Back to Altimeter Capital Management, LP Altimeter Capital Management, LP

NVDANVDA
17 quarters

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

Yes. Altimeter Capital 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 has held NVDA since Q4 2022, across 15 quarterly 13F filings. NVDA is 19.2% of Altimeter Capital's reported 13F portfolio.

Current Value

$1.9B

Current Shares

9.4M

Total Value Change

+$1.9B

Total Shares Change

+9.3M

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
74
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
2024-Q2
Increased
7.7M
+876.0%
$956.3M14.2%$123.20
100
2024-Q1
Decreased
793,145
-0.8%
$716.7M11.0%$90.10
0
2023-Q4
Increased
799,660
+3.5%
$396M6.6%$49.38
66
2023-Q3
Increased
772,210
+4.3%
$335.9M6.4%$43.37
66
2023-Q2
Unchanged
740,570
0.0%
$313.3M5.7%$42.17
0
2023-Q1
Increased
740,570
+67.3%
$205.7M4.5%$27.69
86
2022-Q4
New
442,670
-
$64.7M1.8%$14.57
70
2019-Q1
Exited
0
-100.0%
$00.0%$4.45
0
2018-Q4
First report
160,000
-
$21.4M0.8%$3.30
0

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

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