Altimeter Capital Management, LP

CIK

1541617

City

MENLO PARK

State / Country

Stock

SNOW — Snowflake Inc.

Top Portfolio Positions

12 positions · $5,699,025,062 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$290,517,025	1,926,250	-5.0%	Shares	Sole	2026-05-15
2025-12-31	$444,775,213	2,027,604	-16.5%	Shares	Sole	2026-02-17
2025-09-30	$547,722,011	2,428,384	-14.1%	Shares	Sole	2025-11-14
2025-06-30	$632,291,225	2,825,630	-4.1%	Shares	Sole	2025-08-14
2025-03-31	$430,789,645	2,947,384	-40.8%	Shares	Sole	2025-05-15
2024-12-31	$768,700,847	4,978,310	-42.4%	Shares	Sole	2025-02-14
2024-09-30	$993,304,570	8,647,959	-9.5%	Shares	Sole	2024-11-14
2024-06-30	$1,290,210,277	9,550,746	-7.1%	Shares	Sole	2024-08-14
2024-03-31	$1,661,423,982	10,281,089	-17.3%	Shares	Sole	2024-05-15
2023-12-31	$2,472,563,856	12,424,944	-19.3%	Shares	Sole	2024-02-14
2023-09-30	$2,352,678,471	15,400,134	+0.2%	Shares	Sole	2023-11-14
2023-06-30	$2,704,717,394	15,369,459	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,371,353,829	15,369,459	0.0%	Shares	Sole	2023-05-16
2022-12-31	$2,206,132,144	15,369,459	-9.6%	Shares	Sole	2023-02-14
2022-09-30	$2,889,625,248	17,001,796	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,364,269,751	17,001,796	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$3,904,786,717	17,041,796	+0.2%	Shares	Sole	2022-05-17
2021-12-31	$5,759,358,395	17,001,796	-19.2%	Shares	Sole	2022-02-14
2021-09-30	$6,362,320,619	21,037,333	-15.6%	Shares	Sole	2021-11-15
2021-06-30	$6,026,765,378	24,924,588	-22.6%	Shares	Sole	2021-10-07
2021-03-31	$7,387,649,222	32,221,080	+239.5%	Shares	Sole	2021-05-17
2020-12-31	$2,670,929,205	9,491,575	+2159.9%	Shares	Sole	2021-02-16
2020-09-30	$105,420,000	420,000	—	Shares	Sole	2020-11-16
No 13F history on record for this holder in this stock.