Altimeter Capital Management 13F filings

NVIDIA Corp.

9,413,589 sh

77,550 sh
1%

$1,883,565

$255,360

CEREBRAS SYSTEMS INC COM CL A

7,225,037 sh

7,225,037 sh
NEW

$1,596,733

Meta Platforms, Inc.

1,354,990 sh

-598,383 sh
-31%

$763,252

-$354,331

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,429,355 sh

63,680 sh
5%

$682,617

$221,087

COREWEAVE INC COM CL A

6,073,695 sh

1,574,620 sh
35%

$604,576

$256,033

ARM HOLDINGS PLC SPONSORED ADR

1,641,972 sh

-73,468 sh
-4%

$582,194

$322,682

Amazon.com Inc

2,425,351 sh

335,793 sh
16%

$578,058

$142,866

Uber Technologies Inc

7,372,440 sh

-599,332 sh
-8%

$531,995

-$41,415

Snowflake Inc.

1,926,250 sh

$490,231

Microsoft Corp

1,268,082 sh

84,450 sh
7%

$473,020

$34,875

QUALCOMM Inc.

1,882,490 sh

1,882,490 sh
NEW

$347,865

SPACE EXPLORATION Common Stock

1,776,485 sh

1,776,485 sh
NEW

$303,530

Micron Technology Inc

209,520 sh

209,520 sh
NEW

$241,847

Applied Materials Inc.

261,950 sh

261,950 sh
NEW

$189,390

KLA Corp.

578,230 sh

578,230 sh
NEW

$174,458

Lam Research COM

394,080 sh

394,080 sh
NEW

$170,767

ROBINHOOD MKTS INC COM CL A

899,691 sh

$90,221

Alphabet Inc

175,180 sh

175,180 sh
NEW

$62,604

Synopsys Inc

140,343 sh

140,343 sh
NEW

$62,603

GRAB HOLDINGS LIMITED *W EXP 12/01/202

3,502,000 sh

3,502,000 sh
NEW

$151

Axon Enterprise Inc

0 sh

-148,986 sh
-100%

$0

-$63,273

Broadcom Inc

0 sh

-67,094 sh
-100%

$0

-$20,766

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

0 sh

-3,502,000 sh
-100%

$0

-$263

Altimeter Capital Management 13F filings

Holdings as of 2026-06-30