Manager activity
Altimeter Capital Management, LP
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 2
Add · 6
Reduce · 4
Exit · 7
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | COUPANG INC | -15,676,794 | Exit | -5.55 pp | 5/15/2026 |
| New | ARM HOLDINGS PLC | +1,715,440 | New | +4.55 pp | 5/15/2026 |
| Exit | CONFLUENT INC | -6,933,250 | Exit | -3.15 pp | 5/15/2026 |
| Reduce | MICROSOFT CORP | -93,720 | -7.3% | -1.59 pp | 5/15/2026 |
| Exit | ALPHABET INC | -519,290 | Exit | -2.44 pp | 5/15/2026 |
| Reduce | SNOWFLAKE INC | -101,354 | -5.0% | -1.58 pp | 5/15/2026 |
| Exit | ZILLOW GROUP INC | -2,187,421 | Exit | -2.24 pp | 5/15/2026 |
| Exit | MERCADOLIBRE INC | -68,480 | Exit | -2.07 pp | 5/15/2026 |
| Add | COREWEAVE INC | +1,285,845 | +40.0% | +2.66 pp | 5/15/2026 |
| Add | NVIDIA CORPORATION | +1,236,266 | +15.3% | +5.89 pp | 5/15/2026 |
| Add | UBER TECHNOLOGIES INC | +2,382,980 | +42.6% | +3.21 pp | 5/15/2026 |
| Add | META PLATFORMS INC | +108,005 | +5.9% | +1.32 pp | 5/15/2026 |
| Exit | SHOPIFY INC | -570,210 | Exit | -1.38 pp | 5/15/2026 |
| Add | TAIWAN SEMICONDUCTOR MFG LTD | +146,448 | +12.0% | +2.54 pp | 5/15/2026 |
| Reduce | ROBINHOOD MKTS INC | -393,601 | -30.4% | -1.10 pp | 5/15/2026 |
| Reduce | AMAZON COM INC | -126,102 | -5.7% | -0.04 pp | 5/15/2026 |
| New | AXON ENTERPRISE INC | +148,986 | New | +1.11 pp | 5/15/2026 |
| Exit | BLOOM ENERGY CORP | -260,730 | Exit | -0.34 pp | 5/15/2026 |
| Add | BROADCOM INC | +34,965 | +108.8% | +0.20 pp | 5/15/2026 |