Fund portfolio
Altimeter Capital Management
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- Portfolio value
- $5,699,287,719
- Positions
- 13
- Source
- 13F on EDGAR ↗
| Ticker | Change | % of portfolio |
|---|---|---|
| NVDA | +15% | 28.57% |
| META | +6% | 19.61% |
| UBER | +43% | 10.06% |
| TSM | +12% | 8.1% |
| MSFT | −7% | 7.69% |
| AMZN | −6% | 7.64% |
| CRWV | +40% | 6.12% |
| SNOW | −5% | 5.1% |
| ARM | NEW | 4.55% |
| AXON | NEW | 1.11% |
| HOOD | −30% | 1.09% |
| AVGO | +109% | 0.36% |
| G0370L116 | 0.0% | |
| CPNG | SOLD | — |
| CFLT | SOLD | — |
| GOOG(L) | SOLD | — |
| Z | SOLD | — |
| MELI | SOLD | — |
| SHOP | SOLD | — |
| BE | SOLD | — |