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← Altimeter Capital Management LP, latest filing

What Altimeter Capital Management LP changed, 2013 to 2026

53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$9.8bn

$560m at Q2 2013

Positions

20

30 at Q2 2013

Top ten weight

83%

94% at Q2 2013

Typical quarterly turnover

about 5%

Estimated from share changes

Reported book by quarter
$0$7bn$14bnQ2 2013: $560mQ3 2013: $757mQ4 2013: $836mQ1 2014: $979m14Q2 2014: $1.0bnQ3 2014: $1.1bnQ4 2014: $1.4bnQ1 2015: $1.4bn15Q2 2015: $1.4bnQ3 2015: $1.6bnQ4 2015: $1.8bnQ1 2016: $1.5bn16Q2 2016: $1.3bnQ3 2016: $1.5bnQ4 2016: $1.9bnQ1 2017: $2.1bn17Q2 2017: $2.4bnQ3 2017: $2.1bnQ4 2017: $1.9bnQ1 2018: $2.0bn18Q2 2018: $2.1bnQ3 2018: $2.6bnQ4 2018: $2.7bnQ1 2019: $2.9bn19Q2 2019: $3.7bnQ3 2019: $4.1bnQ4 2019: $4.5bnQ1 2020: $3.3bn20Q2 2020: $4.7bnQ3 2020: $5.9bnQ4 2020: $10.8bnQ1 2021: $14.0bn21Q2 2021: $12.8bnQ3 2021: $12.5bnQ4 2021: $10.5bnQ1 2022: $6.9bn22Q2 2022: $4.4bnQ3 2022: $4.7bnQ4 2022: $3.7bnQ1 2023: $4.6bn23Q2 2023: $5.5bnQ3 2023: $5.3bnQ4 2023: $6.0bnQ1 2024: $6.5bn24Q2 2024: $6.7bnQ3 2024: $6.8bnQ4 2024: $5.5bnQ1 2025: $5.0bn25Q2 2025: $6.9bnQ3 2025: $7.6bnQ4 2025: $6.7bnQ1 2026: $5.7bn26Q2 2026: $9.8bn
  • Q2 2013: $560m
  • Q3 2013: $757m
  • Q4 2013: $836m
  • Q1 2014: $979m
  • Q2 2014: $1.0bn
  • Q3 2014: $1.1bn
  • Q4 2014: $1.4bn
  • Q1 2015: $1.4bn
  • Q2 2015: $1.4bn
  • Q3 2015: $1.6bn
  • Q4 2015: $1.8bn
  • Q1 2016: $1.5bn
  • Q2 2016: $1.3bn
  • Q3 2016: $1.5bn
  • Q4 2016: $1.9bn
  • Q1 2017: $2.1bn
  • Q2 2017: $2.4bn
  • Q3 2017: $2.1bn
  • Q4 2017: $1.9bn
  • Q1 2018: $2.0bn
  • Q2 2018: $2.1bn
  • Q3 2018: $2.6bn
  • Q4 2018: $2.7bn
  • Q1 2019: $2.9bn
  • Q2 2019: $3.7bn
  • Q3 2019: $4.1bn
  • Q4 2019: $4.5bn
  • Q1 2020: $3.3bn
  • Q2 2020: $4.7bn
  • Q3 2020: $5.9bn
  • Q4 2020: $10.8bn
  • Q1 2021: $14.0bn
  • Q2 2021: $12.8bn
  • Q3 2021: $12.5bn
  • Q4 2021: $10.5bn
  • Q1 2022: $6.9bn
  • Q2 2022: $4.4bn
  • Q3 2022: $4.7bn
  • Q4 2022: $3.7bn
  • Q1 2023: $4.6bn
  • Q2 2023: $5.5bn
  • Q3 2023: $5.3bn
  • Q4 2023: $6.0bn
  • Q1 2024: $6.5bn
  • Q2 2024: $6.7bn
  • Q3 2024: $6.8bn
  • Q4 2024: $5.5bn
  • Q1 2025: $5.0bn
  • Q2 2025: $6.9bn
  • Q3 2025: $7.6bn
  • Q4 2025: $6.7bn
  • Q1 2026: $5.7bn
  • Q2 2026: $9.8bn
Share of the book in the ten largest positions
