← Altimeter Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2026-06-30 · Filed 2026-08-14 · Accession 0001541617-26-000008
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | APPLIED MATLS INC | COM · 038222105 | LONG | 261,950 | $189.4 million |
| 2 | AMAZON COM INC | COM · 023135106 | LONG | 2,425,351 | $578.1 million |
| 3 | ARM HOLDINGS PLC | SPONSORED ADS · 042068205 | LONG | 1,641,972 | $582.2 million |
| 4 | CEREBRAS SYSTEMS INC | COM CL A · 15675D103 | LONG | 7,225,037 | $1.60 billion |
| 5 | COREWEAVE INC | COM CL A · 21873S108 | LONG | 6,073,695 | $604.6 million |
| 6 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 175,180 | $62.6 million |
| 7 | GRAB HOLDINGS LIMITED | W EXP 12/1/202 · G4124C117 | LONG | 3,502,000 | $150,586 |
| 8 | ROBINHOOD MKTS INC | COM CL A · 770700102 | LONG | 899,691 | $90.2 million |
| 9 | KLA CORP | COM NEW · 482480100 | LONG | 578,230 | $174.5 million |
| 10 | LAM RESEARCH CORP | COM NEW · 512807306 | LONG | 394,080 | $170.8 million |
| 11 | META PLATFORMS INC | CL A · 30303M102 | LONG | 1,354,990 | $763.3 million |
| 12 | MICROSOFT CORP | COM · 594918104 | LONG | 1,268,082 | $473.0 million |
| 13 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 209,520 | $241.8 million |
| 14 | QUALCOMM INC | COM · 747525103 | LONG | 1,882,490 | $347.9 million |
| 15 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 9,413,589 | $1.88 billion |
| 16 | SNOWFLAKE INC | COM SHS · 833445109 | LONG | 1,926,250 | $490.2 million |
| 17 | SYNOPSYS INC | COM · 871607107 | LONG | 140,343 | $62.6 million |
| 18 | SPACE EXPLORATION TECHN CORP | CLASS A COM STK · 84615Q103 | LONG | 1,776,485 | $303.5 million |
| 19 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 1,429,355 | $682.6 million |
| 20 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 7,372,440 | $532.0 million |