Institution (13F filer) · disclosed-activity record
Altimeter Capital Management, LP
Institution (13F)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Bullish filings
8
Bearish filings
9
Names touched
17
Disclosed $ (bull / bear)
$876.8M / $1.3B
Most active in: GOOGL (1) · AMZN (1) · ARM (1) · AXON (1) · BE (1) · AVGO (1) · CRWV (1) · CPNG (1)
Disclosures, last 12 months
17 of 17 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|---|---|---|---|
| 2026-03-31 | GOOGL | exited a position | $162.5M | — |
| 2026-03-31 | AMZN | trimmed a position | $76.2M | — |
| 2026-03-31 | ARM | reported a new position | $259.5M | — |
| 2026-03-31 | AXON | reported a new position | $63.3M | — |
| 2026-03-31 | BE | exited a position | $22.7M | — |
| 2026-03-31 | AVGO | added to a position | $9.6M | — |
| 2026-03-31 | CRWV | added to a position | $118.4M | — |
| 2026-03-31 | CPNG | exited a position | $369.8M | — |
| 2026-03-31 | META | added to a position | $100.5M | — |
| 2026-03-31 | MSFT | trimmed a position | $179.6M | — |
| 2026-03-31 | NVDA | added to a position | $117.6M | — |
| 2026-03-31 | HOOD | trimmed a position | $83.9M | — |
| 2026-03-31 | SHOP | exited a position | $91.8M | — |
| 2026-03-31 | SNOW | trimmed a position | $154.3M | — |
| 2026-03-31 | TSM | added to a position | $91.0M | — |
| 2026-03-31 | UBER | added to a position | $116.7M | — |
| 2026-03-31 | Z | exited a position | $149.2M | — |
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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals