Altimeter Capital Management, Lp Top Holdings and 13F Report (2026) About Altimeter Capital Management, LpInvestment ActivityAltimeter Capital Management, Lp has $9.83 billion in total holdings as of June 30, 2026.Altimeter Capital Management, Lp owns shares of 20 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 35.24% of the portfolio was purchased this quarter.About 4.99% of the portfolio was sold this quarter.This quarter, Altimeter Capital Management, Lp has purchased 13 new stocks and bought additional shares in 5 stocks.Altimeter Capital Management, Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $1,883,565,023CEREBRAS SYSTEMS INC $1,596,733,177Meta Platforms $763,252,318Taiwan Semiconductor Manufacturing $682,617,068COREWEAVE INC $604,575,601 Largest New Holdings this Quarter 15675d103 - CEREBRAS SYSTEMS INC $1,596,733,177 Holding747525103 - Qualcomm $347,865,327 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $303,530,227 Holding595112103 - Micron Technology $241,846,841 Holding038222105 - Applied Materials $189,389,850 Holding Largest Purchases this Quarter CEREBRAS SYSTEMS INC 7,225,037 shares (about $1.60B)Qualcomm 1,882,490 shares (about $347.87M)SPACE EXPLORATION TECHN CORP 1,776,485 shares (about $303.53M)Micron Technology 209,520 shares (about $241.85M)Applied Materials 261,950 shares (about $189.39M) Largest Sales this Quarter Meta Platforms 598,383 shares (about $337.06M)Uber Technologies 599,332 shares (about $43.25M)ARM HOLDINGS PLC 73,468 shares (about $26.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltimeter Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$1,883,565,023$15,516,979 â–²0.8%9,413,58919.2%TechnologyCEREBRAS SYSTEMS INC$1,596,733,177$1,596,733,177 â–²New Holding7,225,03716.2%COM CL AMETAMeta Platforms$763,252,318$337,063,160 â–¼-30.6%1,354,9907.8%Communication ServicesTSMTaiwan Semiconductor Manufacturing$682,617,068$30,411,658 â–²4.7%1,429,3556.9%TechnologyCOREWEAVE INC$604,575,601$156,737,675 â–²35.0%6,073,6956.2%COM CL AARM HOLDINGS PLC$582,194,012$26,049,549 â–¼-4.3%1,641,9725.9%SPONSORED ADSAMZNAmazon.com$578,058,158$80,032,904 â–²16.1%2,425,3515.9%Consumer DiscretionaryUBERUber Technologies$531,995,271$43,247,797 â–¼-7.5%7,372,4405.4%IndustrialsSNOWSnowflake$490,230,6250.0%1,926,2505.0%TechnologyMSFTMicrosoft$473,019,948$31,501,539 â–²7.1%1,268,0824.8%TechnologyQCOMQualcomm$347,865,327$347,865,327 â–²New Holding1,882,4903.5%TechnologySPACE EXPLORATION TECHN CORP$303,530,227$303,530,227 â–²New Holding1,776,4853.1%CLASS A COM STKMUMicron Technology$241,846,841$241,846,841 â–²New Holding209,5202.5%TechnologyAMATApplied Materials$189,389,850$189,389,850 â–²New Holding261,9501.9%TechnologyKLACKLA$174,457,773$174,457,773 â–²New Holding578,2301.8%TechnologyLAM RESEARCH CORP$170,766,686$170,766,686 â–²New Holding394,0801.7%COM NEWHOODRobinhood Markets$90,221,0130.0%899,6910.9%FinanceGOOGLAlphabet$62,604,076$62,604,076 â–²New Holding175,1800.6%Communication ServicesSNPSSynopsys$62,602,803$62,602,803 â–²New Holding140,3430.6%TechnologyGRABWGrab$150,586$150,586 â–²New Holding3,502,0000.0%IndustrialsAXONAxon Enterprise$0$63,272,864 â–¼-100.0%00.0%IndustrialsAVGOBroadcom$0$20,766,265 â–¼-100.0%00.0%TechnologyGRAB HOLDINGS LIMITED$0$262,650 â–¼-100.0%00.0%W EXP 12/1/202Showing largest 100 holdings. 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