Portfolio diff
Altimeter Capital
Q1 2026 ⇄ Q2 2026
+9Added
−2Removed
8Resized
3Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| CBRS CEREBRAS SYSTEMS INC | $1.60B | 7.23M |
| QCOM QUALCOMM INC | $347.87M | 1.88M |
| SPCX SPACE EXPLORATION… | $303.53M | 1.78M |
| MU MICRON TECHNOLOGY INC | $241.85M | 209.52K |
| AMAT APPLIED MATLS INC | $189.39M | 261.95K |
| KLAC KLA CORP | $174.46M | 578.23K |
| LRCX LAM RESEARCH CORP | $170.77M | 394.08K |
| GOOGL ALPHABET INC | $62.60M | 175.18K |
| SNPS SYNOPSYS INC | $62.60M | 140.34K |
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| AXON AXON ENTERPRISE INC | $63.27M | 148.99K |
| AVGO BROADCOM INC | $20.77M | 67.09K |
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| CRWV COREWEAVE INC | 4.50M | 6.07M | +35.0% |
| META META PLATFORMS INC | 1.95M | 1.35M | -30.6% |
| AMZN AMAZON COM INC | 2.09M | 2.43M | +16.1% |
| UBER UBER TECHNOLOGIES INC | 7.97M | 7.37M | -7.5% |
| MSFT MICROSOFT CORP | 1.18M | 1.27M | +7.1% |
| TSM TAIWAN SEMICONDUCTOR… | 1.37M | 1.43M | +4.7% |
| ARM ARM HOLDINGS PLC | 1.72M | 1.64M | -4.3% |
| NVDA NVIDIA CORPORATION | 9.34M | 9.41M | +0.8% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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