Altimeter Capital Management, LP
MENLO PARK CA · SEC CIK 0001541617
$56.99亿2026Q1 申报市值
13持仓数
98.5%前十大占比 · 第一大 28.6%
1 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$2.16亿
UBER 加仓+$1.71亿
CRWV 加仓+$9,961.44万
ARM 重新持有+$9,338.53万
AXON 新建仓+$6,327.29万
2026Q1 卖出最多 按季末市值估算
CPNG 清仓-$3.70亿
CONFLUENT INC 清仓-$2.10亿
Z 清仓-$1.49亿
MELI 清仓-$1.38亿
SHOP 清仓-$9,178.67万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -15,676,794 | -100.0% | -$3.70亿 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -6,933,250 | -100.0% | -$2.10亿 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -2,187,421 | -100.0% | -$1.49亿 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -68,480 | -100.0% | -$1.38亿 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -570,210 | -100.0% | -$9,178.67万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -260,730 | -100.0% | -$2,265.48万 | 清仓 |
| — | GRAB HOLDINGS LIMITED | $26.27万 | 0.00% | 3,502,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $2,076.63万 | 0.36% | 67,094 | 34,965 | 108.8% | $1,082.20万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $6,234.86万 | 1.09% | 899,691 | -393,601 | -30.4% | -$2,727.65万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $6,327.29万 | 1.11% | 148,986 | 148,986 | — | $6,327.29万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $2.60亿 | 4.55% | 1,715,440 | 617,301 | 56.2% | $9,338.53万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $2.91亿 | 5.10% | 1,926,250 | -101,354 | -5.0% | -$1,528.62万 | 减仓 |
| CRWV | COREWEAVE INC | $3.49亿 | 6.12% | 4,499,075 | 1,285,845 | 40.0% | $9,961.44万 | 加仓 |
| AMZN | AMAZON COM INC | $4.35亿 | 7.64% | 2,089,558 | -126,102 | -5.7% | -$2,626.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $4.38亿 | 7.69% | 1,183,632 | -93,720 | -7.3% | -$3,469.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $4.62亿 | 8.10% | 1,365,675 | 146,448 | 12.0% | $4,949.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $5.73亿 | 10.06% | 7,971,772 | 2,382,980 | 42.6% | $1.71亿 | 加仓 |
| META | META PLATFORMS INC | $11.18亿 | 19.61% | 1,953,373 | 108,005 | 5.9% | $6,179.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $16.28亿 | 28.57% | 9,336,039 | 1,236,266 | 15.3% | $2.16亿 | 加仓 |