SEC EDGAR Form 13F
Altimeter Capital Management
Altimeter Capital Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 13 long U.S. equity positions, $5.7B reported value for the period ended Mar 31, 2026, led by NVIDIA CORPORATION, META PLATFORMS INC, and UBER TECHNOLOGIES INC.
CIK: 1541617 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$5.7B
Positions
13
Key person
13F reporting manager
Style
Institutional 13F
Top holding
NVDA · NVIDIA CORPORATION
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1541617
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →NVDA
NVIDIA CORPORATION
Portfolio weight
28.57%
META
META PLATFORMS INC
Portfolio weight
19.61%
UBER
UBER TECHNOLOGIES INC
Portfolio weight
10.06%
TSM
TAIWAN SEMICONDUCTOR MFG LTD
Portfolio weight
8.10%
MSFT
MICROSOFT CORP
Portfolio weight
7.69%
Top reported holdings
Showing the top 13 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 9.3M | $1.6B | 28.57% | +15.3% |
| 2 | META | META PLATFORMS INC | 2.0M | $1.1B | 19.61% | +5.8% |
| 3 | UBER | UBER TECHNOLOGIES INC | 8.0M | $573M | 10.06% | +42.6% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.4M | $462M | 8.10% | +12.0% |
| 5 | MSFT | MICROSOFT CORP | 1.2M | $438M | 7.69% | -7.3% |
| 6 | AMZN | AMAZON COM INC | 2.1M | $435M | 7.64% | -5.7% |
| 7 | CRWV | COREWEAVE INC | 4.5M | $349M | 6.12% | +40.0% |
| 8 | SNOW | SNOWFLAKE INC | 1.9M | $291M | 5.10% | -5.0% |
| 9 | ARM | ARM HOLDINGS PLC | 1.7M | $260M | 4.55% | -- |
| 10 | AXON | AXON ENTERPRISE INC | 149.0K | $63M | 1.11% | -- |
| 11 | HOOD | ROBINHOOD MKTS INC | 899.7K | $62M | 1.09% | -30.4% |
| 12 | AVGO | BROADCOM INC | 67.1K | $21M | 0.36% | +108.8% |
| 13 | AGCWW | GRAB HOLDINGS LIMITED | 3.5M | $262,650.00 | 0.00% | +0.0% |
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