Back to Altimeter Capital Management, LP

NVDA
Showing 8 of 14 quarters

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

Altimeter Capital Management, LP holds 9.3M shares of NVDA (NVIDIA CORPORATION), worth $1.6B as of 2026-Q1. The position was increased (+15.3% shares). NVDA represents 28.6% of Altimeter Capital Management, LP's portfolio.

Current Value

$1.6B

Current Shares

9.3M

Total Value Change

+$671.9M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
9.3M
+15.3%
$1.6B28.6%$180.05
74
2025-Q4
Increased
8.1M
+6.0%
$1.5B22.7%$187.54
69
2025-Q3
Decreased
7.6M
-7.4%
$1.4B18.8%$181.84
0
2025-Q2
Increased
8.3M
+15.4%
$1.3B18.8%$157.73
74
2025-Q1
Decreased
7.2M
-8.9%
$775M15.6%$109.65
0
2024-Q4
Increased
7.8M
+0.6%
$1.1B19.0%$137.45
63
2024-Q3
Increased
7.8M
+0.7%
$946.8M14.0%$121.36
63
2024-Q2
Increased
7.7M
+876.0%
$956.3M14.2%$123.49
100

Other major holders of NVDA: VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used