13F filer · CIK 1541617 ↗
Altimeter Capital
You are looking at Q3 2025. See the latest, Q2 2026 →
Reported value
$7.58B
+9.4% on the quarter before
Positions
23
8 new · 3 sold out
Top 10
81.9%
of the value
Est. gain
+$361.3M
on stocks held all quarter
Est. return
+5.9%
on those stocks since Q2 2025
Positions as of Sep 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 Q2 2025. Striped tiles are options.
Largest buys
Since Q2 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.
- Broadcom~$245.7MNew · 0.0% → 3.2%+744,776 shares
- PDD Holdings~$181.3MNew · 0.0% → 2.4%+1,371,680 shares
- Alibaba~$173.2MNew · 0.0% → 2.3%+969,100 shares
- Amazon~$154.3MAdded · 4.6% → 6.3%+702,611 shares
- Synopsys~$127.4MNew · 0.0% → 1.7%+258,280 shares
- Alphabet~$76.1MNew · 0.0% → 1.0%+313,132 shares
- TSMC~$56.3MAdded · 2.8% → 3.9%+201,468 shares
- Microsoft~$53.9MAdded · 7.6% → 7.9%+103,971 shares
- Gemini Space Sta Inc~$38.3MNew · 0.0% → 0.5%+1,600,000 shares
- Arm Holdings Plc~$23.3MAdded · 2.2% → 2.0%+164,931 shares
Largest sells
Since Q2 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.
- Samsara~$119.0MSold out · 1.7% → 0.0%−2,990,578 shares
- Datadog~$118.4MSold out · 1.7% → 0.0%−881,730 shares
- Nvidia~$113.3MCut · 18.8% → 18.8%−607,262 shares
- CoreWeave~$105.9MSold out · 1.5% → 0.0%−649,536 shares
- Robinhood~$92.9MCut · 4.4% → 4.9%−648,582 shares
- Snowflake~$89.6MCut · 9.1% → 7.2%−397,246 shares
- Confluent Inc~$84.6MCut · 5.6% → 2.9%−4,271,183 shares
- Coupang Inc~$45.3MCut · 4.9% → 4.3%−1,408,114 shares
- Uber~$35.7MCut · 8.0% → 7.2%−364,312 shares
- Maplebear Inc~$32.8MCut · 2.8% → 1.6%−891,817 shares
Holdings
As of Sep 30, 2025. Changes are in shares against Jun 30, 2025, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| NvidiaCOM · shares −7.4% · price +18.1% | 18.8% | $1.43B | +$218.6M | ||||||||
| MetaCL A · shares −0.6% · price −0.5% | 18.1% | $1.37B | −$6.9M | ||||||||
| MicrosoftCOM · shares +9.8% · price +4.1% | 7.9% | $601.9M | +$21.7M | ||||||||
| SnowflakeCOM SHS · shares −14% · price +0.8% | 7.2% | $547.7M | +$4.3M | ||||||||
| UberCOM · shares −6.1% · price +5.0% | 7.2% | $547.5M | +$26.1M | ||||||||
| AmazonCOM · shares +48% · price +0.1% | 6.3% | $475.9M | +$263,676 | ||||||||
| RobinhoodCOM CL A · shares −20% · price +52.9% | 4.9% | $371.8M | +$128.7M | ||||||||
| Coupang IncCL A · shares −12% · price +7.5% | 4.3% | $322.8M | +$22.5M | ||||||||
| TSMCSPONSORED ADS · shares +23% · price +23.3% | 3.9% | $298.5M | +$45.8M | ||||||||
| BroadcomCOM · shares New | 3.2% | $245.7M | — | ||||||||
| Confluent IncCLASS A COM · shares −27% · price −20.6% | 2.9% | $223.4M | −$57.9M | ||||||||
| PDD HoldingsSPONSORED ADS · shares New | 2.4% | $181.3M | — | ||||||||
| AlibabaSPONSORED ADS · shares New | 2.3% | $173.2M | — | ||||||||
| Zillow Group IncCL C CAP STK · shares −8.4% · price +10.0% | 2.2% | $168.5M | +$15.3M | ||||||||
| Arm Holdings PlcSPONSORED ADS · shares +18% · price −12.5% | 2.0% | $155.4M | −$18.9M | ||||||||
| SynopsysCOM · shares New | 1.7% | $127.4M | — | ||||||||
| Maplebear IncCOM · shares −21% · price −18.7% | 1.6% | $122.2M | −$28.2M | ||||||||
| MercadoLibreCOM · shares −19% · price −10.6% | 1.2% | $88.4M | −$10.5M | ||||||||
| AlphabetCAP STK CL A · shares New | 1.0% | $76.1M | — | ||||||||
| Gemini Space Sta IncCL A COM · shares New | 0.51% | $38.3M | — | ||||||||
| Pattern Group IncCOM SER A · shares New | 0.13% | $9.9M | — | ||||||||
| NetskopeCL A · shares New | 0.10% | $7.4M | — | ||||||||
| Grab Holdings LimitedW EXP 12/1/202 · shares 0% · price +28.8% | 0.02% | $1.8M | +$394,325 | ||||||||
| Total · 23 positions | 100% | $7.58B | +$361.3M |
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 Q2 2025 to Q3 2025: 15 stocks held throughout, up $361.3M (+5.9%).
- Nvidia+$218.6M+18%
- Robinhood+$128.7M+53%
- TSMC+$45.8M+23%
- Uber+$26.1M+5%
- Coupang Inc+$22.5M+7%
- Meta−$6.9M−1%
- MercadoLibre−$10.5M−11%
- Arm Holdings Plc−$18.9M−13%
- Maplebear Inc−$28.2M−19%
- Confluent Inc−$57.9M−21%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out.
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 ↗ |