Altimeter Capital Holdings

What Altimeter Capital actually owns, from its latest public 13F filing.

By AKA Studio

What’s inside

• NVDA NVIDIA: 19.2% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• META Meta: 7.8% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• TSM TSMC: 6.9% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• CRWV CoreWeave: 6.2% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• ARM Arm Holdings: 5.9% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• AMZN Amazon: 5.9% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• UBER Uber: 5.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• SNOW SNOWFLAKE INC: 5.0% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• MSFT Microsoft: 4.8% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• QCOM Qualcomm: 3.5% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• SPCX SpaceX: 3.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• MU Micron: 2.5% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• AMAT Applied Materials: 1.9% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• KLAC KLA: 1.8% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• LRCX Lam Research: 1.7% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• HOOD Robinhood Markets: 0.9% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• GOOGL Alphabet: 0.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• SNPS Synopsys: 0.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.

For learning only. Not investment advice.