All funds
Growth hedge fund
Altimeter.
Altimeter Capital Management, LP. CIK 0001541617.
Latest 13F book
$5.7B
Q1 2026
AI / DC exposure
$4.4B
78.1% of book
Holdings count
13
positions
Insider alignment
-0.11
from 50 pairs
Book over time
Total 13F value
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AI / datacenter dollars
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Sector exposure (AI / DC only)
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This quarter's moves· Q4 2025 → Q1 2026
| Ticker | Prev | Latest | Δ | Action |
|---|---|---|---|---|
| MSFT | $618M | $438M | −$180M | Trimmed |
| CRWV | $230M | $349M | +$118M | Added |
| NVDA | $1.5B | $1.6B | +$118M | Added |
| META | $1.2B | $1.1B | −$101M | Trimmed |
| TSM | $371M | $462M | +$91M | Added |
| AMZN | $511M | $435M | −$76M | Trimmed |
| AVGO | $11M | $21M | +$10M | Added |
Top 15 positions (latest quarter)
| Issuer | Ticker | Value |
|---|---|---|
| Nvidia | NVDA | $1.6B |
| Meta Platforms | META | $1.1B |
| Taiwan Semiconductor Mfg | TSM | $462M |
| Microsoft | MSFT | $438M |
| Amazon Com | AMZN | $435M |
| Coreweave | CRWV | $349M |
| Broadcom | AVGO | $21M |