Long-term investor
Altimeter Capital Management, LP @altimetercapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001541617).
Record
- Tracked since 2023-06-30 (1207 days), 187 trades recorded
- Returns: week n/a · month n/a · 90 days +0.0% · 6 months +15.2% · 1 year -0.2% · all +74.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 19.2% · long · since 2025-06-30
- CBRS · 16.2% · long · since 2026-06-30
- META · 7.8% · long · since 2025-06-30
- TSM · 6.9% · long · since 2025-06-30
- CRWV · 6.2% · long · since 2025-06-30
- 042068205 · 5.9% · long · since 2025-06-30
- AMZN · 5.9% · long · since 2025-06-30
- 90353T100 · 5.4% · long · since 2025-06-30
- 833445109 · 5.0% · long · since 2025-06-30
- MSFT · 4.8% · long · since 2025-06-30
- QCOM · 3.5% · long · since 2026-06-30
- SPCX · 3.1% · long · since 2026-06-30