Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 20
- +7 vs. Q1 2026
- Portfolio value
- $9.83B
- +$4.13B (+72.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 9,413,589 | $1.88B | 19.2% | +77,550+0.8% | Added | History |
| CBRSCerebras Systems Inc. | COM CL A | 7,225,037 | $1.60B | 16.2% | +7,225,037 | New | History |
| METAMeta Platforms, Inc. | Stock | 1,354,990 | $763.3M | 7.8% | −598,383−30.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,429,355 | $682.6M | 6.9% | +63,680+4.7% | Added | History |
| CRWVCoreWeave, Inc. | Stock | 6,073,695 | $604.6M | 6.2% | +1,574,620+35.0% | Added | History |
| ARMArm Holdings PLC | ADR | 1,641,972 | $582.2M | 5.9% | −73,468−4.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,425,351 | $578.1M | 5.9% | +335,793+16.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 7,372,440 | $532.0M | 5.4% | −599,332−7.5% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 1,926,250 | $490.2M | 5.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,268,082 | $473.0M | 4.8% | +84,450+7.1% | Added | History |
| QCOMQualcomm Inc | Stock | 1,882,490 | $347.9M | 3.5% | +1,882,490 | New | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,776,485 | $303.5M | 3.1% | +1,776,485 | New | History |
| MUMicron Technology Inc | Stock | 209,520 | $241.8M | 2.5% | +209,520 | New | History |
| AMATApplied Materials Inc | Stock | 261,950 | $189.4M | 1.9% | +261,950 | New | History |
| KLACKLA Corp | COM NEW | 578,230 | $174.5M | 1.8% | +578,230 | New | History |
| LRCXLam Research Corp | Stock | 394,080 | $170.8M | 1.7% | +394,080 | New | History |
| HOODRobinhood Markets, Inc. | Stock | 899,691 | $90.2M | 0.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 175,180 | $62.6M | 0.6% | +175,180 | New | History |
| SNPSSynopsys Inc | COM | 140,343 | $62.6M | 0.6% | +140,343 | New | History |
| GRABWGrab Holdings Ltd | *W EXP 12/01/202 | 3,502,000 | $150.6K | <0.1% | +3,502,000 | New | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.