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Altimeter Capital Management, LP
18%held throughout
10 new positions and 3 sold; the largest portfolio-weight shift was CEREBRAS SYSTEMS INC entering at 16.2%.
Sorted by portfolio weight, high to low
| NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026) | 19.2%-9.4% | Increased0.8% | 9,413,589 | $200.09 | $1.88B |
| Ticker unavailableNEWCEREBRAS SYSTEMS INCUnclassified | 16.2%+16.2% | New | 7,225,037 | $221.00 | $1.60B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 7.8%-11.8% | Reduced30.6% | 1,354,990 | $563.29 | $763.3M |
| TSMTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026) | 6.9%-1.2% | Increased4.7% | 1,429,355 | $477.57 | $682.6M |
| CRWVCOREWEAVE INC-CL AInformation Technology | 6.2% | Increased35.0% | 6,073,695 | $99.54 | $604.6M |
| ARMARM HOLDINGS PLC-ADRInformation Technology | 5.9%+1.4% | Reduced4.3% | 1,641,972 | $354.57 | $582.2M |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 5.9%-1.8% | Increased16.1% | 2,425,351 | $238.34 | $578.1M |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 5.4%-4.6% | Reduced7.5% | 7,372,440 | $72.16 | $532.0M |
| SNOWSNOWFLAKE INCInformation Technology | 5.0%-0.1% | Unchanged | 1,926,250 | $254.50 | $490.2M |
| MSFTMICROSOFT CORPInformation Technology | 4.8%-2.9% | Increased7.1% | 1,268,082 | $373.02 | $473.0M |
| QCOMNEWQUALCOMM INCInformation Technology | 3.5%+3.5% | New | 1,882,490 | $184.79 | $347.9M |
| SPCXNEWSPACE EXPLORATION TECHN-CL ACommunication Services | 3.1%+3.1% | New | 1,776,485 | $170.86 | $303.5M |
| MUNEWMICRON TECHNOLOGY INCInformation Technology | 2.5%+2.5% | New | 209,520 | $1154.29 | $241.8M |
| AMATNEWAPPLIED MATERIALS INCInformation Technology | 1.9%+1.9% | New | 261,950 | $723.00 | $189.4M |
| KLACNEWKLA CORPIndustrials | 1.8%+1.8% | New | 578,230 | $301.71 | $174.5M |
| LRCXNEWLAM RESEARCH CORPInformation Technology | 1.7%+1.7% | New | 394,080 | $433.33 | $170.8M |
| HOODROBINHOOD MARKETS INC - AFinancials | 0.9%-0.2% | Unchanged | 899,691 | $100.28 | $90.2M |
| GOOGLNEWALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 0.6%+0.6% | New | 175,180 | $357.37 | $62.6M |
| SNPSNEWSYNOPSYS INCInformation Technology | 0.6%+0.6% | New | 140,343 | $446.07 | $62.6M |
| Ticker unavailableNEWGRAB HOLDINGS LIMITEDUnclassified | 0.0% | New | 3,502,000 | $0.04 | $150.6K |