Altimeter Capital Management
Altimeter Capital Management (Altimeter Capital Management, LP) reported 20 positions worth $9.83B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (19.2%). Biggest move: new buy CBRS ($1.60B).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $1.88B | 19.16% | 3.8 Years | 9,413,589 | — | — | |
| ▸ 2 | CBRS | SH | $1.60B | 16.24% | 1 Q | 7,225,037 | — | — | |
| ▸ 3 | META | SH | $763.3M | 7.76% | 8.5 Years | 1,354,990 | — | — | |
| ▸ 4 | TSM | SH | $682.6M | 6.94% | 1.3 Years | 1,429,355 | — | — | |
| ▸ 5 | CRWV | SH | $604.6M | 6.15% | 3 Q | 6,073,695 | — | — | |
| ▸ 6 | ARM | SH | $582.2M | 5.92% | 2 Q | 1,641,972 | — | — | |
| ▸ 7 | AMZN | SH | $578.1M | 5.88% | 3.3 Years | 2,425,351 | — | — | |
| ▸ 8 | UBER | SH | $532.0M | 5.41% | 7.3 Years | 7,372,440 | — | — | |
| ▸ 9 | SNOW | SH | $490.2M | 4.99% | 6 Years | 1,926,250 | — | — | |
| ▸ 10 | MSFT | SH | $473.0M | 4.81% | 8.5 Years | 1,268,082 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Appaloosa (David Tepper) | 28.6% | LRCX, MU, QCOM, TSM, AMZN, META, NVDA, UBER +2 |
| Tiger Global Management | 20.0% | LRCX, MSFT, TSM, AMZN, GOOGL, META, NVDA, UBER +3 |
| Whale Rock Capital Management | 19.6% | LRCX, SNOW, TSM, AMZN, GOOGL, META, NVDA, CBRS +1 |
| Pershing Square (Bill Ackman) | 19.2% | MSFT, AMZN, GOOGL, META, UBER |
| Coatue Management | 17.8% | LRCX, MSFT, MU, QCOM, SNPS, TSM, AMZN, GOOGL +5 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Altimeter Capital Management hold as of Q2 2026?
Altimeter Capital Management reported 20 positions worth $9.83B in its Q2 2026 13F filing. Largest positions: NVDA (19.2%), CBRS (16.2%), META (7.8%), TSM (6.9%) and CRWV (6.2%).
What did Altimeter Capital Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Altimeter Capital Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.