ALTIMETER Q2 13F: NEW $1.6B CEREBRAS STAKE, SEMICAP BUILDOUT, META CUT 31% All holdings: - Nvidia $NVDA: $1.88B - Cerebras Systems: $1.60B, new - Meta Platforms $META: $763.3M, shares -31% - Taiwan Semiconductor $TSM: $682.6M, shares +5% - CoreWeave $CRWV: $604.6M, shares +35% - Arm Holdings $ARM: $582.2M - Amazon $AMZN: $578.1M, shares +16% - Uber $UBER: $532.0M, shares -7% - Snowflake $SNOW: $490.2M - Microsoft $MSFT: $473.0M - Qualcomm $QCOM: $347.9M, new - SpaceX: $303.5M, 1.78M Class A shares, new - Micron $MU: $241.8M, new - Applied Materials $AMAT: $189.4M, new - KLA $KLAC: $174.5M, new - Lam Research $LRCX: $170.8M, new - Robinhood $HOOD: $90.2M - Alphabet $GOOGL: $62.6M, new - Synopsys $SNPS: $62.6M, new Exited: Axon Enterprise $AXON, $63.3M, and Broadcom $AVGO, $20.8M. Four semiconductor equipment and memory names entered the book in the quarter, alongside the Cerebras and SpaceX positions. Meta is the only meaningful trim.

ALTIMETER Q2 13F: NEW $1.6B CEREBRAS STAKE, SEMICAP BUILDOUT, META CUT 31% All holdings: - Nvidia $NVDA: $1.88B - Cerebras Systems: $1.60B, new - Meta Platforms $META: $763.3M, shares -31% - Taiwan Semiconductor $TSM: $682.6M, shares +5% - CoreWeave $CRWV: $604.6M, shares +35% - Arm Holdings $ARM: $582.2M - Amazon $AMZN: $578.1M, shares +16% - Uber $UBER: $532.0M, shares -7% - Snowflake $SNOW: $490.2M - Microsoft $MSFT: $473.0M - Qualcomm $QCOM: $347.9M, new - SpaceX: $303.5M, 1.78M Class A shares, new - Micron $MU: $241.8M, new - Applied Materials $AMAT: $189.4M, new - KLA $KLAC: $174.5M, new - Lam Research $LRCX: $170.8M, new - Robinhood $HOOD: $90.2M - Alphabet $GOOGL: $62.6M, new - Synopsys $SNPS: $62.6M, new Exited: Axon Enterprise $AXON, $63.3M, and Broadcom $AVGO, $20.8M. Four semiconductor equipment and memory names entered the book in the quarter, alongside the Cerebras and SpaceX positions. Meta is the only meaningful trim.

Source:https://x.com/faststocknewss/status/2088363716320649360