Livermore

Altimeter Capital Management, LP

Superinvestor

Altimeter Capital

SEC CIK
0001541617
Manager
Brad Gerstner
Style
Growth

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
20
+7 vs. Q1 2026
Total value
$9.83B
+$4.13B (+72.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Altimeter Capital Management, LP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
GRABWGRAB HOLDINGS LIMITED*W EXP 12/01/2023,502,000$150.59K0.00%+3,502,000NewView
SNPSSYNOPSYS INCCOM140,343$62.6M0.64%+140,343NewView
GOOGLALPHABET INC CAP STK CL AStock175,180$62.6M0.64%+175,180NewView
HOODROBINHOOD MKTS INC COM CL AStock899,691$90.22M0.92%00.0%UnchangedView
LRCXLAM RESEARCH CORP COM NEWStock394,080$170.77M1.74%+394,080NewView
KLACKLA CORPCOM NEW578,230$174.46M1.77%+578,230NewView
AMATAPPLIED MATLS INC COMStock261,950$189.39M1.93%+261,950NewView
MUMICRON TECHNOLOGY INC COMStock209,520$241.85M2.46%+209,520NewView
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK1,776,485$303.53M3.09%+1,776,485NewView
QCOMQUALCOMM INC COMStock1,882,490$347.87M3.54%+1,882,490NewView
MSFTMICROSOFT CORP COMStock1,268,082$473.02M4.81%+84,450+7.1%AddedView
SNOWSNOWFLAKE INC COM SHSStock1,926,250$490.23M4.99%00.0%UnchangedView
UBERUBER TECHNOLOGIES INC COMStock7,372,440$532M5.41%−599,332−7.5%ReducedView
AMZNAMAZON COM INC COMStock2,425,351$578.06M5.88%+335,793+16.1%AddedView
ARMARM HOLDINGS PLC SPONSORED ADSADR1,641,972$582.19M5.92%−73,468−4.3%ReducedView
CRWVCOREWEAVE INC COM CL AStock6,073,695$604.58M6.15%+1,574,620+35.0%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR1,429,355$682.62M6.94%+63,680+4.7%AddedView
METAMETA PLATFORMS INC CL AStock1,354,990$763.25M7.76%−598,383−30.6%ReducedView
CBRSCEREBRAS SYSTEMS INCCOM CL A7,225,037$1.6B16.24%+7,225,037NewView
NVDANVIDIA CORPORATION COMStock9,413,589$1.88B19.16%+77,550+0.8%AddedView

Sold out since Q1 2026 (3)

Positions held at the end of Q1 2026 that are no longer in this filing.

Altimeter Capital Management, LP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
AXONAXON ENTERPRISE INCCOM148,986$63.27M1.11%
AVGOBROADCOM INC COMStock67,094$20.77M0.36%
ALTIMETER GROWTH CORPG0370L116*W EXP 09/30/2023,502,000$262.65K0.00%

13F filings by quarter

Altimeter Capital Management, LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202620$9.83Bvs. Q1 2026SEC
Q1 2026May 15, 202613$5.7Bvs. Q4 2025SEC
Q4 2025Feb 17, 202618$6.66Bvs. Q3 2025SEC
Q3 2025Nov 14, 202523$7.58Bvs. Q2 2025SEC
Q2 2025Aug 14, 202518$6.93Bvs. Q1 2025SEC
Q1 2025May 15, 202522$4.97Bvs. Q4 2024SEC
Q4 2024Feb 14, 202524$5.55Bvs. Q3 2024SEC
Q3 2024Nov 14, 202423$6.75Bvs. Q2 2024SEC
Q2 2024Aug 14, 202420$6.73Bvs. Q1 2024SEC
Q1 2024May 15, 202417$6.51Bvs. Q4 2023SEC
Q4 2023Feb 14, 202411$6.02Bvs. Q3 2023SEC
Q3 2023Nov 14, 202311$5.27Bvs. Q2 2023SEC
Q2 2023Aug 14, 202311$5.53Bvs. Q1 2023SEC
Q1 2023May 16, 202311$4.55Bvs. Q4 2022SEC
Q4 2022Feb 14, 202311$3.65Bvs. Q3 2022SEC
Q3 2022Nov 14, 202216$4.68Bvs. Q2 2022SEC
Q2 2022Aug 15, 202215$4.38Bvs. Q1 2022SEC
Q1 2022May 17, 2022Amended21$6.93Bvs. Q4 2021SEC
Q4 2021Feb 14, 202225$10.52Bvs. Q3 2021SEC
Q3 2021Nov 15, 202131$12.48Bvs. Q2 2021SEC
Q2 2021Oct 7, 2021Amended33$12.79Bvs. Q1 2021SEC
Q1 2021May 17, 202132$13.98B–SEC