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Altimeter Capital Management, LP
33%held throughout
Sorted by portfolio weight, high to low
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 18.8% | Reduced7.4% | 7,644,898 | $186.58 | $1.43B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 18.1%-1.9% | Reduced0.6% | 1,865,938 | $734.38 | $1.37B |
| MSFTMICROSOFT CORPInformation Technology | 7.9%+0.3% | Increased9.8% | 1,162,092 | $517.95 | $601.9M |
| SNOWSNOWFLAKE INCInformation Technology | 7.2%-1.9% | Reduced14.1% | 2,428,384 | $225.55 | $547.7M |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 7.2%-0.8% | Reduced6.1% | 5,588,792 | $97.97 | $547.5M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 6.3%+1.6% | Increased48.0% | 2,167,474 | $219.57 | $475.9M |
| HOODROBINHOOD MARKETS INC - AFinancials | 4.9%+0.5% | Reduced20.0% | 2,596,875 | $143.18 | $371.8M |
| CPNGCOUPANG INCConsumer Discretionary | 4.3%-0.7% | Reduced12.3% | 10,024,584 | $32.20 | $322.8M |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 3.9%+1.1% | Increased23.2% | 1,068,677 | $279.29 | $298.5M |
| AVGONEWBROADCOM INCInformation Technology | 3.2%+3.2% | New | 744,776 | $329.91 | $245.7M |
| 8QRCONFLUENT INC-CLASS AUnclassified | 2.9%-2.6% | Reduced27.5% | 11,281,793 | $19.80 | $223.4M |
| PDDNEWPDD HOLDINGS INCConsumer Discretionary | 2.4%+2.4% | New | 1,371,680 | $132.17 | $181.3M |
| BABANEWALIBABA GROUP HOLDING-SP ADRConsumer Discretionary | 2.3%+2.3% | New | 969,100 | $178.73 | $173.2M |
| ZZILLOW GROUP INC - CConsumer Discretionary | 2.2%-0.2% | Reduced8.4% | 2,187,421 | $77.05 | $168.5M |
| ARMARM HOLDINGS PLC-ADRInformation Technology | 2.0%-0.1% | Increased17.7% | 1,098,139 | $141.49 | $155.4M |
| SNPSNEWSYNOPSYS INCInformation Technology | 1.7%+1.7% | New | 258,280 | $493.39 | $127.4M |
| CARTMAPLEBEAR INCConsumer Discretionary | 1.6%-1.1% | Reduced21.1% | 3,324,951 | $36.76 | $122.2M |
| MELIMERCADOLIBRE INCConsumer Discretionary | 1.2%-0.6% | Reduced18.7% | 37,841 | $2336.94 | $88.4M |
| GOOGLNEWALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 1.0%+1.0% | New | 313,132 | $243.10 | $76.1M |
| GEMINEWGEMINI SPACE STATION INC-AFinancials | 0.5%+0.5% | New | 1,600,000 | $23.96 | $38.3M |
| PTRNNEWPATTERN GROUP INC-CL AConsumer Discretionary | 0.1%+0.1% | New | 721,430 | $13.70 | $9.88M |
| NTSKNEWNETSKOPE INC-CL AInformation Technology | 0.1%+0.1% | New | 325,000 | $22.73 | $7.39M |
| Ticker unavailableGRAB HOLDINGS LIMITEDUnclassified | 0.0% | Unchanged | 3,502,000 | $0.50 | $1.76M |