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Gurus
Growth
ALTIMETER CAPITAL MANAGEMENT, LP (Data extracted from 13F, 13D, 13G and Form 4)

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ALTIMETER CAPITAL MANAGEMENT, LP

AUM: $10.71 B

13-F Portfolio Value: $9.83 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 83.26%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
NVDA	NVIDIA CORPORATION	19.16%	9,413,589	$1,883,565,023	77,550	0.83%	$200.09	13F
TSM	TAIWAN SEMICONDUCTOR MFG LTD	6.94%	1,429,355	$682,617,068	63,680	4.66%	$477.57	13F
CRWV	COREWEAVE INC	6.15%	6,073,695	$604,575,601	1,574,620	35%	$99.54	13F
AMZN	AMAZON COM INC	5.88%	2,425,351	$578,058,158	335,793	16.07%	$238.34	13F
MSFT	MICROSOFT CORP	4.81%	1,268,082	$473,019,948	84,450	7.13%	$373.02	13F