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Altimeter Capital Management, LP - Portfolio Stock Holdings

Altimeter Capital Management, LP disclosed 21 stock positions in a recent SEC 13F filing. $8,232,948,806 of stock holdings were filed, with the largest holdings including NVDA, META, and TSM. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $18,753,715,687 and has 35 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

21

Est. Stock Holding Value:

$8,232,948,806

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Altimeter Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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