Smart Money · 13F Portfolio
Altimeter Capital
TheDesperateTrader.com· latest reported equity holdings
Portfolio value
$5.7B
Positions
13
New this quarter
2
Reported
May 15
Altimeter Capital’s latest 13F equity portfolio, straight from its SEC filing on May 15, 2026. Positions are ranked by size; the ones Altimeter Capital opened or added to this quarter are flagged. This is what a 13F shows: reported long U.S. equity positions as of the quarter-end. It is not the full picture and it is not advice.
- 1
$NVDANvidia Corporation$1.63B28.6% of book
- 2
$METAMeta Platforms Inc$1.12B19.6% of book
- 3
$UBERAdded +43%Uber Technologies Inc$573M10.1% of book
- 4
$TSMTaiwan Semiconductor Mfg Ltd$462M8.1% of book
- 5
$MSFTMicrosoft Corp$438M7.7% of book
- 6
$AMZNAmazon Com Inc$435M7.6% of book
- 7
$CRWVAdded +40%Coreweave Inc$349M6.1% of book
- 8
$SNOWSnowflake Inc$291M5.1% of book
- 9Arm Holdings PlcNewArm Holdings Plc$260M4.6% of book
- 10
$AXONNewAxon Enterprise Inc$63M1.1% of book
- 11Robinhood Mkts IncTrimmedRobinhood Mkts Inc$62M1.1% of book
- 12
$AVGOAdded +109%Broadcom Inc$21M0.4% of book
- 13
$GRABGrab Holdings Limited$263K0.0% of book
Updated Jul 15, 8:30 PM. Sourced from SEC EDGAR 13F filings. Showing the top 13 positions by value.
Other filers
Berkshire HathawayCitadel AdvisorsRenaissance TechnologiesViking Global InvestorsCoatue ManagementTiger Global ManagementNVIDIABaker Bros. AdvisorsBridgewater AssociatesPershing SquareARK Investment ManagementLone Pine CapitalAppaloosaSoros Fund ManagementAlphabetAmazonThird PointGreenlight CapitalScion Asset ManagementBaupost Group