13F HOLDINGS REPORT
Altimeter Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001541617-26-000002
Total Value
$6.66B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 8,099,773 | $1.51B | 22.68% |
| 2 | META PLATFORMS INC | META | 1,845,368 | $1.22B | 18.28% |
| 3 | MICROSOFT CORP | MSFT | 1,277,352 | $617.8M | 9.27% |
| 4 | AMAZON COM INC | AMZN | 2,215,660 | $511.4M | 7.68% |
| 5 | UBER TECHNOLOGIES INC | UBER | 5,588,792 | $456.7M | 6.85% |
| 6 | SNOWFLAKE INC | SNOW | 2,027,604 | $444.8M | 6.68% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,219,227 | $370.5M | 5.56% |
| 8 | COUPANG INC | CPNG | 15,676,794 | $369.8M | 5.55% |
| 9 | COREWEAVE INC | CRWV | 3,213,230 | $230.1M | 3.45% |
| 10 | CONFLUENT INC | 20717M103 | 6,933,250 | $209.7M | 3.15% |
| 11 | ALPHABET INC | GOOG | 519,290 | $162.5M | 2.44% |
| 12 | ZILLOW GROUP INC | Z | 2,187,421 | $149.2M | 2.24% |
| 13 | ROBINHOOD MKTS INC | 770700102 | 1,293,292 | $146.3M | 2.20% |
| 14 | MERCADOLIBRE INC | MELI | 68,480 | $137.9M | 2.07% |
| 15 | SHOPIFY INC | SHOP | 570,210 | $91.8M | 1.38% |
| 16 | BLOOM ENERGY CORP | BE | 260,730 | $22.7M | 0.34% |
| 17 | BROADCOM INC | AVGO | 32,129 | $11.1M | 0.17% |
| 18 | GRAB HOLDINGS LIMITED | GRABW | 3,502,000 | $1.0M | 0.02% |