Institutions / Altimeter Capital Management, LP
Altimeter Capital Management, LP
CIK 1541617 · Institution · as of Dec 31, 2025
Portfolio value
$6.66B
Positions
18
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $1.51B | 22.7% |
| Meta Platforms Inc | $1.22B | 18.3% |
| Microsoft Corp | $617.75M | 9.3% |
| Amazon.com Inc | $511.42M | 7.7% |
| Uber Technologies, Inc | $456.66M | 6.9% |
| Snowflake Inc. | $444.78M | 6.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $370.51M | 5.6% |
| Coupang, Inc. | $369.82M | 5.6% |
| CoreWeave, Inc. | $230.10M | 3.5% |
| Confluent, Inc. | $209.66M | 3.1% |
| Alphabet Inc. | $162.54M | 2.4% |
| Zillow Group, Inc. | $149.23M | 2.2% |
| Robinhood Markets, Inc. | $146.27M | 2.2% |
| MercadoLibre, Inc. | $137.94M | 2.1% |
| Shopify Inc | $91.79M | 1.4% |
| Bloom Energy Corp | $22.65M | 0.3% |
| Broadcom Inc. | $11.12M | 0.2% |
| Grab Holdings Limited | $1.03M | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.