13F holdings · Q2 2026
What is Altimeter Capital buying?
Altimeter Capital's 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: its largest reported positions and every significant change since Q1 2026.
Reported holdings$9.83B
QuarterQ2 2026
New positions9
Exits and cuts2
Biggest moves in Q2 2026
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CBRS · New position: 7.23M sh (~$1.60B, 16.2% of book)
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QCOM · New position: 1.88M sh (~$347.9M, 3.5% of book)
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SPCX · New position: 1.78M sh (~$303.5M, 3.1% of book)
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MU · New position: 209.5K sh (~$241.8M, 2.5% of book)
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AMAT · New position: 261.9K sh (~$189.4M, 1.9% of book)
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KLAC · New position: 578.2K sh (~$174.5M, 1.8% of book)
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LRCX · New position: 394.1K sh (~$170.8M, 1.7% of book)
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GOOGL · New position: 175.2K sh (~$62.6M, 0.6% of book)
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SNPS · New position: 140.3K sh (~$62.6M, 0.6% of book)
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CRWV · Added +35% to 6.07M sh (~$604.6M, 6.2% of book)
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META · Cut -31% to 1.35M sh
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AVGO · Sold entire position (~$20.8M last quarter)
Top holdings
| Holding | Value | % of portfolio | Change in shares |
|---|---|---|---|
| NVDANvidia Corp. | $1.88B | 19.2% | +1% |
| CBRSCerebras Systems Inc. | $1.60B | 16.2% | New |
| METAMeta Platforms, Inc. | $763.3M | 7.8% | -31% |
| TSMTaiwan Semiconductor Manufacturing Co. Ltd. | $682.6M | 6.9% | +5% |
| CRWVCoreWeave, Inc. | $604.6M | 6.2% | +35% |
| ARMArm Holdings PLC | $582.2M | 5.9% | -4% |
| AMZNAmazon Com Inc. | $578.1M | 5.9% | +16% |
| UBERUber Technologies, Inc | $532.0M | 5.4% | -8% |
| SNOWSnowflake Inc. | $490.2M | 5.0% | +0% |
| MSFTMicrosoft Corp. | $473.0M | 4.8% | +7% |
| QCOMQualcomm Inc. | $347.9M | 3.5% | New |
| SPCXSpace Exploration Technologies Corp. | $303.5M | 3.1% | New |
| MUMicron Technology Inc. | $241.8M | 2.5% | New |
| AMATApplied Materials Inc. | $189.4M | 1.9% | New |
| KLACKla Corp. | $174.5M | 1.8% | New |
| LRCXLam Research Corp. | $170.8M | 1.7% | New |
| HOODRobinhood Markets, Inc. | $90.2M | 0.9% | +0% |
| GOOGLAlphabet Inc. | $62.6M | 0.6% | New |
| SNPSSynopsys Inc. | $62.6M | 0.6% | New |
| Grab Holdings Limited | $150.6K | 0.0% | New |
From Altimeter Capital Management, LP's Form 13F-HR. 13Fs list long US-listed positions at quarter end and are filed up to 45 days later; they don't show shorts, most hedges or trades made since. View the filing on SEC EDGAR ↗