Activity Feed

Free — 5 of 23

Data as of Q4 2025

All position changes for Altimeter Capital Management, LP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Increased	8.1M	+6.0%	$1.5B	22.7%	69
2025-Q4	META Meta Platforms Inc	Decreased	1.8M	-1.1%	$1.2B	18.3%	0
2025-Q4	MSFT Microsoft Corp	Increased	1.3M	+9.9%	$617.8M	9.3%	70
2025-Q4	AMZN Amazon.com Inc	Increased	2.2M	+2.2%	$511.4M	7.7%	65
2025-Q4	SNOW Snowflake Inc	Decreased	2M	-16.5%	$444.8M	6.7%	0
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