Altimeter files its Q4 13F with new bets on $CRWV $SHOP, exits $BABA $PDD
— Hedge Vision (@HedgeVision) February 17, 2026
Top 5 Positions, 18 total:
1. $NVDA, 22.68%
2. $META, 18.28%
3 $MSFT, 9.27%
4. $AMZN, 7.68%
5. $UBER, 6.85%
-Top Buys: $CRWV $CPNG $SHOP $NVDA $GOOGL
-Top Sales: $AVGO $PDD $BABA $HOOD $ARM
-Top New… pic.twitter.com/5oYqpEuczs