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Altimeter Capital Management, LP

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13F filer, CIK 1541617, MENLO PARK, CA

Altimeter Capital Management, LP reported $9,829,676,383 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 83.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001541617-26-000008

Period
2026-06-30
Reported value
$9.83B
Holdings
20
Top 10 weight
83.28%
New
10
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CBRSnew+7,225,037$1.6B
QCOMnew+1,882,490$348M
SPCXnew+1,776,485$304M
MUnew+209,520$242M
AMATnew+261,950$189M

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
METAreduced-598,383-$337M
AXONexited-148,986-$63.3M
UBERreduced-599,332-$43.2M
ARMreduced-73,468-$26M
AVGOexited-67,094-$20.8M

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, Q2 2026

Share positions as resolved from 13F-HR 0001541617-26-000008, largest first. % of portfolio is the value over $9,829,676,383, 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; 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; 2026Q2: 9,413,589 shares 9,413,589$1.88B19.16%+77,550Timeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,225,037 shares 7,225,037$1.6B16.24%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,354,990 shares 1,354,990$763M7.76%-598,383Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,429,355 shares 1,429,355$683M6.94%+63,680Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,073,695 shares 6,073,695$605M6.15%+1,574,620Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,641,972 shares 1,641,972$582M5.92%-73,468Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,425,351 shares 2,425,351$578M5.88%+335,793Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,372,440 shares 7,372,440$532M5.41%-599,332Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,926,250 shares 1,926,250$490M4.99%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,268,082 shares 1,268,082$473M4.81%+84,450Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,882,490 shares 1,882,490$348M3.54%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,776,485 shares 1,776,485$304M3.09%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 614,595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209,520 shares 209,520$242M2.46%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 261,950 shares 261,950$189M1.93%newTimeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578,230 shares 578,230$174M1.77%newTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 394,080 shares 394,080$171M1.74%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 899,691 shares 899,691$90.2M0.92%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661,645 shares; 2024Q4: 867,305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313,132 shares; 2025Q4: 519,290 shares; 2026Q1: not reported; 2026Q2: 175,180 shares 175,180$62.6M0.64%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,280 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,343 shares 140,343$62.6M0.64%newTimeline
GRABWGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,502,000 shares 3,502,000$151K<0.01%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
AXONAXON ENTERPRISE INC148,986$63.3Mshares
AVGOBROADCOM INC67,094$20.8Mshares
GRAB HOLDINGS LIMITEDGRAB HOLDINGS LIMITED3,502,000$263Kshares

How Q2 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 0001541617-26-000008 base2026-08-14acceptance time not in the bulk data set