StockDriftsStockDriftsTop 13 ALTIMETER CAPITAL MANAGEMENT LP Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 28.57% | 9.34M | $1.63B | +15.26% (+1.24M) | $61.82 | 2026-03-31 |
| META | META PLATFORMS INC | 19.61% | 1.95M | $1.12B | +5.85% (+108.00K) | $202.34 | 2026-03-31 |
| UBER | UBER TECHNOLOGIES INC | 10.06% | 7.97M | $573.41M | +42.64% (+2.38M) | $50.16 | 2026-03-31 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.1% | 1.37M | $461.53M | +12.01% (+146.45K) | $220.07 | 2026-03-31 |
| MSFT | MICROSOFT CORP | 7.69% | 1.18M | $438.15M | -7.34% (-93.72K) | $254.14 | 2026-03-31 |
| AMZN | AMAZON COM INC | 7.64% | 2.09M | $435.19M | -5.69% (-126.10K) | $181.36 | 2026-03-31 |
| CRWV | COREWEAVE INC | 6.12% | 4.50M | $348.54M | +40.02% (+1.29M) | $86.05 | 2026-03-31 |
| SNOW | SNOWFLAKE INC | 5.1% | 1.93M | $290.52M | -5.00% (-101.35K) | $258.21 | 2026-03-31 |
| ARM | ARM HOLDINGS PLC | 4.55% | 1.72M | $259.51M | new | $132.76 | 2026-03-31 |
| AXON | AXON ENTERPRISE INC | 1.11% | 148.99K | $63.27M | new | $496.31 | 2026-03-31 |
| HOOD | ROBINHOOD MKTS INC | 1.09% | 899.69K | $62.35M | -30.43% (-393.60K) | $42.58 | 2026-03-31 |
| AVGO | BROADCOM INC | 0.36% | 67.09K | $20.77M | +108.83% (+34.97K) | $271.11 | 2026-03-31 |
| AGCWW | GRAB HOLDINGS LIMITED | 0% | 3.50M | $262.65K | +0.00% (+0) | $2.92 | 2026-03-31 |
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