Loading
Loading
Loading
Loading
Loading
Altimeter Capital Management, LP
37%held throughout
Sorted by portfolio weight, high to low
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 28.6%+5.9% | Increased15.3% | 9,336,039 | $174.40 | $1.63B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 19.6%+1.3% | Increased5.9% | 1,953,373 | $572.13 | $1.12B |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 10.1%+3.2% | Increased42.6% | 7,971,772 | $71.93 | $573.4M |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 8.1%+2.5% | Increased12.0% | 1,365,675 | $337.95 | $461.5M |
| MSFTMICROSOFT CORPInformation Technology | 7.7%-1.6% | Reduced7.3% | 1,183,632 | $370.17 | $438.1M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 7.6% | Reduced5.7% | 2,089,558 | $208.27 | $435.2M |
| CRWVCOREWEAVE INC-CL AInformation Technology | 6.1%+2.7% | Increased40.0% | 4,499,075 | $77.47 | $348.5M |
| SNOWSNOWFLAKE INCInformation Technology | 5.1%-1.6% | Reduced5.0% | 1,926,250 | $150.82 | $290.5M |
| ARMNEWARM HOLDINGS PLC-ADRInformation Technology | 4.6%+4.6% | New | 1,715,440 | $151.28 | $259.5M |
| AXONNEWAXON ENTERPRISE INCIndustrials | 1.1%+1.1% | New | 148,986 | $424.69 | $63.3M |
| HOODROBINHOOD MARKETS INC - AFinancials | 1.1%-1.1% | Reduced30.4% | 899,691 | $69.30 | $62.3M |
| AVGOBROADCOM INCInformation Technology | 0.4%+0.2% | Increased108.8% | 67,094 | $309.51 | $20.8M |
| Ticker unavailableGRAB HOLDINGS LIMITEDUnclassified | 0.0% | Unchanged | 3,502,000 | $0.07 | $262.7K |