Altimeter Capital Management, LP
MENLO PARK CA · SEC CIK 0001541617
$98.30亿2026Q2 申报市值
20持仓数
83.3%前十大占比 · 第一大 19.2%
9 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CBRS 新建仓+$15.97亿
QCOM 新建仓+$3.48亿
SPCX 新建仓+$3.04亿
MU 新建仓+$2.42亿
AMAT 新建仓+$1.89亿
2026Q2 卖出最多 按季末市值估算
META 减仓-$3.37亿
GOOGL 重新持有-$1.23亿
AXON 清仓-$6,327.29万
UBER 减仓-$4,324.78万
ARM 减仓-$2,604.95万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $18.84亿 | 19.16% | 9,413,589 | 77,550 | 0.8% | $1,551.70万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $15.97亿 | 16.24% | 7,225,037 | 7,225,037 | — | $15.97亿 | 新建仓 |
| META | META PLATFORMS INC | $7.63亿 | 7.76% | 1,354,990 | -598,383 | -30.6% | -$3.37亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $6.83亿 | 6.94% | 1,429,355 | 63,680 | 4.7% | $3,041.17万 | 加仓 |
| CRWV | COREWEAVE INC | $6.05亿 | 6.15% | 6,073,695 | 1,574,620 | 35.0% | $1.57亿 | 加仓 |
| ARM | ARM HOLDINGS PLC | $5.82亿 | 5.92% | 1,641,972 | -73,468 | -4.3% | -$2,604.95万 | 减仓 |
| AMZN | AMAZON COM INC | $5.78亿 | 5.88% | 2,425,351 | 335,793 | 16.1% | $8,003.29万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $5.32亿 | 5.41% | 7,372,440 | -599,332 | -7.5% | -$4,324.78万 | 减仓 |
| SNOW | SNOWFLAKE INC | $4.90亿 | 4.99% | 1,926,250 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $4.73亿 | 4.81% | 1,268,082 | 84,450 | 7.1% | $3,150.15万 | 加仓 |
| QCOM | QUALCOMM INC | $3.48亿 | 3.54% | 1,882,490 | 1,882,490 | — | $3.48亿 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.04亿 | 3.09% | 1,776,485 | 1,776,485 | — | $3.04亿 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2.42亿 | 2.46% | 209,520 | 209,520 | — | $2.42亿 | 新建仓 |
| AMAT | APPLIED MATLS INC | $1.89亿 | 1.93% | 261,950 | 261,950 | — | $1.89亿 | 新建仓 |
| KLAC | KLA CORP | $1.74亿 | 1.77% | 578,230 | 578,230 | — | $1.74亿 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $1.71亿 | 1.74% | 394,080 | 394,080 | — | $1.71亿 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $9,022.10万 | 0.92% | 899,691 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $6,260.41万 | 0.64% | 175,180 | -344,110 | -66.3% | -$1.23亿 | 重新持有 |
| SNPS | SYNOPSYS INC | $6,260.28万 | 0.64% | 140,343 | 140,343 | — | $6,260.28万 | 新建仓 |
| — | GRAB HOLDINGS LIMITED | $15.06万 | 0.00% | 3,502,000 | 3,502,000 | — | $15.06万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -148,986 | -100.0% | -$6,327.29万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -67,094 | -100.0% | -$2,076.63万 | 清仓 |
| — | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -3,502,000 | -100.0% | -$26.27万 | 清仓 |