Altimeter Capital

NewCBRS16.2% of the bookNewQCOM3.5% of the bookNewSPCX3.1% of the bookNewMU2.5% of the bookAddedCRWV35.0% more sharesAddedAMZN16.1% more shares

Holdings as of Jun 30 (Q2 2026), filed 45 days later (the report at the SEC)

NewARM4.6% of the bookNewAXON1.1% of the bookAddedNVDA15.3% more sharesAddedUBER42.6% more sharesAddedCRWV40.0% more sharesAddedMETA5.8% more shares

Holdings as of Mar 31 (Q1 2026), filed 45 days later (the report at the SEC)

NewCRWV3.5% of the bookNewSHOP1.4% of the bookNewBE0.3% of the bookAddedCPNG56.4% more sharesAddedNVDA6.0% more sharesAddedGOOGL65.8% more shares

Holdings as of Dec 31 (Q4 2025), filed 48 days later (the report at the SEC)

NewAVGO3.2% of the bookNewPDD2.4% of the bookNewBABA2.3% of the bookNewSNPS1.7% of the bookAddedAMZN48.0% more sharesAddedTSM23.2% more shares

Holdings as of Sep 30 (Q3 2025), filed 45 days later (the report at the SEC)

NewTSM2.8% of the bookNewIOT1.7% of the bookNewDDOG1.7% of the bookAddedNVDA15.4% more sharesAddedARM431% more sharesAddedCPNG53.6% more shares

Holdings as of Jun 30 (Q2 2025), filed 45 days later (the report at the SEC)

NewQQQ9.3% of the bookNewHOOD2.4% of the bookNewCRWV2.2% of the bookNewBABA1.4% of the bookAddedAMZN20.0% more sharesAddedCART31.9% more shares

Holdings as of Mar 31 (Q1 2025), filed 45 days later (the report at the SEC)