13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q2 2025. See the latest, Q2 2026 →
Reported value
$6.93B
+39% on the quarter before
Positions
18
3 new · 7 sold out
Top 10
85.9%
of the value
Est. gain
+$1.41B
on stocks held all quarter
Est. return
+33.8%
on those stocks since Q1 2025
Positions as of Jun 30, 2025, from Altimeter Capital's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
Each tile is a position, sized by its share, colored by what the fund did with it since Q1 2025. Striped tiles are options.
Largest buys
Since Q1 2025, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- TSMC~$196.4MNew · 0.0% → 2.8%+867,209 shares
- Nvidia~$174.1MAdded · 15.6% → 18.8%+1,101,683 shares
- Arm Holdings Plc~$122.5MAdded · 0.4% → 2.2%+757,608 shares
- Coupang Inc~$119.6MAdded · 3.3% → 4.9%+3,991,253 shares
- Samsara~$119.0MNew · 0.0% → 1.7%+2,990,578 shares
- Datadog~$118.4MNew · 0.0% → 1.7%+881,730 shares
- MercadoLibre~$113.0MAdded · 0.1% → 1.8%+43,239 shares
- Amazon~$92.1MAdded · 4.0% → 4.6%+419,708 shares
- Zillow Group Inc~$74.5MAdded · 1.8% → 2.4%+1,064,218 shares
- Confluent Inc~$62.6MAdded · 6.1% → 5.6%+2,510,896 shares
Largest sells
Since Q1 2025, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Invesco Qqq Tr~$463.3MSold out · 9.3% → 0.0%−988,000 shares
- Flutter Entmt Plc~$125.9MSold out · 2.5% → 0.0%−568,410 shares
- Alibaba~$71.5MSold out · 1.4% → 0.0%−540,370 shares
- Astera Labs~$58.6MSold out · 1.2% → 0.0%−981,697 shares
- Rubrik~$50.7MSold out · 1.0% → 0.0%−832,003 shares
- Snowflake~$27.2MCut · 8.7% → 9.1%−121,754 shares
- CoreWeave~$16.4MCut · 2.2% → 1.5%−100,348 shares
- SailPoint~$4.7MSold out · 0.1% → 0.0%−250,000 shares
- ServiceTitan~$3.8MSold out · 0.1% → 0.0%−40,000 shares
Holdings
As of Jun 30, 2025. Changes are in shares against Mar 31, 2025, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MetaCL A · shares +2.3% · price +28.1% | 20.0% | $1.39B | +$296.9M | ||||||||
| NvidiaCOM · shares +15% · price +45.8% | 18.8% | $1.30B | +$354.7M | ||||||||
| SnowflakeCL A · shares −4.1% · price +53.1% | 9.1% | $632.3M | +$219.3M | ||||||||
| UberCOM · shares +5.1% · price +28.1% | 8.0% | $555.4M | +$115.8M | ||||||||
| MicrosoftCOM · shares +8.5% · price +32.5% | 7.6% | $526.3M | +$119.0M | ||||||||
| Confluent IncCLASS A COM · shares +19% · price +6.4% | 5.6% | $387.7M | +$19.4M | ||||||||
| Coupang IncCL A · shares +54% · price +36.6% | 4.9% | $342.5M | +$59.8M | ||||||||
| AmazonCOM · shares +40% · price +15.3% | 4.6% | $321.4M | +$30.4M | ||||||||
| RobinhoodCL A · shares +12% · price +125.0% | 4.4% | $303.9M | +$150.1M | ||||||||
| TSMCSPONSORED ADS · shares New | 2.8% | $196.4M | — | ||||||||
| Maplebear IncCOM · shares +26% · price +13.4% | 2.8% | $190.8M | +$17.9M | ||||||||
| Zillow Group IncCL C CAP STK · shares +80% · price +2.2% | 2.4% | $167.3M | +$2.0M | ||||||||
| Arm Holdings PlcSPONSORED ADS · shares +431% · price +51.5% | 2.2% | $150.9M | +$9.6M | ||||||||
| MercadoLibreCOM · shares +1,310% · price +34.0% | 1.8% | $121.6M | +$2.2M | ||||||||
| SamsaraCOM CL A · shares New | 1.7% | $119.0M | — | ||||||||
| DatadogCL A COM · shares New | 1.7% | $118.4M | — | ||||||||
| CoreWeaveCOM CL A · shares −13% · price +9.9% | 1.5% | $105.9M | +$9.6M | ||||||||
| Grab Holdings LimitedW EXP 12/1/202 · shares 0% · price −3.7% | 0.02% | $1.4M | −$52,530 | ||||||||
| Total · 18 positions | 100% | $6.93B | +$1.41B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q1 2025 to Q2 2025: 15 stocks held throughout, up $1.41B (+33.8%).
