← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2026-03-31 · Filed 2026-05-15 · Accession 0001541617-26-000006
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | Amazon.com | COM · 023135106 | LONG | 2,089,558 | $435.2 million |
| 2 | ARM HOLDINGS PLC | SPONSORED ADS · 042068205 | LONG | 1,715,440 | $259.5 million |
| 3 | BROADCOM INC | COM · 11135F101 | LONG | 67,094 | $20.8 million |
| 4 | AXON ENTERPRISE INC | COM · 05464C101 | LONG | 148,986 | $63.3 million |
| 5 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 4,499,075 | $348.5 million |
| 6 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G0370L116 | LONG | 3,502,000 | $262,650 |
| 7 | ROBINHOOD MKTS INC | COM CL A · 770700102 | LONG | 899,691 | $62.3 million |
| 8 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,953,373 | $1.12 billion |
| 9 | MICROSOFT CORP | COM · 594918104 | LONG | 1,183,632 | $438.1 million |
| 10 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 9,336,039 | $1.63 billion |
| 11 | SNOWFLAKE INC | COM SHS · 833445109 | LONG | 1,926,250 | $290.5 million |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 1,365,675 | $461.5 million |
| 13 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 7,971,772 | $573.4 million |