Loading BSD 13F portfolios...
Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Altimeter Capital Management
Value
$6.7B
Stocks
20 Stocks
Turnover
0.0%
Top Holdings
NVDA(19.16%) CBRS(16.24%) META(7.76%) TSM(6.94%) CRWV(6.15%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NVDA | None | NVIDIA Corporation | Information Technology | $1883.6M | 0 | 19.2% | 0 | No Change |
| CBRS | None | Cerebras Systems Inc. | Information Technology | $1596.7M | 0 | 16.2% | 0 | No Change |
| META | None | Meta Platforms, Inc. | Communication Services | $763.3M | 0 | 7.8% | 0 | No Change |
| TSM | None | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | $682.6M | 0 | 6.9% | 0 | No Change |
| CRWV | None | CoreWeave Inc | Information Technology | $604.6M | 0 | 6.2% | 0 | No Change |
| ARM | None | ARM Holdings PLC | Information Technology | $582.2M | 0 | 5.9% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $578.1M | 0 | 5.9% | 0 | No Change |
| UBER | None | Uber Technologies, Inc. | Information Technology | $532.0M | 0 | 5.4% | 0 | No Change |
| SNOW | None | Snowflake Inc. | Information Technology | $490.2M | 0 | 5.0% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $473.0M | 0 | 4.8% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 13 | $7857.4M | 79.9% |
| Communication Services | 2 | $825.9M | 8.4% |
| Consumer Discretionary | 1 | $578.1M | 5.9% |
| Industrials | 1 | $303.5M | 3.1% |
| General | 2 | $174.6M | 1.8% |
| Financials | 1 | $90.2M | 0.9% |