Altimeter Capital Management, Lp Top Holdings and 13F Report (2026) About Altimeter Capital Management, LpInvestment ActivityAltimeter Capital Management, Lp has $5.70 billion in total holdings as of March 31, 2026.Altimeter Capital Management, Lp owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 16.34% of the portfolio was purchased this quarter.About 21.88% of the portfolio was sold this quarter.This quarter, Altimeter Capital Management, Lp has purchased 18 new stocks and bought additional shares in 6 stocks.Altimeter Capital Management, Lp sold shares of 4 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $1,628,205,202Meta Platforms $1,117,583,294Uber Technologies $573,409,561Taiwan Semiconductor Manufacturing $461,529,866Microsoft $438,145,057 Largest New Holdings this Quarter 042068205 - ARM HOLDINGS PLC $259,511,763 Holding05464C101 - Axon Enterprise $63,272,864 Holding Largest Purchases this Quarter ARM HOLDINGS PLC 1,715,440 shares (about $259.51M)NVIDIA 1,236,266 shares (about $215.60M)Uber Technologies 2,382,980 shares (about $171.41M)COREWEAVE INC 1,285,845 shares (about $99.61M)Axon Enterprise 148,986 shares (about $63.27M) Largest Sales this Quarter Microsoft 93,720 shares (about $34.69M)Robinhood Markets 393,601 shares (about $27.28M)Amazon.com 126,102 shares (about $26.26M)Snowflake 101,354 shares (about $15.29M) 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$1,628,205,202$215,604,790 â–²15.3%9,336,03928.6%Computer and TechnologyMETAMeta Platforms$1,117,583,294$61,792,901 â–²5.9%1,953,37319.6%Computer and TechnologyUBERUber Technologies$573,409,561$171,407,752 â–²42.6%7,971,77210.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$461,529,866$49,492,102 â–²12.0%1,365,6758.1%Computer and TechnologyMSFTMicrosoft$438,145,057$34,692,332 â–¼-7.3%1,183,6327.7%Computer and TechnologyAMZNAmazon.com$435,192,245$26,263,264 â–¼-5.7%2,089,5587.6%Retail/WholesaleCOREWEAVE INC$348,543,341$99,614,412 â–²40.0%4,499,0756.1%COM CL ASNOWSnowflake$290,517,025$15,286,210 â–¼-5.0%1,926,2505.1%Computer and TechnologyARM HOLDINGS PLC$259,511,763$259,511,763 â–²New Holding1,715,4404.6%SPONSORED ADSAXONAxon Enterprise$63,272,864$63,272,864 â–²New Holding148,9861.1%AerospaceHOODRobinhood Markets$62,348,586$27,276,549 â–¼-30.4%899,6911.1%FinanceAVGOBroadcom$20,766,265$10,822,018 â–²108.8%67,0940.4%Computer and TechnologyGRAB HOLDINGS LIMITED$262,6500.0%3,502,0000.0%W EXP 12/1/202CPNGCoupang$0$369,815,571 â–¼-100.0%00.0%Retail/WholesaleCFLTConfluent$0$209,661,480 â–¼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$162,537,770 â–¼-100.0%00.0%Computer and TechnologyZZillow Group$0$149,225,860 â–¼-100.0%00.0%Computer and TechnologyMELIMercadoLibre$0$137,936,524 â–¼-100.0%00.0%Retail/WholesaleSHOPIFY INC$0$91,786,704 â–¼-100.0%00.0%CL A SUB VTGBEBloom Energy$0$22,654,831 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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