Stock Taper 
ALTIMETER CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Synopsys, Inc. | SNPS | 140.34K | $62.6M |
 Alphabet Inc. | GOOGL | 175.18K | $62.6M |
 Micron Technology, Inc. | MU | 209.52K | $241.85M |
 Applied Materials, Inc. | AMAT | 261.95K | $189.39M |
 Lam Research Corporation | LRCX | 394.08K | $170.77M |
 KLA Corporation | KLAC | 578.23K | $174.46M |
 Robinhood Markets, Inc. | HOOD | 899.69K | $90.22M |
 Microsoft Corporation | MSFT | 1.27M | $473.02M |
 Meta Platforms, Inc. | META | 1.35M | $763.25M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.43M | $682.62M |
 Arm Holdings plc American Depositary Shares | ARM | 1.64M | $582.19M |
 Space Exploration Technologies Corp. | SPCX | 1.78M | $303.53M |
 QUALCOMM Incorporated | QCOM | 1.88M | $347.87M |
 Snowflake Inc. | SNOW | 1.93M | $490.23M |
 Amazon.com, Inc. | AMZN | 2.43M | $578.06M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 6.07M | $604.58M |
 Cerebras Systems Inc. | CBRS | 7.23M | $1.6B |
 Uber Technologies, Inc. | UBER | 7.37M | $532M |
 NVIDIA Corporation | NVDA | 9.41M | $1.88B |