Altimeter Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARM HOLDINGS PLC | 0 | 1,715,440 | +1,715,440 | 0 | 259,511,763 | 4.55% | +259,511,763 |
| COREWEAVE INC(CRWV) | 3,213,230 | 4,499,075 | +1,285,845 | 230,099,400 | 348,543,341 | 6.12% | +118,443,941 |
| NVIDIA CORPORATION(NVDA) | 8,099,773 | 9,336,039 | +1,236,266 | 1,510,607,666 | 1,628,205,202 | 28.57% | +117,597,536 |
| UBER TECHNOLOGIES INC(UBER) | 5,588,792 | 7,971,772 | +2,382,980 | 456,660,194 | 573,409,561 | 10.06% | +116,749,367 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,219,227 | 1,365,675 | +146,448 | 370,510,893 | 461,529,866 | 8.10% | +91,018,973 |
| AXON ENTERPRISE INC(AXON) | 0 | 148,986 | +148,986 | 0 | 63,272,864 | 1.11% | +63,272,864 |
| BROADCOM INC(AVGO) | 32,129 | 67,094 | +34,965 | 11,119,847 | 20,766,265 | 0.36% | +9,646,418 |
| GRAB HOLDINGS LIMITED | 3,502,000 | 3,502,000 | 0 | 1,029,588 | 262,650 | 0.00% | -766,938 |
| BLOOM ENERGY CORP | 260,730 | 0 | -260,730 | 22,654,831 | 0 | — | -22,654,831 |
| AMAZON COM INC(AMZN) | 2,215,660 | 2,089,558 | -126,102 | 511,418,641 | 435,192,245 | 7.64% | -76,226,396 |
| ROBINHOOD MKTS INC(HOOD) | 1,293,292 | 899,691 | -393,601 | 146,271,326 | 62,348,586 | 1.09% | -83,922,740 |
| SHOPIFY INC(SHOP) | 570,210 | 0 | -570,210 | 91,786,704 | 0 | — | -91,786,704 |
| META PLATFORMS INC(META) | 1,845,368 | 1,953,373 | +108,005 | 1,218,108,963 | 1,117,583,294 | 19.61% | -100,525,669 |
| MERCADOLIBRE INC(MELI) | 68,480 | 0 | -68,480 | 137,936,524 | 0 | — | -137,936,524 |
| ZILLOW GROUP INC(Z) | 2,187,421 | 0 | -2,187,421 | 149,225,860 | 0 | — | -149,225,860 |
| SNOWFLAKE INC(SNOW) | 2,027,604 | 1,926,250 | -101,354 | 444,775,213 | 290,517,025 | 5.10% | -154,258,188 |
| ALPHABET INC(GOOG) | 519,290 | 0 | -519,290 | 162,537,770 | 0 | — | -162,537,770 |
| MICROSOFT CORP(MSFT) | 1,277,352 | 1,183,632 | -93,720 | 617,752,974 | 438,145,057 | 7.69% | -179,607,917 |
| CONFLUENT INC | 6,933,250 | 0 | -6,933,250 | 209,661,480 | 0 | — | -209,661,480 |
| COUPANG INC(CPNG) | 15,676,794 | 0 | -15,676,794 | 369,815,571 | 0 | — | -369,815,571 |