Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Altimeter Capital ⇄ American Century Companies Inc
19Shared positions
0.7%Name overlap (Jaccard)
1+Only Altimeter…
15+Only American…
Shared holdings · Q2 2026
| Security | Altimeter Capital weight | American Century… weight |
|---|---|---|
| NVDA NVIDIA Corporation | 19.2% | 5.4% |
| META Meta Platforms, Inc. | 7.8% | 1.3% |
| AMZN Amazon.com, Inc. | 5.9% | 2.6% |
| TSM Taiwan Semiconductor… | 6.9% | 1.3% |
| MSFT Microsoft Corporation | 4.8% | 2.4% |
| CRWV CoreWeave, Inc. Class A… | 6.2% | 0.1% |
| ARM Arm Holdings plc American… | 5.9% | 0.1% |
| UBER Uber Technologies, Inc. | 5.4% | 0.1% |
| SNOW Snowflake Inc. | 5.0% | 0.3% |
| QCOM QUALCOMM Incorporated | 3.5% | 0.2% |
| MU Micron Technology, Inc. | 2.5% | 1.1% |
| GOOGL Alphabet Inc. | 0.6% | 2.7% |
| SPCX Space Exploration… | 3.1% | 0.1% |
| AMAT Applied Materials, Inc. | 1.9% | 1.0% |
| LRCX Lam Research Corporation | 1.7% | 0.7% |
| KLAC KLA Corporation | 1.8% | 0.3% |
| HOOD Robinhood Markets, Inc. | 0.9% | 0.1% |
| SNPS Synopsys, Inc. | 0.6% | 0.2% |
| GRAB Grab Holdings Limited | 0.0% | 0.0% |
Distinctively Altimeter Capital
| CBRS Cerebras Systems Inc. | 16.2% |
Distinctively American Century…
| AAPL Apple Inc. | 2.4% |
| GOOG Alphabet Inc. | 1.4% |
| AVGO Broadcom Inc. | 1.3% |
| TSLA Tesla, Inc. | 1.3% |
| LLY Eli Lilly and Company | 1.2% |
| MA Mastercard… | 1.1% |
| NFLX Netflix, Inc. | 0.7% |
| COST Costco Wholesale… | 0.6% |
| JPM JPMorgan Chase & Co. | 0.6% |
| APH Amphenol Corporation | 0.5% |
| AMD Advanced Micro… | 0.5% |
| NET Cloudflare, Inc. | 0.5% |
| VRT Vertiv Holdings Co | 0.5% |
| DDOG Datadog, Inc. | 0.4% |
| CIEN Ciena Corporation | 0.4% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology