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 |
|---|---|---|---|---|
| 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
Holdings in UBER
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $573,409,559 | 7,971,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $456,660,194 | 5,588,792 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $547,533,952 | 5,588,792 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $555,424,603 | 5,953,104 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $412,846,763 | 5,666,302 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $337,115,933 | 5,588,792 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,002,378,856 | 13,336,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $982,274,560 | 13,515,060 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,026,784,834 | 13,336,600 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $821,134,462 | 13,336,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $613,350,234 | 13,336,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $575,741,022 | 13,336,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $422,770,220 | 13,336,600 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $344,429,548 | 13,927,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $412,806,400 | 15,577,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $318,717,696 | 15,577,600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $606,916,800 | 17,010,000 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $482,195,000 | 11,500,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,097,600,000 | 24,500,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,227,940,000 | 24,500,000 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $1,548,683,610 | 28,411,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,448,961,000 | 28,411,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,072,913,280 | 29,411,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $898,553,880 | 28,911,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $869,764,621 | 31,152,028 | Shares | Sole | 2020-05-15 | |
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