Manager
Altimeter Capital Management, LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Exit | COUPANG INC | -15,676,794 | -5.55 pp |
| New | ARM HOLDINGS PLC | +1,715,440 | +4.55 pp |
| Exit | CONFLUENT INC | -6,933,250 | -3.15 pp |
| Reduce | MICROSOFT CORP | -93,720 | -1.59 pp |
| Exit | ALPHABET INC | -519,290 | -2.44 pp |
| Reduce | SNOWFLAKE INC | -101,354 | -1.58 pp |
| Exit | ZILLOW GROUP INC | -2,187,421 | -2.24 pp |
| Exit | MERCADOLIBRE INC | -68,480 | -2.07 pp |
| Add | COREWEAVE INC | +1,285,845 | +2.66 pp |
| Add | NVIDIA CORPORATION | +1,236,266 | +5.89 pp |
| Add | UBER TECHNOLOGIES INC | +2,382,980 | +3.21 pp |
| Add | META PLATFORMS INC | +108,005 | +1.32 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000154161726000006 | Q1 2026 | 13 | 5,699,287,719 | 13F-HR | 5/15/2026 | Altimeter Capital Management, LP |
| 000154161726000002 | Q4 2025 | 18 | 6,661,973,445 | 13F-HR | 2/17/2026 | Altimeter Capital Management, LP |
| 000154161725000013 | Q3 2025 | 23 | 7,581,939,536 | 13F-HR | 11/14/2025 | Altimeter Capital Management, LP |
| 000154161725000009 | Q2 2025 | 18 | 6,930,626,980 | 13F-HR | 8/14/2025 | Altimeter Capital Management, LP |
| 000154161725000005 | Q1 2025 | 22 | 4,971,096,519 | 13F-HR | 5/15/2025 | Altimeter Capital Management, LP |
| 000154161725000002 | Q4 2024 | 24 | 5,545,911,561 | 13F-HR | 2/14/2025 | Altimeter Capital Management, LP |
| 000154161724000009 | Q3 2024 | 23 | 6,753,620,788 | 13F-HR | 11/14/2024 | Altimeter Capital Management, LP |