51 matching source rows · Page 1 of 3. A security can appear in multiple quarters or reporting entities.
APPLIED MATLS INC
COM · CUSIP 038222105
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $189,389,850
- Reported shares
- 261950
Source units and reporting details
Value as filed: 189389850 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 169930, shared 0, none 92020.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗AMAZON COM INC
COM · CUSIP 023135106
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $578,058,158
- Reported shares
- 2425351
Source units and reporting details
Value as filed: 578058158 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1868378, shared 0, none 556973.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗ARM HOLDINGS PLC
SPONSORED ADS · CUSIP 042068205
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $582,194,012
- Reported shares
- 1641972
Source units and reporting details
Value as filed: 582194012 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1565269, shared 0, none 76703.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗CEREBRAS SYSTEMS INC
COM CL A · CUSIP 15675D103
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $1,596,733,177
- Reported shares
- 7225037
Source units and reporting details
Value as filed: 1596733177 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 7225037, shared 0, none 0.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗COREWEAVE INC
COM CL A · CUSIP 21873S108
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $604,575,601
- Reported shares
- 6073695
Source units and reporting details
Value as filed: 604575601 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 4183070, shared 0, none 1890625.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗ALPHABET INC
CAP STK CL A · CUSIP 02079K305
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $62,604,076
- Reported shares
- 175180
Source units and reporting details
Value as filed: 62604076 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 123890, shared 0, none 51290.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗GRAB HOLDINGS LIMITED
W EXP 12/1/202 · CUSIP G4124C117
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $150,586
- Reported shares
- 3502000
Source units and reporting details
Value as filed: 150586 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 3502000, shared 0, none 0.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗ROBINHOOD MKTS INC
COM CL A · CUSIP 770700102
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $90,221,013
- Reported shares
- 899691
Source units and reporting details
Value as filed: 90221013 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 899691, shared 0, none 0.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗KLA CORP
COM NEW · CUSIP 482480100
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $174,457,773
- Reported shares
- 578230
Source units and reporting details
Value as filed: 174457773 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 375110, shared 0, none 203120.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗LAM RESEARCH CORP
COM NEW · CUSIP 512807306
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $170,766,686
- Reported shares
- 394080
Source units and reporting details
Value as filed: 170766686 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 255650, shared 0, none 138430.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗META PLATFORMS INC
CL A · CUSIP 30303M102
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $763,252,318
- Reported shares
- 1354990
Source units and reporting details
Value as filed: 763252318 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1324895, shared 0, none 30095.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗MICROSOFT CORP
COM · CUSIP 594918104
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $473,019,948
- Reported shares
- 1268082
Source units and reporting details
Value as filed: 473019948 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1183632, shared 0, none 84450.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗MICRON TECHNOLOGY INC
COM · CUSIP 595112103
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $241,846,841
- Reported shares
- 209520
Source units and reporting details
Value as filed: 241846841 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 174560, shared 0, none 34960.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗QUALCOMM INC
COM · CUSIP 747525103
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $347,865,327
- Reported shares
- 1882490
Source units and reporting details
Value as filed: 347865327 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1215810, shared 0, none 666680.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗NVIDIA CORPORATION
COM · CUSIP 67066G104
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $1,883,565,023
- Reported shares
- 9413589
Source units and reporting details
Value as filed: 1883565023 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 7953486, shared 0, none 1460103.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗SNOWFLAKE INC
COM SHS · CUSIP 833445109
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $490,230,625
- Reported shares
- 1926250
Source units and reporting details
Value as filed: 490230625 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1926250, shared 0, none 0.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗SYNOPSYS INC
COM · CUSIP 871607107
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $62,602,803
- Reported shares
- 140343
Source units and reporting details
Value as filed: 62602803 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 96178, shared 0, none 44165.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗SPACE EXPLORATION TECHN CORP
CLASS A COM STK · CUSIP 84615Q103
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $303,530,227
- Reported shares
- 1776485
Source units and reporting details
Value as filed: 303530227 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1776485, shared 0, none 0.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS · CUSIP 874039100
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $682,617,068
- Reported shares
- 1429355
Source units and reporting details
Value as filed: 682617068 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1048355, shared 0, none 381000.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗UBER TECHNOLOGIES INC
COM · CUSIP 90353T100
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-06-30
- Filed
- 2026-08-14
- Reported value (USD)
- $531,995,271
- Reported shares
- 7372440
Source units and reporting details
Value as filed: 531995271 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 5725090, shared 0, none 1647350.
Accession 0001541617-26-000008. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗AMAZON COM INC
COM · CUSIP 023135106
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-03-31
- Filed
- 2026-05-15
- Reported value (USD)
- $435,192,245
- Reported shares
- 2089558
Source units and reporting details
Value as filed: 435192245 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1843248, shared 0, none 246310.
Accession 0001541617-26-000006. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗ARM HOLDINGS PLC
SPONSORED ADS · CUSIP 042068205
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-03-31
- Filed
- 2026-05-15
- Reported value (USD)
- $259,511,763
- Reported shares
- 1715440
Source units and reporting details
Value as filed: 259511763 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 1278930, shared 0, none 436510.
Accession 0001541617-26-000006. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗BROADCOM INC
COM · CUSIP 11135F101
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-03-31
- Filed
- 2026-05-15
- Reported value (USD)
- $20,766,265
- Reported shares
- 67094
Source units and reporting details
Value as filed: 20766265 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 52740, shared 0, none 14354.
Accession 0001541617-26-000006. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗AXON ENTERPRISE INC
COM · CUSIP 05464C101
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-03-31
- Filed
- 2026-05-15
- Reported value (USD)
- $63,272,864
- Reported shares
- 148986
Source units and reporting details
Value as filed: 63272864 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 148986, shared 0, none 0.
Accession 0001541617-26-000006. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗COREWEAVE INC
COM CL A · CUSIP 21873S108
Reporting manager: Altimeter Capital Management, LP · CIK 0001541617
Discretion: sole. These are reported positions, not separate purchases by each included manager.
- Quarter ended
- 2026-03-31
- Filed
- 2026-05-15
- Reported value (USD)
- $348,543,341
- Reported shares
- 4499075
Source units and reporting details
Value as filed: 348543341 USD. Discretion code: SOLE. Filing-local manager numbers: none listed. Voting authority: sole 3243580, shared 0, none 1255495.
Accession 0001541617-26-000006. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.
Original SEC submission ↗