Altimeter Capital
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Altimeter Q2 2026 13F: Cerebras Debuts at 16% While NVIDIA’s Weight Falls Despite More Shares
Altimeter’s newly reported Cerebras position accounted for 16.24% of its disclosed Q2 equity, while NVIDIA’s weight fell from 28.57% to 19.16% even though its share count increased. The report became less concentrated by its top-ten…
