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Altimeter Capital Management, LP → NVDA
Altimeter Capital Management, LP NVDA Position History
NVIDIA Corporation
Quarters held
14
Latest value
$1.9B
Q2 2026
Peak value
$1.9B
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $205.7M |
| Q2 2023 | $313.3M |
| Q3 2023 | $335.9M |
| Q4 2023 | $396M |
| Q1 2024 | $716.7M |
| Q2 2024 | $956.3M |
| Q3 2024 | $946.8M |
| Q4 2024 | $1.1B |
| Q1 2025 | $775M |
| Q2 2025 | $1.3B |
| Q3 2025 | $1.4B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.6B |
| Q2 2026 | $1.9B |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $1.9B | 9.41M | — | — |
| Q1 2026 | $1.6B | 9.34M | — | — |
| Q4 2025 | $1.5B | 8.10M | — | — |
| Q3 2025 | $1.4B | 7.64M | — | — |
| Q2 2025 | $1.3B | 8.25M | — | — |
| Q1 2025 | $775M | 7.15M | — | — |
| Q4 2024 | $1.1B | 7.85M | — | — |
| Q3 2024 | $946.8M | 7.80M | — | — |
| Q2 2024 | $956.3M | 7.74M | — | — |
| Q1 2024 | $716.7M | 793.1K | — | — |
| Q4 2023 | $396M | 799.7K | — | — |
| Q3 2023 | $335.9M | 772.2K | — | — |
| Q2 2023 | $313.3M | 740.6K | — | — |
| Q1 2023 | $205.7M | 740.6K | — | — |
Other funds holding NVDA
$378B
$371.5B
$334.2B
$225.3B
$202B
$202B
$184.9B
$182.9B