- Nvidia+$354.7M+46%
- Meta+$296.9M+28%
- Snowflake+$219.3M+53%
- Robinhood+$150.1M+125%
- Microsoft+$119.0M+33%
- Grab Holdings Limited−$52,530−4%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 1 split read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | $9.83B+72% | SEC ↗ |
| Q1 2026 | May 15, 2026 | $5.70B−14% | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | $6.66B−12% | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | $7.58B+9% | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | $6.93B+39% | SEC ↗ |
| Q1 2025 | May 15, 2025 | $4.97B−10% | SEC ↗ |
| Q4 2024 | Feb 14, 2025 | $5.55B−18% | SEC ↗ |
| Q3 2024 | Nov 14, 2024 | $6.75B+0% | SEC ↗ |
| Q2 2024 | Aug 14, 2024 | $6.73B+3% | SEC ↗ |
| Q1 2024 | May 15, 2024 | $6.51B+8% | SEC ↗ |
| Q4 2023 | Feb 14, 2024 | $6.02B+14% | SEC ↗ |
| Q3 2023 | Nov 14, 2023 | $5.27B−5% | SEC ↗ |
| Q2 2023 | Aug 14, 2023 | $5.53B+21% | SEC ↗ |
| Q1 2023 | May 15, 2023 | $4.55B+25% | SEC ↗ |
| Q4 2022 | Feb 14, 2023 | $3.65B−22% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $4.68B+7% | SEC ↗ |
| Q2 2022 | Aug 15, 2022 | $4.38B−37% | SEC ↗ |
| Q1 2022 | May 17, 2022 (amended) | $6.93B−34% | SEC ↗ |
| Q4 2021 | Feb 14, 2022 | $10.52B−16% | SEC ↗ |
| Q3 2021 | Nov 15, 2021 | $12.48B−2% | SEC ↗ |
| Q2 2021 | Oct 7, 2021 (amended) | $12.79B−9% | SEC ↗ |
| Q1 2021 | May 17, 2021 | $13.98B+29% | SEC ↗ |
| Q4 2020 | Feb 16, 2021 | $10.81B+82% | SEC ↗ |
| Q3 2020 | Nov 16, 2020 | $5.92B+25% | SEC ↗ |
| Q2 2020 | Aug 14, 2020 | $4.73B+42% | SEC ↗ |
| Q1 2020 | May 15, 2020 | $3.33B−26% | SEC ↗ |
| Q4 2019 | Feb 14, 2020 | $4.48B+9% | SEC ↗ |
| Q3 2019 | Nov 14, 2019 | $4.10B+12% | SEC ↗ |
| Q2 2019 | Aug 14, 2019 | $3.65B+25% | SEC ↗ |
| Q1 2019 | May 15, 2019 | $2.92B+6% | SEC ↗ |
| Q4 2018 | Feb 15, 2019 (amended) | $2.74B+7% | SEC ↗ |
| Q3 2018 | Nov 14, 2018 | $2.57B+21% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $2.13B+5% | SEC ↗ |
| Q1 2018 | May 15, 2018 | $2.02B+6% | SEC ↗ |
| Q4 2017 | Feb 14, 2018 | $1.90B−10% | SEC ↗ |
| Q3 2017 | Nov 14, 2017 | $2.11B−12% | SEC ↗ |
| Q2 2017 | Aug 14, 2017 | $2.40B+13% | SEC ↗ |
| Q1 2017 | May 15, 2017 | $2.13B+9% | SEC ↗ |
| Q4 2016 | Feb 14, 2017 | $1.95B+28% | SEC ↗ |
| Q3 2016 | Nov 14, 2016 | $1.52B+13% | SEC ↗ |
| Q2 2016 | Aug 15, 2016 | $1.34B−12% | SEC ↗ |
| Q1 2016 | May 16, 2016 | $1.53B | SEC ↗ |