Arkolith/Funds/Altimeter Capital Management, LP

Altimeter Capital Management, LP

CIK 1541617Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Altimeter Capital Management, LP holds a concentrated book of 13 stocks worth $5.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Arm Holdings PLC-ADR and trimmed Microsoft Corp. Their largest long position is Nvidia Corp at 29% of the equity book.

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Use Arkolith to show Altimeter Capital Management, LP's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
6
existing
Trimmed
4
reduced
Sold out
7
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
74%
Top 10 holdings
99%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
80%
Industrials
11%
Consumer Discretionary
8%
Financials
1%
ETF / fund or unclassified
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

13 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.6B9.34M
28.6%
▲+15%
Added · +1.2M sh
2Meta Platforms Inc
CL A
$1.1B1.95M
19.6%
▲+5.8%
Added · +108K sh
3Uber Technologies Inc
COM
$573.4M7.97M
10.1%
▲+43%
Added · +2.4M sh
4Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$461.5M1.37M
8.1%
▲+12%
Added · +146K sh
5Microsoft Corp
COM
$438.1M1.18M
7.7%
▼−7.3%
Reduced · −94K sh
6Amazon Com Inc
COM
$435.2M2.09M
7.6%
▼−5.7%
Reduced · −126K sh
7Coreweave Inc
COM CL A
$348.5M4.50M
6.1%
▲+40%
Added · +1.3M sh
8Snowflake Inc
COM SHS
$290.5M1.93M
5.1%
▼−5.0%
Reduced · −101K sh
9Arm Holdings PLC
SPONSORED ADS
$259.5M1.72M
4.6%
▲New
New position
10Axon Enterprise Inc
COM
$63.3M149.0K
1.1%
▲New
New position
11Robinhood MKTS Inc
COM CL A
$62.3M899.7K
1.1%
▼−30%
Reduced · −394K sh
12Broadcom Inc
COM
$20.8M67.1K
0.4%
▲+109%
Added · +35K sh
13Grab Holdings Limited
W EXP 12/1/202
$263K3.50M
0.0%
—Held
Showing all 13 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202613$5.7B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202618$6.7B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202523$7.6B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202518$6.9B13F-HR
Q1 2025Mar 31, 2025May 15, 202522$5.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202524$5.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202423$6.8B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202420$6.7B13F-HR
Q1 2024Mar 31, 2024May 15, 202417$6.5B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202411$6.0B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202311$5.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202311$5.5B13F-HR
Q1 2023Mar 31, 2023May 16, 202311$4.6B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202311$3.7B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202217$4.7B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202216$4.4B13F-HR
Q1 2022Mar 31, 2022May 17, 202222$6.9B13F-HR/A
Q4 2021Dec 31, 2021Feb 14, 202225$10.5B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202131$12.5B13F-HR
Q2 2021Jun 30, 2021Oct 7, 202133$12.8B13F-HR/A
Q1 2021Mar 31, 2021May 17, 202132$14.0B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202129$10.8B13F-HR
Amended / restated
  • Q1 2022 · filed May 17, 202213F-HR · superseded
  • Q2 2021 · filed Aug 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.