Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Altimeter Capital Management, LP (CIK 1541617) reported $5.70B across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($1.63B, 28.57%), META ($1.12B, 19.61%), UBER ($573.4M, 10.06%), TSM ($461.5M, 8.10%), MSFT ($438.1M, 7.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.63B | 28.57% | 9.3M | Added |
| 2 | META | META PLATFORMS INC | $1.12B | 19.61% | 2.0M | Added |
| 3 | UBER | UBER TECHNOLOGIES INC | $573.4M | 10.06% | 8.0M | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $461.5M | 8.10% | 1.4M | Added |
| 5 | MSFT | MICROSOFT CORP | $438.1M | 7.69% | 1.2M | Trimmed |
| 6 | AMZN | AMAZON COM INC | $435.2M | 7.64% | 2.1M | Trimmed |
| 7 | CRWV | COREWEAVE INC | $348.5M | 6.12% | 4.5M | Added |
| 8 | SNOW | SNOWFLAKE INC | $290.5M | 5.10% | 1.9M | Trimmed |
| 9 | ARM | ARM HOLDINGS PLC | $259.5M | 4.55% | 1.7M | New |
| 10 | AXON | AXON ENTERPRISE INC | $63.3M | 1.11% | 148,986 | New |
| 11 | HOOD | ROBINHOOD MKTS INC | $62.3M | 1.09% | 899,691 | Trimmed |
| 12 | AVGO | BROADCOM INC | $20.8M | 0.36% | 67,094 | Added |
| 13 | MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | Exited |
| 14 | BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 15 | CFLT | CONFLUENT INC | $0 | 0.00% | 0 | Exited |
| 16 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 17 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 18 | SHOP | SHOPIFY INC | $0 | 0.00% | 0 | Exited |
| 19 | Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | Exited |
| 20 | GRABW | GRAB HOLDINGS LIMITED | $262,650 | 0.00% | 3.5M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31