0%50%100%Q2 2013: 94%Q3 2013: 92%Q4 2013: 83%Q1 2014: 80%14Q2 2014: 79%Q3 2014: 83%Q4 2014: 82%Q1 2015: 82%15Q2 2015: 82%Q3 2015: 90%Q4 2015: 89%Q1 2016: 97%16Q2 2016: 98%Q3 2016: 99%Q4 2016: 95%Q1 2017: 94%17Q2 2017: 94%Q3 2017: 96%Q4 2017: 97%Q1 2018: 94%18Q2 2018: 95%Q3 2018: 94%Q4 2018: 94%Q1 2019: 95%19Q2 2019: 94%Q3 2019: 95%Q4 2019: 96%Q1 2020: 96%20Q2 2020: 91%Q3 2020: 86%Q4 2020: 87%Q1 2021: 88%21Q2 2021: 87%Q3 2021: 88%Q4 2021: 91%Q1 2022: 95%22Q2 2022: 98%Q3 2022: 98%Q4 2022: 100%Q1 2023: 100%23Q2 2023: 100%Q3 2023: 100%Q4 2023: 100%Q1 2024: 97%24Q2 2024: 93%Q3 2024: 87%Q4 2024: 83%Q1 2025: 87%25Q2 2025: 86%Q3 2025: 82%Q4 2025: 89%Q1 2026: 99%26Q2 2026: 83%
  • Q2 2013: 94%
  • Q3 2013: 92%
  • Q4 2013: 83%
  • Q1 2014: 80%
  • Q2 2014: 79%
  • Q3 2014: 83%
  • Q4 2014: 82%
  • Q1 2015: 82%
  • Q2 2015: 82%
  • Q3 2015: 90%
  • Q4 2015: 89%
  • Q1 2016: 97%
  • Q2 2016: 98%
  • Q3 2016: 99%
  • Q4 2016: 95%
  • Q1 2017: 94%
  • Q2 2017: 94%
  • Q3 2017: 96%
  • Q4 2017: 97%
  • Q1 2018: 94%
  • Q2 2018: 95%
  • Q3 2018: 94%
  • Q4 2018: 94%
  • Q1 2019: 95%
  • Q2 2019: 94%
  • Q3 2019: 95%
  • Q4 2019: 96%
  • Q1 2020: 96%
  • Q2 2020: 91%
  • Q3 2020: 86%
  • Q4 2020: 87%
  • Q1 2021: 88%
  • Q2 2021: 87%
  • Q3 2021: 88%
  • Q4 2021: 91%
  • Q1 2022: 95%
  • Q2 2022: 98%
  • Q3 2022: 98%
  • Q4 2022: 100%
  • Q1 2023: 100%
  • Q2 2023: 100%
  • Q3 2023: 100%
  • Q4 2023: 100%
  • Q1 2024: 97%
  • Q2 2024: 93%
  • Q3 2024: 87%
  • Q4 2024: 83%
  • Q1 2025: 87%
  • Q2 2025: 86%
  • Q3 2025: 82%
  • Q4 2025: 89%
  • Q1 2026: 99%
  • Q2 2026: 83%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Nvidia Corp(NVDA)Q4 2018$1.9bnQ2 2026$1.9bn
Cerebras Systems Inc(CBRS)Common Class AQ2 2026$1.6bnQ2 2026$1.6bn
Facebook Inc(META)Class AQ3 2018$1.4bnQ2 2025$763m
Taiwan Semiconductor MFG LTD(TSM)Sponsored ADSQ3 2024$683mQ2 2026$683m
Coreweave Inc(CRWV)Common Class AQ1 2025$605mQ2 2026$605m
Arm Holdings PLC(ARM)Sponsored ADSQ1 2025$582mQ2 2026$582m
Amazon.com Inc(AMZN)Q4 2017$578mQ2 2026$578m
Uber Technologies Inc(UBER)Q2 2019$1.5bnQ1 2021$532m
Snowflake Inc(SNOW)Q3 2025$548mQ3 2025$490m
Microsoft Corp(MSFT)Q1 2018$727mQ2 2024$473m
Qualcomm Inc(QCOM)Q2 2026$348mQ2 2026$348m
Space Exploration Techn Corp(SPCX)Class A Common StockQ2 2026$304mQ2 2026$304m
Snowflake Inc(SNOW)Class AQ3 2020$7.4bnQ1 2021Soldlast listed Q2 2025
Pinduoduo Inc(PDD)Sponsored ADSQ3 2018$1.5bnQ4 2020Soldlast listed Q3 2025
United Contl HLDGS Inc(UAL)Q4 2017$1.0bnQ3 2019Soldlast listed Q1 2022
United Contl HLDGS Inc(UAL)Q2 2013$776mQ2 2017Soldlast listed Q3 2017
Salesforce.com Inc(CRM)Q4 2017$746mQ3 2020Soldlast listed Q4 2024
Expedia Inc Del(EXPE)Q4 2013$670mQ2 2017Soldlast listed Q3 2017
Peloton Interactive Inc(PTON)Class A CommonQ3 2019$645mQ2 2021Soldlast listed Q3 2021
Unity Software Inc(U)Q3 2020$583mQ4 2020Soldlast listed Q4 2021

