SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Altimeter Capital Management, LP

CIK 0001541617 · 2550 SAND HILL RD, SUITE 150, MENLO PARK, CA, 94025 · 6502578355

Reported Value
$7.6B
Q3 2025
Positions
23
Filings on Record
33
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Altimeter Capital Management, Lp reported $7.6B in U.S.-listed holdings across 23 positions for Q3 2025.

Its largest position, NVDA, represents 18.8% of the portfolio.

Compared with Q2 2025, the fund opened 8 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.7BQ4 ’18Q1 ’19: $2.9BQ2 ’19: $3.7BQ3 ’19: $4.1BQ4 ’19: $4.5BQ4 ’19Q1 ’20: $3.3BQ2 ’20: $4.7BQ3 ’20: $5.9BQ4 ’20: $10.8BQ4 ’20Q1 ’21: $14.0BQ2 ’21: $13.3BQ3 ’21: $12.5BQ4 ’21: $10.5BQ4 ’21Q1 ’22: $6.9BQ2 ’22: $4.4BQ3 ’22: $4.7BQ4 ’22: $3.7BQ4 ’22Q1 ’23: $4.6BQ2 ’23: $5.5BQ3 ’23: $5.3BQ4 ’23: $6.0BQ4 ’23Q1 ’24: $6.5BQ2 ’24: $6.7BQ3 ’24: $6.8BQ4 ’24: $5.5BQ4 ’24Q1 ’25: $5.0BQ2 ’25: $6.9BQ3 ’25: $7.6BQ4 ’25: $6.7BQ4 ’25Q1 ’26: $5.7Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.7B13May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$6.7B18Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.6B23Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.9B18Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.0B22May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.5B24Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.8B23Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$6.7B20Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$6.5B17May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.0B11Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.3B11Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.5B11Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$4.6B11May 16, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.7B11Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.7B17Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$4.4B16Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.9B22May 17, 2022RESTATEMENTchanges · EDGAR ↗
Q4 2021$10.5B25Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$12.5B31Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$13.3B33Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$14.0B32May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$10.8B29Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$5.9B27Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$4.7B23Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$3.3B25May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$4.5B27Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$4.1B30Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.7B27Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.9B26May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.7B26Feb 15, 2019RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.