Question 1

How many shares of NVDA does Altimeter Capital Management, LP own?

Accepted Answer

As of 2026-Q2, Altimeter Capital Management, LP holds 9.4M shares of NVDA (NVIDIA CORP).

Question 2

What is Altimeter Capital Management, LP's NVDA position worth?

Accepted Answer

As of 2026-Q2, Altimeter Capital Management, LP's NVDA position is worth $1.9B.

Question 3

Is Altimeter Capital Management, LP buying or selling NVDA?

Accepted Answer

In 2026-Q2, Altimeter Capital Management, LP increased their NVDA position (+0.8% change in shares).

Question 4

When did Altimeter Capital Management, LP first buy NVDA?

Accepted Answer

Based on available 13F filings, Altimeter Capital Management, LP first reported a position in NVDA in 2024-Q3. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	9.4M	+0.8%	$1.9B	19.2%	$200.09	65
2026-Q1	Increased	9.3M	+15.3%	$1.6B	28.6%	$180.05	74
2025-Q4	Increased	8.1M	+6.0%	$1.5B	22.7%	$187.54	69
2025-Q3	Decreased	7.6M	-7.4%	$1.4B	18.8%	$181.84	0
2025-Q2	Increased	8.3M	+15.4%	$1.3B	18.8%	$157.73	74
2025-Q1	Decreased	7.2M	-8.9%	$775M	15.6%	$109.65	0
2024-Q4	Increased	7.8M	+0.6%	$1.1B	19.0%	$137.45	63
2024-Q3	Increased	7.8M	+0.7%	$946.8M	14.0%	$121.36	63