13F-HR filed by Altimeter Capital Management, LP
Altimeter Capital Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 20 holding rows worth $9,829,676,383.
- Accession
- 0001541617-26-000008
- Filer
- CIK 1541617
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 20 entries on the cover page, a total value of $9,829,676,383 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,829,676,383 with VALUE read as dollars as filed, 13F file number 028-14752. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 9,413,589 | $1,883,565,023 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 7,225,037 | $1,596,733,177 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,354,990 | $763,252,318 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,429,355 | $682,617,068 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 6,073,695 | $604,575,601 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 1,641,972 | $582,194,012 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,425,351 | $578,058,158 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 7,372,440 | $531,995,271 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,926,250 | $490,230,625 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,268,082 | $473,019,948 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,882,490 | $347,865,327 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 1,776,485 | $303,530,227 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 209,520 | $241,846,841 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 261,950 | $189,389,850 | dollars as filed | |
| KLA CORP | 482480100 | COM | 578,230 | $174,457,773 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 394,080 | $170,766,686 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 899,691 | $90,221,013 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 175,180 | $62,604,076 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 140,343 | $62,602,803 | dollars as filed | |
| GRAB HOLDINGS LIMITED | G4124C117 | *W EXP 99/99/999 | 3,502,000 | $150,586 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001541617-26-000008 | this filing | 2026-08-14 | acceptance time not in the bulk data set |