Featured 13F manager
Altimeter Capital Management, LP Brad Gerstner
Brad Gerstner Menlo Park, CA 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $9.8B
- 19 Positions
- 2026 Q2
- +72.5% QoQ
- Top 5 56.3%
Portfolio
top 5 56.3% · top 10 83.3%
- NVDA - Nvidia 19.2%
- CBRS - Cerebras Systems · CL A 16.2%
- META - Meta Platforms · CL A 7.8%
- TSM - Taiwan Semiconductor Mfg 6.9%
- CRWV - Coreweave · CL A 6.2%
- ARM 5.9%
- AMZN - Amazon 5.9%
- UBER - UBER Technologies 5.4%
- SNOW - Snowflake 5.0%
- MSFT - Microsoft 4.8%
- QCOM - Qualcomm 3.5%
- SPCX - Space Exploration Techn · CLASS A 3.1%
- Other 10.1%
AUM over time
Latest book
| NVDA - Nvidia | 19.16% | Add +0.8% | 9,413,589 | $200.09 | $1.9B | +77,550 | +$255M |
| CBRS - Cerebras Systems · CL A | 16.24% | New | 7,225,037 | $221.00 | $1.6B | +7,225,037 | +$1.6B |
| META - Meta Platforms · CL A | 7.76% | Reduce −30.6% | 1,354,990 | $563.29 | $763M | −598,383 | −$354M |
| TSM - Taiwan Semiconductor Mfg | 6.94% | Add +4.7% | 1,429,355 | $477.57 | $683M | +63,680 | +$221M |
| CRWV - Coreweave · CL A | 6.15% | Add +35.0% | 6,073,695 | $99.54 | $605M | +1,574,620 | +$256M |
| ARM | 5.92% | Reduce −4.3% | 1,641,972 | $354.57 | $582M | −73,468 | +$323M |
| AMZN - Amazon | 5.88% | Add +16.1% | 2,425,351 | $238.34 | $578M | +335,793 | +$143M |
| UBER - UBER Technologies | 5.41% | Reduce −7.5% | 7,372,440 | $72.16 | $532M | −599,332 | −$41M |
| SNOW - Snowflake | 4.99% | Hold | 1,926,250 | $254.50 | $490M | — | — |
| MSFT - Microsoft | 4.81% | Add +7.1% | 1,268,082 | $373.02 | $473M | +84,450 | +$35M |
| QCOM - Qualcomm | 3.54% | New | 1,882,490 | $184.79 | $348M | +1,882,490 | +$348M |
| SPCX - Space Exploration Techn · CLASS A | 3.09% | New | 1,776,485 | $170.86 | $304M | +1,776,485 | +$304M |
| MU - Micron Technology | 2.46% | New | 209,520 | $1,154 | $242M | +209,520 | +$242M |
| AMAT - Applied Matls | 1.93% | New | 261,950 | $723.00 | $189M | +261,950 | +$189M |
| KLAC - KLA | 1.77% | New | 578,230 | $301.71 | $174M | +578,230 | +$174M |
| LRCX - Lam Research | 1.74% | New | 394,080 | $433.33 | $171M | +394,080 | +$171M |
| HOOD - Robinhood Mkts · CL A | 0.92% | Hold | 899,691 | $100.28 | $90M | — | — |
| GOOGL - Alphabet · CL A | 0.64% | New | 175,180 | $357.37 | $63M | +175,180 | +$63M |
| SNPS - Synopsys | 0.64% | New | 140,343 | $446.07 | $63M | +140,343 | +$63M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AXON - Axon Enterprise | 1.11% | Exit | 0 | $424.69 | $63M | −148,986 | −$63M |
| AVGO - Broadcom | 0.36% | Exit | 0 | $309.51 | $21M | −67,094 | −$21M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 20 | $9.8B | +72.5% | 13F-HR | 8/14/2026 | 000154161726000008 |
| 2026 Q1 | 13 | $5.7B | −14.5% | 13F-HR | 5/15/2026 | 000154161726000006 |
| 2025 Q4 | 18 | $6.7B | −12.1% | 13F-HR | 2/17/2026 | 000154161726000002 |
| 2025 Q3 | 23 | $7.6B | +9.4% | 13F-HR | 11/14/2025 | 000154161725000013 |
| 2025 Q2 | 18 | $6.9B | +39.4% | 13F-HR | 8/14/2025 | 000154161725000009 |
| 2025 Q1 | 22 | $5B | −10.4% | 13F-HR | 5/15/2025 | 000154161725000005 |
| 2024 Q4 | 24 | $5.5B | −17.9% | 13F-HR | 2/14/2025 | 000154161725000002 |
| 2024 Q3 | 23 | $6.8B | +0.3% | 13F-HR | 11/14/2024 | 000154161724000009 |
| 2024 Q2 | 20 | $6.7B | +3.4% | 13F-HR | 8/14/2024 | 000154161724000007 |
| 2024 Q1 | 17 | $6.5B | +8.1% | 13F-HR | 5/15/2024 | 000154161724000006 |
| 2023 Q4 | 11 | $6B | +14.3% | 13F-HR | 2/14/2024 | 000154161724000004 |
| 2023 Q3 | 11 | $5.3B | −4.7% | 13F-HR | 11/14/2023 | 000154161723000010 |
| 2023 Q2 | 11 | $5.5B | +21.4% | 13F-HR | 8/14/2023 | 000154161723000009 |
| 2023 Q1 | 11 | $4.6B | +24.6% | 13F-HR | 5/16/2023 | 000154161723000007 |
| 2022 Q4 | 11 | $3.7B | −21.9% | 13F-HR | 2/14/2023 | 000154161723000003 |
| 2022 Q3 | 17 | $4.7B | +6.8% | 13F-HR | 11/14/2022 | 000154161722000020 |
| 2022 Q2 | 16 | $4.4B | −44.0% | 13F-HR | 8/15/2022 | 000154161722000019 |
| 2022 Q1 | 20 | $7.8B | −25.7% | 13F-HR | 5/17/2022 | 000154161722000014 |
| 2022 Q1 | 22 | $6.9B | — | RESTATEMENT | 5/17/2022 | 000154161722000015 |
| 2021 Q4 | 25 | $10.5B | −15.8% | 13F-HR | 2/14/2022 | 000154161722000002 |
| 2021 Q3 | 31 | $12.5B | — | 13F-HR | 11/15/2021 | 000154161721000009 |
About
Altimeter Capital Management, LP
21 processed 13Fs on this site · 2021 Q3–2026 Q2