Altimeter Capital Management
$5.7B Assets Reported
20 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9,336,039 | $1.6B | 28.6% |
| META | META PLATFORMS INC | 1,953,373 | $1.1B | 19.6% |
| UBER | UBER TECHNOLOGIES INC | 7,971,772 | $573M | 10.1% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1,365,675 | $462M | 8.1% |
| MSFT | MICROSOFT CORP | 1,183,632 | $438M | 7.7% |
| AMZN | AMAZON COM INC | 2,089,558 | $435M | 7.6% |
| CRWV | COREWEAVE INC | 4,499,075 | $349M | 6.1% |
| SNOW | SNOWFLAKE INC | 1,926,250 | $291M | 5.1% |
| ARM | ARM HOLDINGS PLC | 1,715,440 | $260M | 4.6% |
| AXON | AXON ENTERPRISE INC | 148,986 | $63M | 1.1% |
Track Altimeter Capital Management's 13F portfolio: $5.7B in reported holdings, 20 positions. Top holdings, AUM, and quarterly changes on SentiSense.