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Disclosery

Altimeter Capital Management, LP: ARM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altimeter Capital Management, LP on ARM, newest first. How the timeline and the estimate are built.

Altimeter Capital Management, LP held 1,641,972 ARM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,641,972 shares
    Change vs previous 13F -73,468 shares

    5.92% of the 13F portfolio, value $582,194,012.

    13F-HR 0001541617-26-000008 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,715,440 shares
    Change vs previous 13F +1,715,440 shares

    4.55% of the 13F portfolio, value $259,511,763.

    13F-HR 0001541617-26-000006 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,098,139 shares

    13F-HR 0001541617-26-000002 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,098,139 shares
    Change vs previous 13F +164,931 shares

    2.05% of the 13F portfolio, value $155,375,687.

    13F-HR 0001541617-25-000013 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 933,208 shares
    Change vs previous 13F +757,608 shares

    2.18% of the 13F portfolio, value $150,937,062.

    13F-HR 0001541617-25-000009 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 175,600 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $18,752,325.

    13F-HR 0001541617-25-000005 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).