Altimeter Capital Management
Altimeter Capital Management reported 20 stocks worth $9.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (19.2%), CBRS (16.2%) and META (7.8%). Compared with Q1 2026, the fund opened new positions in CBRS, QCOM and SPCX, added to NVDA, TSM and CRWV, trimmed META, ARM and UBER and sold out of AXON and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $1.9B | 19.2% | 9.4M | +78K (+1%) | 8 of 8 | |
| 2 |  CBRS Cerebras Systems Inc Com CL A | $1.6B | 16.2% | 7.2M | New position | 1 of 8 | |
| 3 |  META Meta Platforms Inc | $763M | 7.8% | 1.4M | −598K (−31%) | 8 of 8 | |
| 4 |  TSM Taiwan Semiconductor Mfg Ltd | $683M | 6.9% | 1.4M | +64K (+5%) | 7 of 8 | |
| 5 |  CRWV Coreweave Inc | $605M | 6.2% | 6.1M | +1.6M (+35%) | 5 of 8 | |
| 6 |  ARM Arm Hldgs PLC Equity A F | $582M | 5.9% | 1.6M | −73K (−4%) | 5 of 8 | |
| 7 |  AMZN Amazon Com Inc | $578M | 5.9% | 2.4M | +336K (+16%) | 8 of 8 | |
| 8 |  UBER Uber Technologies Inc | $532M | 5.4% | 7.4M | −599K (−8%) | 8 of 8 | |
| 9 |  SNOW Snowflake Inc | $490M | 5.0% | 1.9M | No change | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $473M | 4.8% | 1.3M | +84K (+7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Altimeter Capital Management 13F FAQ
What does Altimeter Capital Management own?
Altimeter Capital Management reported 20 stocks worth $9.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (19.2%), CBRS (16.2%) and META (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Altimeter Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 5 added to, 3 trimmed and 3 sold out. New positions include CBRS, QCOM and SPCX. It sold all of AXON and AVGO.
When will Altimeter Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Altimeter Capital Management's portfolio worth?
The Q2 2026 filing reports $9.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.