Filed: 8/14/2026ACC: 0001541617-26-000008
📋 What this filing means
ALTIMETER CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $9.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$9.83B
Total AUM (reported)
49.95M
Total Shares
Allocation by class
COM$4.31B43.8%
COM CL A$2.29B23.3%
SPONSORED ADS$1.26B12.9%
CL A$763.25M7.8%
COM SHS$490.23M5.0%
COM NEW$345.22M3.5%
CLASS A COM STK$303.53M3.1%
Portfolio Concentration
Top 3$4.24B43.2%
4–10$3.94B40.1%
11–25$1.64B16.7%
Top 3 weight
43.2%
Top 10 weight
83.3%
Voting Authority Distribution
Total shares with voting rights: 49.95M
Sole
Full voting authority
42.59M
shares
% of voting shares85.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.36M
shares
% of voting shares14.7%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 85.3% of voting shares
Institutional Holdings20
Rows:
NVIDIA CORPORATION
SOLEShares9.41M
TypeSH
Market value$1.88B
19.16%
Sole
7.95M
Shared
0.00
None
1.46M
CEREBRAS SYSTEMS INC
SOLEShares7.23M
TypeSH
Market value$1.60B
16.24%
Sole
7.23M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.35M
TypeSH
Market value$763.25M
7.76%
Sole
1.32M
Shared
0.00
None
30.09K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.43M
TypeSH
Market value$682.62M
6.94%
Sole
1.05M
Shared
0.00
None
381K
COREWEAVE INC
SOLEShares6.07M
TypeSH
Market value$604.58M
6.15%
Sole
4.18M
Shared
0.00
None
1.89M
ARM HOLDINGS PLC
SOLEShares1.64M
TypeSH
Market value$582.19M
5.92%
Sole
1.57M
Shared
0.00
None
76.70K
AMAZON COM INC
SOLEShares2.43M
TypeSH
Market value$578.06M
5.88%
Sole
1.87M
Shared
0.00
None
556.97K
UBER TECHNOLOGIES INC
SOLEShares7.37M
TypeSH
Market value$532.00M
5.41%
Sole
5.73M
Shared
0.00
None
1.65M
SNOWFLAKE INC
SOLEShares1.93M
TypeSH
Market value$490.23M
4.99%
Sole
1.93M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.27M
TypeSH
Market value$473.02M
4.81%
Sole
1.18M
Shared
0.00
None
84.45K
QUALCOMM INC
SOLEShares1.88M
TypeSH
Market value$347.87M
3.54%
Sole
1.22M
Shared
0.00
None
666.68K
SPACE EXPLORATION TECHN CORP
SOLEShares1.78M
TypeSH
Market value$303.53M
3.09%
Sole
1.78M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares209.52K
TypeSH
Market value$241.85M
2.46%
Sole
174.56K
Shared
0.00
None
34.96K
APPLIED MATLS INC
SOLEShares261.95K
TypeSH
Market value$189.39M
1.93%
Sole
169.93K
Shared
0.00
None
92.02K
KLA CORP
SOLEShares578.23K
TypeSH
Market value$174.46M
1.77%
Sole
375.11K
Shared
0.00
None
203.12K
LAM RESEARCH CORP
SOLEShares394.08K
TypeSH
Market value$170.77M
1.74%
Sole
255.65K
Shared
0.00
None
138.43K
ROBINHOOD MKTS INC
SOLEShares899.69K
TypeSH
Market value$90.22M
0.92%
Sole
899.69K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares175.18K
TypeSH
Market value$62.60M
0.64%
Sole
123.89K
Shared
0.00
None
51.29K
SYNOPSYS INC
SOLEShares140.34K
TypeSH
Market value$62.60M
0.64%
Sole
96.18K
Shared
0.00
None
44.16K
GRAB HOLDINGS LIMITED
SOLEShares3.50M
TypeSH
Market value$150.6K
<0.01%
Sole
3.50M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 9.41M | SH | $1.88B 19.16% | 7.95M | 0.00 | 1.46M |
CEREBRAS SYSTEMS INCSOLE | COM CL A | 7.23M | SH | $1.60B 16.24% | 7.23M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.35M | SH | $763.25M 7.76% | 1.32M | 0.00 | 30.09K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.43M | SH | $682.62M 6.94% | 1.05M | 0.00 | 381K |
COREWEAVE INCSOLE | COM CL A | 6.07M | SH | $604.58M 6.15% | 4.18M | 0.00 | 1.89M |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 1.64M | SH | $582.19M 5.92% | 1.57M | 0.00 | 76.70K |
AMAZON COM INCSOLE | COM | 2.43M | SH | $578.06M 5.88% | 1.87M | 0.00 | 556.97K |
UBER TECHNOLOGIES INCSOLE | COM | 7.37M | SH | $532.00M 5.41% | 5.73M | 0.00 | 1.65M |
SNOWFLAKE INCSOLE | COM SHS | 1.93M | SH | $490.23M 4.99% | 1.93M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.27M | SH | $473.02M 4.81% | 1.18M | 0.00 | 84.45K |
QUALCOMM INCSOLE | COM | 1.88M | SH | $347.87M 3.54% | 1.22M | 0.00 | 666.68K |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 1.78M | SH | $303.53M 3.09% | 1.78M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 209.52K | SH | $241.85M 2.46% | 174.56K | 0.00 | 34.96K |
APPLIED MATLS INCSOLE | COM | 261.95K | SH | $189.39M 1.93% | 169.93K | 0.00 | 92.02K |
KLA CORPSOLE | COM NEW | 578.23K | SH | $174.46M 1.77% | 375.11K | 0.00 | 203.12K |
LAM RESEARCH CORPSOLE | COM NEW | 394.08K | SH | $170.77M 1.74% | 255.65K | 0.00 | 138.43K |
ROBINHOOD MKTS INCSOLE | COM CL A | 899.69K | SH | $90.22M 0.92% | 899.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 175.18K | SH | $62.60M 0.64% | 123.89K | 0.00 | 51.29K |
SYNOPSYS INCSOLE | COM | 140.34K | SH | $62.60M 0.64% | 96.18K | 0.00 | 44.16K |
GRAB HOLDINGS LIMITEDSOLE | W EXP 12/1/202 | 3.50M | SH | $150.6K <0.01% | 3.50M | 0.00 | 0.00 |