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FolioFact
Q2 2026
·
58/68 funds filed
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Some record dates are in the future and are excluded from the latest observation date.
Quarter snapshot
Altimeter Capital Management
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- Portfolio value
- $5,699,287,719
- Positions
- 13
| history |
Ticker↕ |
Change↕ |
% of portfolio↕ |
Shares / amount↕ |
Value↕ |
|
≡
|
BE
|
SOLD |
— |
— |
—
|
|
≡
|
SHOP
|
SOLD |
— |
— |
—
|
|
≡
|
MELI
|
SOLD |
— |
— |
—
|
|
≡
|
Z
|
SOLD |
— |
— |
—
|
|
≡
|
GOOG
|
SOLD |
— |
— |
—
|
|
≡
|
CFLT
|
SOLD |
— |
— |
—
|
|
≡
|
CPNG
|
SOLD |
— |
— |
—
|
|
≡
|
Unmapped CUSIP
|
|
0.0% |
3,502,000 |
$262,650
|
|
≡
|
AVGO
|
+109% |
0.36% |
67,094 |
$20,766,265
|
|
≡
|
HOOD
|
−30% |
1.09% |
899,691 |
$62,348,586
|
|
≡
|
AXON
|
Newly reported |
1.11% |
148,986 |
$63,272,864
|
|
≡
|
ARM
|
Newly reported |
4.55% |
1,715,440 |
$259,511,763
|
|
≡
|
SNOW
|
−5% |
5.1% |
1,926,250 |
$290,517,025
|
|
≡
|
CRWV
|
+40% |
6.12% |
4,499,075 |
$348,543,341
|
|
≡
|
AMZN
|
−6% |
7.64% |
2,089,558 |
$435,192,245
|
|
≡
|
MSFT
|
−7% |
7.69% |
1,183,632 |
$438,145,057
|
|
≡
|
TSM
|
+12% |
8.1% |
1,365,675 |
$461,529,866
|
|
≡
|
UBER
|
+43% |
10.06% |
7,971,772 |
$573,409,561
|
|
≡
|
META
|
+6% |
19.61% |
1,953,373 |
$1,117,583,294
|
|
≡
|
NVDA
|
+15% |
28.57% |
9,336,039 |
$1,628,205,202
|
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