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q3 2024: $6.8bn across 23 positions

Against Q2 2024: 8 new, 7 added to, 6 trimmed, 5 sold out, across all 23 positions.

Turnover about 11% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Coupang Inc (CPNG)+$50m
  • Rubrik Inc. (RBRK)+$48m
  • Samsara Inc (IOT)+$42m
  • Mercadolibre Inc (MELI)+$41m
  • Salesforce.com Inc (CRM)+$32m
  • Nvidia Corp (NVDA)+-$9.5m
  • Confluent Inc (CFLT)+-$103m

Largest reductions

  • Snowflake Inc (SNOW)-$297m
  • Amazon.com Inc (AMZN)-$109m
  • Microsoft Corp (MSFT)-$44m
  • Alphabet Inc (GOOGL)-$13m
  • Uber Technologies Inc (UBER)$20m
  • Facebook Inc (META)$140m

Opened

  • Kraneshares Trust (KWEB)$193m
  • Tesla Inc (TSLA)$173m
  • Taiwan Semiconductor MFG LTD (TSM)$90m
  • Broadcom Inc (AVGO)$68m
  • Futu HLDGS LTD (FUTU)$55m
  • Zillow Group Inc (Z)$55m
  • Duolingo Inc (DUOL)$54m
  • Lineage Cell Theraputics In (LINE)$31m

Sold out

  • Pinduoduo Inc (PDD)was $228m
  • Amphenol Corp New (APH)was $136m
  • Dell Technologies Inc (DELL)was $68m
  • Apple Inc (AAPL)was $57m
  • Webtoon Entmt Inc (WBTN)was $2.7m

Largest positions, Q3 2024

PositionValueWeightOn the quarter
Facebook Inc (META)$1.3bn19.2%Trimmed
Uber Technologies Inc (UBER)$1.0bn14.8%Trimmed
Snowflake Inc (SNOW)$993m14.7%Trimmed
Nvidia Corp (NVDA)$947m14.0%Added
Microsoft Corp (MSFT)$682m10.1%Trimmed
Confluent Inc (CFLT)$278m4.1%Added
Kraneshares Trust (KWEB)$193m2.9%New
Tesla Inc (TSLA)$173m2.6%New
Amazon.com Inc (AMZN)$168m2.5%Trimmed
Coupang Inc (CPNG)$161m2.4%Added
Mercadolibre Inc (MELI)$126m1.9%Added
Salesforce.com Inc (CRM)$125m1.9%Added
Alphabet Inc (GOOGL)$110m1.6%Trimmed
Taiwan Semiconductor MFG LTD (TSM)$90m1.3%New
Samsara Inc (IOT)$70m1.0%Added
Broadcom Inc (AVGO)$68m1.0%New
Futu HLDGS LTD (FUTU)$55m0.8%New
Zillow Group Inc (Z)$55m0.8%New
Duolingo Inc (DUOL)$54m0.8%New
Rubrik Inc. (RBRK)$53m0.8%Added
Lineage Cell Theraputics In (LINE)$31m0.5%New
Astera Labs Inc (ALAB)$21m0.3%Held
Grab Holdings Limited$849k0.0%Held

