Altimeter Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Investment
Participated in OpenAI's $122B funding round at $852B valuation, investing approximately $250M.
OpenAI
Participated in Cerebras Systems' $1B Series H round at $23B valuation, led by Tiger Global.
Exit
Portfolio company Groq was acquired by NVIDIA for $20B.
Groq
News
Executed strategic portfolio simplification in Q4 2025, eliminating China-related and cyclical exposure, redeploying toward higher-conviction infrastructure assets.
Q4 2025 portfolio rebalancing toward AI infrastructure
Exit
Completed exit from Alibaba Group ($157.83M), withdrawing from China-centric platforms amid persistent policy uncertainty.
Alibaba
Exit
Exited Arm Holdings position ($159.66M sale), reducing conviction in semiconductor IP licensing relative to AI infrastructure.
Arm Holdings