ALTIMETER CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 9.34M | $1.63B |
 | UBER | 7.97M | $573.41M |
 | CRWV | 4.50M | $348.54M |
 | AMZN | 2.09M | $435.19M |
 | META | 1.95M | $1.12B |
 | SNOW | 1.93M | $290.52M |
 | ARM | 1.72M | $259.51M |
 | TSM | 1.37M | $461.53M |
 | MSFT | 1.18M | $438.15M |
 | HOOD | 900K | $62.35M |
 | AXON | 149K | $63.27M |
 | AVGO | 67K | $20.77M |
NVIDIA Corporation
NVDA
Shares Held
9.34M
Value
$1.63B
Uber Technologies, Inc.
UBER
Shares Held
7.97M
Value
$573.41M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
4.50M
Value
$348.54M
Amazon.com, Inc.
AMZN
Shares Held
2.09M
Value
$435.19M
Meta Platforms, Inc.
META
Shares Held
1.95M
Value
$1.12B
Snowflake Inc.
SNOW
Shares Held
1.93M
Value
$290.52M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
1.72M
Value
$259.51M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1.37M
Value
$461.53M
Microsoft Corporation
MSFT
Shares Held
1.18M
Value
$438.15M
Robinhood Markets, Inc.
HOOD
Shares Held
900K
Value
$62.35M
Axon Enterprise, Inc.
AXON
Shares Held
149K
Value
$63.27M
Broadcom Inc.
AVGO
Shares Held
67K
Value
$20.77M