Altimeter Capital

Name: Altimeter Capital 13F holdings, Q2 2026
Creator: Altimeter Capital

13F Holdings · CIK 1541617 · filed 2026-08-14

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New Positions

50% of current holdings

Exited

23% of prior holdings

Increased

38% of prior holdings

Decreased

23% of prior holdings

Total holdings: 13 → 20

Show unchanged positions

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21 positions

					Shares				Value ($)

New	Long	ALPHABET INC	02079K305	CAP STK CL A	—	175,180	+175,180	—	—	$62.6M	+$62.6M	—
New	Long	APPLIED MATLS INC	038222105	COM	—	261,950	+261,950	—	—	$189.4M	+$189.4M	—
New	Long	CEREBRAS SYSTEMS INC	15675D103	COM CL A	—	7,225,037	+7,225,037	—	—	$1.60B	+$1.60B	—
New	Long	GRAB HOLDINGS LIMITED	G4124C117	W EXP 12/1/202	—	3,502,000	+3,502,000	—	—	$150.6K	+$150.6K	—
New	Long	KLA CORP	482480100	COM NEW	—	578,230	+578,230	—	—	$174.5M	+$174.5M	—
New	Long	LAM RESEARCH CORP	512807306	COM NEW	—	394,080	+394,080	—	—	$170.8M	+$170.8M	—
New	Long	MICRON TECHNOLOGY INC	595112103	COM	—	209,520	+209,520	—	—	$241.8M	+$241.8M	—
New	Long	QUALCOMM INC	747525103	COM	—	1,882,490	+1,882,490	—	—	$347.9M	+$347.9M	—
New	Long	SPACE EXPLORATION TECHN CORP	84615Q103	CLASS A COM STK	—	1,776,485	+1,776,485	—	—	$303.5M	+$303.5M	—
New	Long	SYNOPSYS INC	871607107	COM	—	140,343	+140,343	—	—	$62.6M	+$62.6M	—
Exited	Long	AXON ENTERPRISE INC	05464C101	COM	148,986	—	−148,986	−100.0%	$63.3M	—	−$63.3M	−100.0%
Exited	Long	BROADCOM INC	11135F101	COM	67,094	—	−67,094	−100.0%	$20.8M	—	−$20.8M	−100.0%
Exited	Long	GRAB HOLDINGS LIMITED	G0370L116	W EXP 12/1/202	3,502,000	—	−3,502,000	−100.0%	$262.6K	—	−$262.6K	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	2,089,558	2,425,351	+335,793	+16.1%	$435.2M	$578.1M	+$142.9M	+32.8%
Increased	Long	COREWEAVE INC	21873S108	COM CL A	4,499,075	6,073,695	+1,574,620	+35.0%	$348.5M	$604.6M	+$256.0M	+73.5%
Increased	Long	MICROSOFT CORP	594918104	COM	1,183,632	1,268,082	+84,450	+7.1%	$438.1M	$473.0M	+$34.9M	+8.0%
Increased	Long	NVIDIA CORPORATION	67066G104	COM	9,336,039	9,413,589	+77,550	+0.8%	$1.63B	$1.88B	+$255.4M	+15.7%
Increased	Long	TAIWAN SEMICONDUCTOR MFG LTD	874039100	SPONSORED ADS	1,365,675	1,429,355	+63,680	+4.7%	$461.5M	$682.6M	+$221.1M	+47.9%
Decreased	Long	ARM HOLDINGS PLC	042068205	SPONSORED ADS	1,715,440	1,641,972	−73,468	−4.3%	$259.5M	$582.2M	+$322.7M	+124.3%
Decreased	Long	META PLATFORMS INC	30303M102	CL A	1,953,373	1,354,990	−598,383	−30.6%	$1.12B	$763.3M	−$354.3M	−31.7%
Decreased	Long	UBER TECHNOLOGIES INC	90353T100	COM	7,971,772	7,372,440	−599,332	−7.5%	$573.4M	$532.0M	−$41.4M	−7.2%