited | -- | $30.46 | -2187421 | -- | 2026-05-15 |
| META.US Meta Platforms Inc. | -- | $572.13 | +108005 | -- | 2026-05-15 | |
| TSM.US Taiwan Semiconductor Manufacturing Co. ADR | -- | $337.95 | +146448 | -- | 2026-05-15 | |
| BE.US Bloom Energy Corporation | Exited | -- | $135.49 | -260730 | -- | 2026-05-15 |
| MSFT.US Microsoft Corp. | Reduced | -- | $370.17 | -93720 | -- | 2026-05-15 |
| HOOD.US Robinhood Markets Inc. | Reduced | -- | $69.30 | -393601 | -- | 2026-05-15 |
| AMZN.US Amazon.com Inc. | Reduced | -- | $208.27 | -126102 | -- | 2026-05-15 |
| SNOW.US Snowflake Inc. | Reduced | -- | $150.82 | -101354 | -- | 2026-05-15 |
| AVGO.US Broadcom Inc. | -- | $309.51 | +34965 | -- | 2026-05-15 |