outfox

Funds / institutions · SEC Form 13F

What institutions reported holding

Search 292,522 reported position rows across 20 reporting entities and their collected quarters. Explore the holdings behind the names.

Collection dates and how to read these holdings

Partial manager coverage. Form 13F reports quarter-end holdings, usually filed later; not exact trades, transaction dates, current portfolios or ETF constituent data. Short positions, some securities, confidential holdings and unreviewed amendments may be absent. CUSIP and issuer names are preserved as filed; ticker/issuer-CIK matching is not inferred. Values use the SEC filing-date format (USD from January 3, 2023; thousands of USD before). Available valid filings are searchable even without comparison quarters. Combination reports and confidential-omission flags describe incomplete reported portfolios; only disclosed positions are shown, with no inferred missing holdings. Separate reporting entities remain separate.

47 source-checked filings. A reported portfolio snapshot—not executed trades. Histories may be incomplete; missing data does not mean no holdings. Featured investor names identify associated management firms, not personal portfolios.

  • Third Point LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:43.118Z
  • APPALOOSA LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:41.303Z
  • VANGUARD GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:55.910Z
  • TWO SIGMA INVESTMENTS, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:27.467Z
  • Pershing Square Capital Management, L.P.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:37.679Z
  • STATE STREET CORP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:58.075Z
  • COATUE MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:31.488Z
  • TIGER GLOBAL MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:33.886Z
  • RENAISSANCE TECHNOLOGIES LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:25.387Z
  • GOLDMAN SACHS GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:08.805Z
  • Bridgewater Associates, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:29.574Z
  • Duquesne Family Office LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:45.054Z
  • JPMORGAN CHASE & CO: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:03.721Z
  • TCI FUND MANAGEMENT LTD: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:46.863Z
  • PERSHING SQUARE INC.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:39.481Z
  • Altimeter Capital Management, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:35.674Z
  • MORGAN STANLEY: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:12.934Z
  • FMR LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:00.998Z
  • Berkshire Hathaway Inc: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:54.052Z
  • CITADEL ADVISORS LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:21.575Z

Reported positions

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 ↗