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
Tiger Global Management LLC40%11Compare
Coatue Management LLC34%13Compare
Appaloosa LP34%10Compare
Fidelity (FMR LLC)at least 26%18Compare
Capital Research Global Investors24%16Compare
Pershing Square Capital Management LP24%4Compare
Polen Capital Management LLC23%10Compare
Janus Henderson Group Ltdat least 22%18Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Altimeter Capital Management LP$9.8bn13F-HR
Q1 2026Altimeter Capital Management LP$5.7bn13F-HR
Q4 2025Altimeter Capital Management LP$6.7bn13F-HR
Q3 2025Altimeter Capital Management LP$7.6bn13F-HR
Q2 2025Altimeter Capital Management LP$6.9bn13F-HR
Q1 2025Altimeter Capital Management LP$5.0bn13F-HR
Q4 2024Altimeter Capital Management LP$5.5bn13F-HR
Q3 2024Altimeter Capital Management LP$6.8bn13F-HR
Q2 2024Altimeter Capital Management LP$6.7bn13F-HR
Q1 2024Altimeter Capital Management LP$6.5bn13F-HR
Q4 2023Altimeter Capital Management LP$6.0bn13F-HR
Q3 2023Altimeter Capital Management LP$5.3bn13F-HR
Q2 2023Altimeter Capital Management LP$5.5bn13F-HR
Q1 2023Altimeter Capital Management LP$4.6bn13F-HR
Q4 2022Altimeter Capital Management LP$3.7bn13F-HR
Q3 2022Altimeter Capital Management LP$4.7bn13F-HR
Q2 2022Altimeter Capital Management LP$4.4bn13F-HR
Q1 2022Altimeter Capital Management LP$6.9bn13F-HR
Q4 2021Altimeter Capital Management LP$10.5bn13F-HR
Q3 2021Altimeter Capital Management LP$12.5bn13F-HR
Q2 2021Altimeter Capital Management LP$12.8bn13F-HR
Q1 2021Altimeter Capital Management LP$14.0bn13F-HR
Q4 2020Altimeter Capital Management LP$10.8bn13F-HR
Q3 2020Altimeter Capital Management LP$5.9bn13F-HR
Q2 2020Altimeter Capital Management LP$4.7bn13F-HR
Q1 2020Altimeter Capital Management LP$3.3bn13F-HR
Q4 2019Altimeter Capital Management LP$4.5bn13F-HR
Q3 2019Altimeter Capital Management LP$4.1bn13F-HR
Q2 2019Altimeter Capital Management LP$3.7bn13F-HR
Q1 2019Altimeter Capital Management LP$2.9bn13F-HR
Q4 2018Altimeter Capital Management LP$2.7bn13F-HR
Q3 2018Altimeter Capital Management LP$2.6bn13F-HR
Q2 2018Altimeter Capital Management LP$2.1bn13F-HR
Q1 2018Altimeter Capital Management LP$2.0bn13F-HR
Q4 2017Altimeter Capital Management LP$1.9bn13F-HR
Q3 2017Altimeter Capital Management LP$2.1bn13F-HR
Q2 2017Altimeter Capital Management LP$2.4bn13F-HR
Q1 2017Altimeter Capital Management LP$2.1bn13F-HR
Q4 2016Altimeter Capital Management LP$1.9bn13F-HR
Q3 2016Altimeter Capital Management LP$1.5bn13F-HR
Q2 2016Altimeter Capital Management LP$1.3bn13F-HR
Q1 2016Altimeter Capital Management LP$1.5bn13F-HR
Q4 2015Altimeter Capital Management LP$1.8bn13F-HR
Q3 2015Altimeter Capital Management LP$1.6bn13F-HR
Q2 2015Altimeter Capital Management LP$1.4bn13F-HR
Q1 2015Altimeter Capital Management LP$1.4bn13F-HR
Q4 2014Altimeter Capital Management LP$1.4bn13F-HR
Q3 2014Altimeter Capital Management LP$1.1bn13F-HR
Q2 2014Altimeter Capital Management LP$1.0bn13F-HR
Q1 2014Altimeter Capital Management LP$979m13F-HR
Q4 2013Altimeter Capital Management LP$836m13F-HR
Q3 2013Altimeter Capital Management LP$757m13F-HR
Q2 2013Altimeter Capital Management LP$560m13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

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