Altimeter Capital Management, LP - Q42025 Holdings

Altimeter Capital Management, LP holds 18 stocks with a total portfolio value of $ 6.66B as of Q42025. In Q42025, Altimeter Capital Management, LP added 3 new positions, increased stakes in 7 stocks, reduced 5 holdings, and fully exited 8 positions. The largest holding is Nvidia Corporation (NVDA), representing 22.68% of the total portfolio.