Altimeter Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Altimeter Capital Management, LP held in its portfolio 18 assets valued at $6,661,973,445 (i.e. $6.66B).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($1.51B), META PLATFORMS INC ($1.22B), and MICROSOFT CORP ($617.75M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Altimeter Capital Management, LP Portfolio

NVIDIA CORPORATION

META PLATFORMS INC

MICROSOFT CORP

AMAZON COM INC

UBER TECHNOLOGIES INC

SNOWFLAKE INC

TAIWAN SEMICONDUCTOR MFG LTD

COUPANG INC

COREWEAVE INC

CONFLUENT INC

Altimeter Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NVIDIA CORPORATION	8099773	1510607666	COM
META PLATFORMS INC	1845368	1218108963	CL A
MICROSOFT CORP	1277352	617752974	COM
AMAZON COM INC	2215660	511418641	COM
UBER TECHNOLOGIES INC	5588792	456660194	COM
SNOWFLAKE INC	2027604	444775213	COM SHS
TAIWAN SEMICONDUCTOR MFG LTD	1219227	370510893	SPONSORED ADS
COUPANG INC	15676794	369815571	CL A
COREWEAVE INC	3213230	230099400	COM CL A
CONFLUENT INC	6933250	209661480	CLASS A COM
ALPHABET INC	519290	162537770	CAP STK CL A
ZILLOW GROUP INC	2187421	149225860	CL C CAP STK
ROBINHOOD MKTS INC	1293292	146271326	COM CL A
MERCADOLIBRE INC	68480	137936524	COM
SHOPIFY INC	570210	91786704	CL A SUB VTG
BLOOM ENERGY CORP	260730	22654831	COM CL A
BROADCOM INC	32129	11119847	COM
GRAB HOLDINGS LIMITED	3502000	1029588	W EXP 12/1/202