Altimeter Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $9.8B in reported equity holdings across 20 positions. The largest holdings are NVDA (19.2%), CBRS (16.2%), META (7.8%), TSM (6.9%), CRWV (6.2%). The portfolio is concentrated in Other (72.0%), Technology (19.6%), Communication Services (8.4%). Data sourced from SEC EDGAR 13F filings (CIK 1541617).