Filed: 5/15/2026ACC: 0001541617-26-000006
📋 What this filing means
ALTIMETER CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $5.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$5.70B
Total AUM (reported)
36.66M
Total Shares
Allocation by class
COM$3.16B55.4%
CL A$1.12B19.6%
SPONSORED ADS$721.04M12.7%
COM CL A$410.89M7.2%
COM SHS$290.52M5.1%
W EXP 12/1/202$262.6K0.0%
Portfolio Concentration
Top 3$3.32B58.2%
4–10$2.30B40.3%
11–25$83.38M1.5%
Top 3 weight
58.2%
Top 10 weight
98.5%
Voting Authority Distribution
Total shares with voting rights: 36.66M
Sole
Full voting authority
31.10M
shares
% of voting shares84.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.56M
shares
% of voting shares15.2%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 84.8% of voting shares
Institutional Holdings13
Rows:
NVIDIA CORPORATION
SOLEShares9.34M
TypeSH
Market value$1.63B
28.57%
Sole
7.82M
Shared
0.00
None
1.52M
META PLATFORMS INC
SOLEShares1.95M
TypeSH
Market value$1.12B
19.61%
Sole
1.87M
Shared
0.00
None
86.56K
UBER TECHNOLOGIES INC
SOLEShares7.97M
TypeSH
Market value$573.41M
10.06%
Sole
6.32M
Shared
0.00
None
1.65M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.37M
TypeSH
Market value$461.53M
8.10%
Sole
1.01M
Shared
0.00
None
354.20K
MICROSOFT CORP
SOLEShares1.18M
TypeSH
Market value$438.15M
7.69%
Sole
1.18M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.09M
TypeSH
Market value$435.19M
7.64%
Sole
1.84M
Shared
0.00
None
246.31K
COREWEAVE INC
SOLEShares4.50M
TypeSH
Market value$348.54M
6.12%
Sole
3.24M
Shared
0.00
None
1.26M
SNOWFLAKE INC
SOLEShares1.93M
TypeSH
Market value$290.52M
5.10%
Sole
1.93M
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares1.72M
TypeSH
Market value$259.51M
4.55%
Sole
1.28M
Shared
0.00
None
436.51K
AXON ENTERPRISE INC
SOLEShares148.99K
TypeSH
Market value$63.27M
1.11%
Sole
148.99K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares899.69K
TypeSH
Market value$62.35M
1.09%
Sole
899.69K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares67.09K
TypeSH
Market value$20.77M
0.36%
Sole
52.74K
Shared
0.00
None
14.35K
GRAB HOLDINGS LIMITED
SOLEShares3.50M
TypeSH
Market value$262.6K
<0.01%
Sole
3.50M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 9.34M | SH | $1.63B 28.57% | 7.82M | 0.00 | 1.52M |
META PLATFORMS INCSOLE | CL A | 1.95M | SH | $1.12B 19.61% | 1.87M | 0.00 | 86.56K |
UBER TECHNOLOGIES INCSOLE | COM | 7.97M | SH | $573.41M 10.06% | 6.32M | 0.00 | 1.65M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.37M | SH | $461.53M 8.10% | 1.01M | 0.00 | 354.20K |
MICROSOFT CORPSOLE | COM | 1.18M | SH | $438.15M 7.69% | 1.18M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.09M | SH | $435.19M 7.64% | 1.84M | 0.00 | 246.31K |
COREWEAVE INCSOLE | COM CL A | 4.50M | SH | $348.54M 6.12% | 3.24M | 0.00 | 1.26M |
SNOWFLAKE INCSOLE | COM SHS | 1.93M | SH | $290.52M 5.10% | 1.93M | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.72M | SH | $259.51M 4.55% | 1.28M | 0.00 | 436.51K |
AXON ENTERPRISE INCSOLE | COM | 148.99K | SH | $63.27M 1.11% | 148.99K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 899.69K | SH | $62.35M 1.09% | 899.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 67.09K | SH | $20.77M 0.36% | 52.74K | 0.00 | 14.35K |
GRAB HOLDINGS LIMITEDSOLE | W EXP 12/1/202 | 3.50M | SH | $262.6K <0.01% | 3.50M | 0.00 | 0.00 |