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Altimeter Capital Management, LP: NVDA position timeline

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

Altimeter Capital Management, LP held 9,413,589 NVDA 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 9,413,589 shares
    Change vs previous 13F +77,550 shares

    19.16% of the 13F portfolio, value $1,883,565,023.

    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 9,336,039 shares
    Change vs previous 13F +1,236,266 shares

    28.57% of the 13F portfolio, value $1,628,205,202.

    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 8,099,773 shares
    Change vs previous 13F +454,875 shares

    22.68% of the 13F portfolio, value $1,510,607,666.

    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).

  4. period ended2025-09-30
    13F 7,644,898 shares
    Change vs previous 13F -607,262 shares

    18.81% of the 13F portfolio, value $1,426,385,069.

    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 8,252,160 shares
    Change vs previous 13F +1,101,683 shares

    18.81% of the 13F portfolio, value $1,303,758,759.

    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 7,150,477 shares
    Change vs previous 13F -695,292 shares

    15.59% of the 13F portfolio, value $774,968,697.

    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).

  7. period ended2024-12-31
    13F 7,845,769 shares
    Change vs previous 13F +49,180 shares

    19% of the 13F portfolio, value $1,053,608,319.

    13F-HR 0001541617-25-000002 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).

  8. period ended2024-09-30
    13F 7,796,589 shares
    Change vs previous 13F not available

    14.02% of the 13F portfolio, value $946,817,768.

    13F-HR 0001541617-24-000009 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).