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Altimeter Capital Management, LP

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13F filer, CIK 1541617, MENLO PARK, CA

Altimeter Capital Management, LP reported $5,699,287,719 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 98.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001541617-26-000006

Period
2026-03-31
Reported value
$5.7B
Holdings
13
Top 10 weight
98.54%
New
2
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARMnew+1,715,440$260M
NVDAadded+1,236,266$216M
UBERadded+2,382,980$171M
CRWVadded+1,285,845$99.6M
AXONnew+148,986$63.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CPNGexited-15,676,794-$370M
CFLTexited-6,933,250-$210M
GOOGLexited-519,290-$163M
Zexited-2,187,421-$149M
MELIexited-68,480-$138M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001541617-26-000006, largest first. % of portfolio is the value over $5,699,287,719, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,796,589 shares; 2024Q4: 7,845,769 shares; 2025Q1: 7,150,477 shares; 2025Q2: 8,252,160 shares; 2025Q3: 7,644,898 shares; 2025Q4: 8,099,773 shares; 2026Q1: 9,336,039 shares 9,336,039$1.63B28.57%+1,236,266Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264,001 shares; 2024Q4: 1,842,186 shares; 2025Q1: 1,835,636 shares; 2025Q2: 1,877,301 shares; 2025Q3: 1,865,938 shares; 2025Q4: 1,845,368 shares; 2026Q1: 1,953,373 shares 1,953,373$1.12B19.61%+108,005Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,336,600 shares; 2024Q4: 5,588,792 shares; 2025Q1: 5,666,302 shares; 2025Q2: 5,953,104 shares; 2025Q3: 5,588,792 shares; 2025Q4: 5,588,792 shares; 2026Q1: 7,971,772 shares 7,971,772$573M10.06%+2,382,980Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,290 shares; 2024Q4: 504,380 shares; 2025Q1: not reported; 2025Q2: 867,209 shares; 2025Q3: 1,068,677 shares; 2025Q4: 1,219,227 shares; 2026Q1: 1,365,675 shares 1,365,675$462M8.1%+146,448Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585,900 shares; 2024Q4: 993,480 shares; 2025Q1: 975,080 shares; 2025Q2: 1,058,121 shares; 2025Q3: 1,162,092 shares; 2025Q4: 1,277,352 shares; 2026Q1: 1,183,632 shares 1,183,632$438M7.69%-93,720Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902,290 shares; 2024Q4: 871,225 shares; 2025Q1: 1,045,155 shares; 2025Q2: 1,464,863 shares; 2025Q3: 2,167,474 shares; 2025Q4: 2,215,660 shares; 2026Q1: 2,089,558 shares 2,089,558$435M7.64%-126,102Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,999,536 shares; 2025Q2: 649,536 shares; 2025Q3: not reported; 2025Q4: 3,213,230 shares; 2026Q1: 4,499,075 shares 4,499,075$349M6.12%+1,285,845Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,647,959 shares; 2024Q4: 4,978,310 shares; 2025Q1: 2,947,384 shares; 2025Q2: 2,825,630 shares; 2025Q3: 2,428,384 shares; 2025Q4: 2,027,604 shares; 2026Q1: 1,926,250 shares 1,926,250$291M5.1%-101,354Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,600 shares; 2025Q2: 933,208 shares; 2025Q3: 1,098,139 shares; 2025Q4: not reported; 2026Q1: 1,715,440 shares 1,715,440$260M4.55%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,986 shares 148,986$63.3M1.11%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,885,714 shares; 2025Q2: 3,245,457 shares; 2025Q3: 2,596,875 shares; 2025Q4: 1,293,292 shares; 2026Q1: 899,691 shares 899,691$62.3M1.09%-393,601Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744,776 shares; 2025Q4: 32,129 shares; 2026Q1: 67,094 shares 67,094$20.8M0.36%+34,965Timeline
GRAB HOLDINGS LIMITEDGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502,000 shares; 2024Q4: 3,502,000 shares; 2025Q1: 3,502,000 shares; 2025Q2: 3,502,000 shares; 2025Q3: 3,502,000 shares; 2025Q4: 3,502,000 shares; 2026Q1: 3,502,000 shares 3,502,000$263K<0.01%0

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CPNGCOUPANG INC15,676,794$370Mshares
CFLTCONFLUENT INC-CLASS A6,933,250$210Mshares
GOOGLALPHABET INC519,290$163Mshares
ZZILLOW GROUP INC2,187,421$149Mshares
MELIMERCADOLIBRE INC68,480$138Mshares
SHOPSHOPIFY INC570,210$91.8Mshares
BEBLOOM ENERGY CORP260,730$22.7Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001541617-26-000006 base2026-05-15acceptance time not in the bulk data set