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

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
META	META PLATFORMS INC	7.76%	1,354,990	$763,252,318	-598,383	-30.63%	$563.29	13F
ARM	ARM HOLDINGS PLC	5.92%	1,641,972	$582,194,012	-73,468	-4.28%	$354.57	13F
UBER	UBER TECHNOLOGIES INC	5.41%	7,372,440	$531,995,271	-599,332	-7.52%	$72.16	13F