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NVDANVDA

Showing 8 of 17 quarters

Position history for Altimeter Capital Management, LPAltimeter Capital Management, LP's holdings in NVIDIA Corporation

Yes. Altimeter Capital Management holds 9,413,589 shares of NVDA (NVIDIA), worth $1.9B, as of its Q2 2026 13F filing. It increased the position by 77,550 shares (+0.8%) from Q1 2026. Altimeter Capital Management has held NVDA since Q4 2022, across 15 quarterly 13F filings. NVDA is 19.2% of Altimeter Capital Management's reported 13F portfolio.

Current Value

$1.9B

Current Shares

9.4M

Total Value Change

+$936.7M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9.4M
+0.8%
$1.9B19.2%$199.87
65
2026-Q1
Increased
9.3M
+15.3%
$1.6B28.6%$174.00
Unranked
2025-Q4
Increased
8.1M
+6.0%
$1.5B22.7%$186.06
69
2025-Q3
Decreased
7.6M
-7.4%
$1.4B18.8%$186.13
0
2025-Q2
Increased
8.3M
+15.4%
$1.3B18.8%$157.60
74
2025-Q1
Decreased
7.2M
-8.9%
$775M15.6%$108.11
0
2024-Q4
Increased
7.8M
+0.6%
$1.1B19.0%$133.94
63
2024-Q3
Increased
7.8M
+0.7%
$946.8M14.0%$121.12
63

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