Altimeter Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $5.7B in reported equity holdings across 13 positions. The largest holdings are NVDA (28.6%), META (19.6%), UBER (10.1%), TSM (8.1%), MSFT (7.7%). The portfolio is concentrated in Other (61.5%), Communication Services (19.6%), Technology (17.8%). Data sourced from SEC EDGAR 13F filings (CIK 1541617).