Altimeter Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $6.7B in reported equity holdings across 18 positions. The largest holdings are NVDA (22.7%), META (18.3%), MSFT (9.3%), AMZN (7.7%), UBER (6.9%). The portfolio is concentrated in Other (67.0%), Communication Services (20.7%), Technology (12.2%). Data sourced from SEC EDGAR 13F filings (CIK 1541617).