Altimeter Capital Management, LP
Top Portfolio Positions
12 positions ·
$5,699,025,062 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
9,336,039 | $1,628,205,201 | 28.57% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,953,373 | $1,117,583,294 | 19.61% | |
| UBER |
Uber Technologies, Inc
Technology
|
7,971,772 | $573,409,559 | 10.06% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,365,675 | $461,529,866 | 8.10% | |
| MSFT |
Microsoft Corp
Technology
|
1,183,632 | $438,145,057 | 7.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,089,558 | $435,192,244 | 7.64% | |
| CRWV |
CoreWeave, Inc.
Technology
|
4,499,075 | $348,543,340 | 6.12% | |
| SNOW |
Snowflake Inc.
Technology
|
1,926,250 | $290,517,025 | 5.10% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
1,715,440 | $259,511,763 | 4.55% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
148,986 | $63,272,864 | 1.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,511,763 | 1,715,440 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $155,375,687 | 1,098,139 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $150,937,061 | 933,208 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,752,324 | 175,600 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||