Quarter snapshot
Altimeter Capital Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $6,661,973,445
- Positions
- 18
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | NVDA | No prior filing | 22.68% |
| ≡ | META | No prior filing | 18.28% |
| ≡ | MSFT | No prior filing | 9.27% |
| ≡ | AMZN | No prior filing | 7.68% |
| ≡ | UBER | No prior filing | 6.85% |
| ≡ | SNOW | No prior filing | 6.68% |
| ≡ | TSM | No prior filing | 5.56% |
| ≡ | CPNG | No prior filing | 5.55% |
| ≡ | CRWV | No prior filing | 3.45% |
| ≡ | CFLT | No prior filing | 3.15% |
| ≡ | GOOG | No prior filing | 2.44% |
| ≡ | Z | No prior filing | 2.24% |
| ≡ | HOOD | No prior filing | 2.2% |
| ≡ | MELI | No prior filing | 2.07% |
| ≡ | SHOP | No prior filing | 1.38% |
| ≡ | BE | No prior filing | 0.34% |
| ≡ | AVGO | No prior filing | 0.17% |
| ≡ | Unmapped CUSIP | No prior filing | 0.02% |