Altimeter Capital Management — NVDA

How Altimeter Capital Management's position in NVIDIA CORPORATION changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	9,336,039	$1,628,205,202	28.57%	ADD
Q4 2025	8,099,773	$1,510,607,666	22.68%	NEW