Altimeter Capital Management, LP

Bought Arm, sold out of Coupang. Portfolio down 14% to $5.7B.

$5.7B portfolio13 holdingstop 10 = 99%filed 2026-05-15

1NVDANvidia Corporation28.57%
$1.6B - 9.3M shares+1.2M
2METAMeta Platforms Inc19.61%
$1.1B - 2.0M shares+108K
3UBERUber Technologies Inc10.06%
$573.4M - 8.0M shares+2.4M
4TSMTaiwan Semiconductor MFG L8.10%
$461.5M - 1.4M shares+146K
5MSFTMicrosoft Corp7.69%
$438.1M - 1.2M shares-94K
6AMZNAmazon Com Inc7.64%
$435.2M - 2.1M shares-126K
7CRWVCoreweave Inc6.12%
$348.5M - 4.5M shares+1.3M
8SNOWSnowflake Inc5.10%
$290.5M - 1.9M shares-101K
9ARMArm Holdings PLC4.55%
$259.5M - 1.7M sharesNEW
10AXONAxon Enterprise Inc1.11%
$63.3M - 149K sharesNEW
11HOODRobinhood MKTS Inc1.09%
$62.3M - 900K shares-394K
12AVGOBroadcom Inc0.36%
$20.8M - 67K shares+35K
13Grab Holdings Limited<0.01%
$263K - 3.5M shares-

#	Stock
1	NVDANvidia Corporation	28.57%	$1.6B	9.3M	+1.2M
2	METAMeta Platforms Inc	19.61%	$1.1B	2.0M	+108K
3	UBERUber Technologies Inc	10.06%	$573.4M	8.0M	+2.4M
4	TSMTaiwan Semiconductor MFG L	8.10%	$461.5M	1.4M	+146K
5	MSFTMicrosoft Corp	7.69%	$438.1M	1.2M	-94K
6	AMZNAmazon Com Inc	7.64%	$435.2M	2.1M	-126K
7	CRWVCoreweave Inc	6.12%	$348.5M	4.5M	+1.3M
8	SNOWSnowflake Inc	5.10%	$290.5M	1.9M	-101K
9	ARMArm Holdings PLC	4.55%	$259.5M	1.7M	NEW
10	AXONAxon Enterprise Inc	1.11%	$63.3M	149K	NEW
11	HOODRobinhood MKTS Inc	1.09%	$62.3M	900K	-394K
12	AVGOBroadcom Inc	0.36%	$20.8M	67K	+35K
13	Grab Holdings Limited	<0.01%	$263K	3.5M	-

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.