English 13F investor view
Altimeter Capital Management, LP
SEC 13F holding rows linked to this institution. The page separates new or increased positions, reduced or sold positions, and unchanged positions.
Quarter
2026 Q1
Holding rows
20
Priced rows
19
Tickers
20
Average return
+22.3%
New or increased
8
Reduced or sold
12
Unchanged
0
Highest-return holding row
BE
BLOOM ENERGY CORP
Sold out · May 15, 2026 · Filing price $86.89 · Current $269.57
+210.2%
Mar 31, 2026
Ranked rows
Holding rows by current return
BE
BLOOM ENERGY CORP
+210.2%
Sold out · May 15, 2026
Filing $86.89 · Current $269.57
ARM
ARM HOLDINGS PLC
+98.6%
New · May 15, 2026
Filing $151.28 · Current $300.43
SNOW
SNOWFLAKE INC
+74.2%
Reduced · May 15, 2026
Filing $150.82 · Current $262.74
HOOD
ROBINHOOD MKTS INC
+62.9%
Reduced · May 15, 2026
Filing $69.30 · Current $112.90
AXON
AXON ENTERPRISE INC
+50.8%
New · May 15, 2026
Filing $424.69 · Current $640.46
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+28.0%
Increased · May 15, 2026
Filing $337.95 · Current $432.57
AVGO
BROADCOM INC
+19.8%
Increased · May 15, 2026
Filing $309.51 · Current $370.78
AMZN
AMAZON COM INC
+18.1%
Reduced · May 15, 2026
Filing $208.27 · Current $245.98
GOOGL
ALPHABET INC
+17.3%
Sold out · May 15, 2026
Filing $313.00 · Current $367.03
Latest rows
Most recent 13F records
NVDA
May 15, 2026
NVIDIA CORPORATION · Increased
+12.9%
META
May 15, 2026
META PLATFORMS INC · Increased
+7.6%
UBER
May 15, 2026
UBER TECHNOLOGIES INC · Increased
+3.3%
TSM
May 15, 2026
TAIWAN SEMICONDUCTOR MFG LTD · Increased
+28.0%
MSFT
May 15, 2026
MICROSOFT CORP · Reduced
+5.0%
AMZN
May 15, 2026
AMAZON COM INC · Reduced
+18.1%
CRWV
May 15, 2026
COREWEAVE INC · Increased
+7.8%
SNOW
May 15, 2026
SNOWFLAKE INC · Reduced
+74.2%
ARM
May 15, 2026
ARM HOLDINGS PLC · New
+98.6%
AXON
May 15, 2026
AXON ENTERPRISE INC · New
+50.8%
HOOD
May 15, 2026
ROBINHOOD MKTS INC · Reduced
+62.9%
AVGO
May 15, 2026
BROADCOM INC · Increased
+19.8%
CPNG
May 15, 2026
COUPANG INC · Sold out
-21.4%
CFLT
May 15, 2026
CONFLUENT INC · Sold out
N/A
GOOGL
May 15, 2026
ALPHABET INC · Sold out
+17.3%
Z
May 15, 2026
ZILLOW GROUP INC · Sold out
-51.9%
MELI
May 15, 2026
MERCADOLIBRE INC · Sold out
-10.0%
SHOP
May 15, 2026
SHOPIFY INC · Sold out
-24.3%