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) | 0 | 4,499,075 | +4,499,075 | 0 | 348,543,341 | 6.12% | +348,543,341 |
| NVIDIA CORPORATION(NVDA) | 0 | 9,336,039 | +9,336,039 | 0 | 1,628,205,202 | 28.57% | +1,628,205,202 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 7,971,772 | +7,971,772 | 0 | 573,409,561 | 10.06% | +573,409,561 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 1,365,675 | +1,365,675 | 0 | 461,529,866 | 8.10% | +461,529,866 |
| AXON ENTERPRISE INC(AXON) | 0 | 148,986 | +148,986 | 0 | 63,272,864 | 1.11% | +63,272,864 |
| BROADCOM INC(AVGO) | 0 | 67,094 | +67,094 | 0 | 20,766,265 | 0.36% | +20,766,265 |
| GRAB HOLDINGS LIMITED | 0 | 3,502,000 | +3,502,000 | 0 | 262,650 | 0.00% | +262,650 |
| BLOOM ENERGY CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AMAZON COM INC(AMZN) | 0 | 2,089,558 | +2,089,558 | 0 | 435,192,245 | 7.64% | +435,192,245 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 899,691 | +899,691 | 0 | 62,348,586 | 1.09% | +62,348,586 |
| SHOPIFY INC(SHOP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| META PLATFORMS INC(META) | 0 | 1,953,373 | +1,953,373 | 0 | 1,117,583,294 | 19.61% | +1,117,583,294 |
| MERCADOLIBRE INC(MELI) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ZILLOW GROUP INC(Z) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SNOWFLAKE INC(SNOW) | 0 | 1,926,250 | +1,926,250 | 0 | 290,517,025 | 5.10% | +290,517,025 |
| ALPHABET INC(GOOG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MICROSOFT CORP(MSFT) | 0 | 1,183,632 | +1,183,632 | 0 | 438,145,057 | 7.69% | +438,145,057 |
| CONFLUENT INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| COUPANG INC(CPNG) | 0 | 0 | 0 | 0 | 0 | — | 0 |